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

Mgo Private Wealth, LLC

$158 Million
Q2 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 6,513 shares of IJH stock, worth $403,936. This represents 0.24% of its overall portfolio holdings.

Number of Shares

6,513

Previous 6,553 0.61%

Holding current value

$403,936

Previous $398,000 4.27%

% of portfolio

0.24%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,398

Shares Held

1.04B

Call Options Held

711K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.

Account

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