Marietta Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Marietta Wealth Management, LLC

  • $648 Million
  • Q1 2025

A detailed history of Marietta Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 299,576 shares of IJH stock, worth $16.5 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
299,576
Previous 294,978 1.56%
Holding current value
$16.5 Million
Previous $18.4 Million 4.9%
% of portfolio
2.7%
Previous 2.72%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$57.21 - $65.8 $263,051 - $302,548
4,598 Added 1.56%
299,576 $17.5 Million
Q4 2024

Jan 23, 2025
SELL
$61.68 - $67.87 $19,059 - $20,971
-309 Reduced 0.1%
294,978 $18.4 Million
Q3 2024

Oct 22, 2024
BUY
$57.32 - $62.65 $502,581 - $549,315
8,768 Added 3.06%
295,287 $18.4 Million
Q2 2024

Jul 19, 2024
SELL
$56.43 - $60.79 $297,724 - $320,728
-5,276 Reduced 1.81%
286,519 $16.8 Million
Q1 2024

Apr 25, 2024
BUY
$56.98 - $284.98 $13.3 Million - $66.6 Million
233,750 Added 402.7%
291,795 $17.7 Million
Q4 2023

Jan 30, 2024
SELL
$232.04 - $279.85 $32,949 - $39,738
-142 Reduced 0.24%
58,045 $16.1 Million
Q3 2023

Oct 30, 2023
BUY
$246.15 - $272.4 $506,576 - $560,599
2,058 Added 3.67%
58,187 $14.5 Million
Q2 2023

Jul 18, 2023
BUY
$240.22 - $261.48 $499,177 - $543,355
2,078 Added 3.84%
56,129 $14.7 Million
Q1 2023

Apr 27, 2023
BUY
$237.25 - $271.72 $1.39 Million - $1.59 Million
5,851 Added 12.14%
54,051 $13.5 Million
Q4 2022

Jan 30, 2023
BUY
$44.74 - $257.0 $24,741 - $142,121
553 Added 1.16%
48,200 $11.7 Million
Q3 2022

Oct 20, 2022
BUY
$43.85 - $263.28 $303,792 - $1.82 Million
6,928 Added 17.01%
47,647 $10.4 Million
Q2 2022

Aug 08, 2022
BUY
$219.07 - $270.08 $638,808 - $787,553
2,916 Added 7.71%
40,719 $9.21 Million
Q1 2022

Apr 12, 2022
BUY
$251.21 - $285.37 $133,643 - $151,816
532 Added 1.43%
37,803 $10.1 Million
Q4 2021

Jan 28, 2022
BUY
$265.81 - $290.54 $188,725 - $206,283
710 Added 1.94%
37,271 $10.6 Million
Q3 2021

Nov 12, 2021
BUY
$256.44 - $277.04 $407,483 - $440,216
1,589 Added 4.54%
36,561 $9.62 Million
Q2 2021

Aug 12, 2021
BUY
$260.21 - $276.38 $272,179 - $289,093
1,046 Added 3.08%
34,972 $9.4 Million
Q1 2021

May 06, 2021
SELL
$226.3 - $267.93 $325,419 - $385,283
-1,438 Reduced 4.07%
33,926 $8.83 Million
Q4 2020

Feb 09, 2021
SELL
$187.77 - $230.69 $166,551 - $204,622
-887 Reduced 2.45%
35,364 $8.13 Million
Q3 2020

Nov 04, 2020
SELL
$174.43 - $196.49 $778,829 - $877,327
-4,465 Reduced 10.97%
36,251 $6.72 Million
Q2 2020

Aug 05, 2020
SELL
$133.18 - $194.42 $1.55 Million - $2.26 Million
-11,635 Reduced 22.22%
40,716 $7.24 Million
Q1 2020

May 14, 2020
BUY
$121.75 - $210.58 $359,284 - $621,421
2,951 Added 5.97%
52,351 $7.53 Million
Q4 2019

Feb 07, 2020
BUY
$185.78 - $206.16 $583,163 - $647,136
3,139 Added 6.79%
49,400 $10.2 Million
Q3 2019

Nov 14, 2019
BUY
$183.17 - $198.52 $347,107 - $376,195
1,895 Added 4.27%
46,261 $8.94 Million
Q2 2019

Aug 14, 2019
BUY
$181.14 - $198.0 $70,644 - $77,220
390 Added 0.89%
44,366 $8.62 Million
Q1 2019

May 09, 2019
BUY
$162.83 - $193.4 $473,346 - $562,213
2,907 Added 7.08%
43,976 $8.33 Million
Q4 2018

Feb 05, 2019
BUY
$156.48 - $199.76 $1.04 Million - $1.33 Million
6,639 Added 19.28%
41,069 $6.82 Million
Q3 2018

Nov 13, 2018
BUY
$194.86 - $204.98 $599,584 - $630,723
3,077 Added 9.81%
34,430 $6.93 Million
Q2 2018

Aug 08, 2018
BUY
$183.17 - $200.64 $247,462 - $271,064
1,351 Added 4.5%
31,353 $6.11 Million
Q1 2018

May 14, 2018
BUY
$179.89 - $199.21 $280,988 - $311,166
1,562 Added 5.49%
30,002 $5.63 Million
Q4 2017

Feb 06, 2018
SELL
$180.58 - $190.73 $20,405 - $21,552
-113 Reduced 0.4%
28,440 $5.4 Million
Q3 2017

Nov 13, 2017
BUY
$176.74 - $178.9 $252,207 - $255,290
1,427 Added 5.26%
28,553 $5.11 Million
Q2 2017

Aug 11, 2017
BUY
N/A
27,126
27,126 $4.72 Million

Others Institutions Holding IJH

# of Institutions
2,653
Shares Held
1.15B
Call Options Held
773K
Put Options Held
70.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Marietta Wealth Management, LLC Portfolio

Follow Marietta Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marietta Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marietta Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email