Mgo Private Wealth, LLC Ishares Core S&P Mid Cap ETF Transaction History

Mgo Private Wealth, LLC

$138 Million
Q4 2024

A detailed history of Mgo Private Wealth, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 6,795 shares of IJH stock, worth $395,536. This represents 0.31% of its overall portfolio holdings.

Number of Shares

6,795

Previous 6,954 2.29%

Holding current value

$395,536

Previous $433,000 2.31%

% of portfolio

0.31%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$61.68 - $67.87 $9,807 - $10,791	-159 Reduced 2.29%	6,795 $423,000
Q3 2024 Nov 08, 2024	BUY	$57.32 - $62.65 $25,278 - $27,628	441 Added 6.77%	6,954 $433,000
Q2 2024 Aug 02, 2024	SELL	$56.43 - $60.79 $2,257 - $2,431	-40 Reduced 0.61%	6,513 $381,000
Q1 2024 Apr 18, 2024	BUY	$56.98 - $284.98 $297,378 - $1.49 Million	5,219 Added 391.23%	6,553 $398,000
Q4 2023 Feb 05, 2024	SELL	$232.04 - $279.85 $18,331 - $22,108	-79 Reduced 5.59%	1,334 $369,000
Q3 2023 Nov 01, 2023	SELL	$246.15 - $272.4 $346,579 - $383,539	-1,408 Reduced 49.91%	1,413 $352,000
Q2 2023 Jul 13, 2023	SELL	$240.22 - $261.48 $41,317 - $44,974	-172 Reduced 5.75%	2,821 $737,000
Q1 2023 Apr 17, 2023	SELL	$237.25 - $271.72 $3.04 Million - $3.48 Million	-12,793 Reduced 81.04%	2,993 $748,000
Q4 2022 Feb 02, 2023	BUY	$44.74 - $257.0 $204,327 - $1.17 Million	4,567 Added 40.71%	15,786 $3.82 Million
Q3 2022 Nov 14, 2022	BUY	$43.85 - $263.28 $491,953 - $2.95 Million	11,219 New	11,219 $2.46 Million

Others Institutions Holding IJH

# of Institutions

2,657

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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Mgo Private Wealth, LLC Ishares Core S&P Mid Cap ETF Transaction History