Summit Wealth Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Summit Wealth Group, LLC

  • $398 Million
  • Q3 2025

A detailed history of Summit Wealth Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Summit Wealth Group, LLC holds 4,183 shares of IJH stock, worth $268,548. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,183
Previous 4,183 -0.0%
Holding current value
$268,548
Previous $259,000 5.02%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$51.16 - $62.02 $17,036 - $20,652
333 Added 8.65%
4,183 $259,000
Q2 2024

Jul 31, 2024
BUY
$56.43 - $60.79 $217,255 - $234,041
3,850 New
3,850 $225,000
Q2 2023

Jul 26, 2023
SELL
$240.22 - $261.48 $46.1 Million - $50.2 Million
-191,853 Reduced 99.6%
770 $201,000
Q1 2023

May 10, 2023
BUY
$237.25 - $271.72 $45.7 Million - $52.3 Million
192,623 New
192,623 $1,000
Q4 2021

Feb 14, 2022
SELL
$265.81 - $290.54 $204,673 - $223,715
-770 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
$256.44 - $277.04 $197,458 - $213,320
770 New
770 $203,000

Others Institutions Holding IJH

# of Institutions
2,769
Shares Held
1.17B
Call Options Held
569K
Put Options Held
75.3K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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