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

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 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 12,539 shares of IJH stock, worth $776,164. This represents 0.32% of its overall portfolio holdings.

Number of Shares
12,539
Previous 12,215 2.65%
Holding current value
$776,164
Previous $741,000 1.08%
% of portfolio
0.32%
Previous 0.33%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,398
Shares Held
1.04B
Call Options Held
711K
Put Options Held
43.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

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