Walled Lake Planning & Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

$245 Million
Q4 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 12,449 shares of IJH stock, worth $795,491. This represents 0.32% of its overall portfolio holdings.

Number of Shares

12,449

Previous 12,456 0.06%

Holding current value

$795,491

Previous $776,000 0.13%

% of portfolio

0.32%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$61.68 - $67.87 $431 - $475	-7 Reduced 0.06%	12,449 $775,000
Q3 2024 Nov 14, 2024	SELL	$57.32 - $62.65 $4,757 - $5,199	-83 Reduced 0.66%	12,456 $776,000
Q2 2024 Aug 12, 2024	BUY	$56.43 - $60.79 $18,283 - $19,695	324 Added 2.65%	12,539 $733,000
Q1 2024 May 13, 2024	BUY	$56.98 - $284.98 $561,366 - $2.81 Million	9,852 Added 416.93%	12,215 $741,000
Q4 2023 Feb 13, 2024	BUY	$232.04 - $279.85 $4,176 - $5,037	18 Added 0.77%	2,363 $654,000
Q3 2023 Nov 14, 2023	SELL	$246.15 - $272.4 $3,199 - $3,541	-13 Reduced 0.55%	2,345 $584,000
Q2 2023 Aug 11, 2023	BUY	$240.22 - $261.48 $1,921 - $2,091	8 Added 0.34%	2,358 $616,000
Q1 2023 May 12, 2023	SELL	$237.25 - $271.72 $59,787 - $68,473	-252 Reduced 9.68%	2,350 $587,000
Q4 2022 Feb 13, 2023	BUY	$44.74 - $257.0 $116,413 - $668,714	2,602 New	2,602 $629,000
Q4 2021 Feb 10, 2022	SELL	$265.81 - $290.54 $1,594 - $1,743	-6 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$174.43 - $196.49 $260,772 - $293,752	-1,495 Reduced 99.6%	6 $1,000
Q2 2020 Aug 18, 2020	SELL	$133.18 - $194.42 $37,290 - $54,437	-280 Reduced 15.72%	1,501 $267,000
Q1 2020 May 15, 2020	SELL	$121.75 - $210.58 $36,646 - $63,384	-301 Reduced 14.46%	1,781 $256,000
Q4 2019 May 15, 2020	BUY	$185.78 - $206.16 $386,793 - $429,225	2,082 New	2,082 $428,000

Others Institutions Holding IJH

# of Institutions

2,631

Shares Held

1.14B

Call Options Held

788K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Walled Lake Planning & Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History