Wealth Plan Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,934 shares of IJH stock, worth $371,527. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,934

Previous 7,526 21.15%

Holding current value

$371,527

Previous $440 Million 16.03%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$57.32 - $62.65 $91,253 - $99,738	-1,592 Reduced 21.15%	5,934 $370 Million
Q2 2024 Aug 09, 2024	SELL	$56.43 - $60.79 $932,731 - $1 Million	-16,529 Reduced 68.71%	7,526 $440 Million
Q1 2024 May 07, 2024	BUY	$56.98 - $284.98 $1.12 Million - $5.58 Million	19,571 Added 436.46%	24,055 $1.46 Billion
Q4 2023 Jan 05, 2024	SELL	$232.04 - $279.85 $254,315 - $306,715	-1,096 Reduced 19.64%	4,484 $1.24 Billion
Q3 2023 Nov 01, 2023	BUY	$246.15 - $272.4 $189,043 - $209,203	768 Added 15.96%	5,580 $1.39 Billion
Q2 2023 Jul 31, 2023	SELL	$240.22 - $261.48 $105,456 - $114,789	-439 Reduced 8.36%	4,812 $1.26 Billion
Q1 2023 May 10, 2023	BUY	$237.25 - $271.72 $28,470 - $32,606	120 Added 2.34%	5,251 $1.31 Billion
Q4 2022 Feb 16, 2023	SELL	$44.74 - $257.0 $101,380 - $582,362	-2,266 Reduced 30.63%	5,131 $1.37 Billion
Q1 2022 May 03, 2022	SELL	$251.21 - $285.37 $5,275 - $5,992	-21 Reduced 0.28%	7,397 $1.84 Million
Q4 2021 Feb 01, 2022	BUY	$265.81 - $290.54 $32,428 - $35,445	122 Added 1.67%	7,418 $1.95 Million
Q3 2021 Dec 09, 2021	BUY	$256.44 - $277.04 $295,418 - $319,150	1,152 Added 18.75%	7,296 $1.92 Million
Q2 2021 Aug 19, 2021	BUY	$260.21 - $276.38 $187,351 - $198,993	720 Added 13.27%	6,144 $1.68 Million
Q1 2021 May 11, 2021	BUY	$226.3 - $267.93 $13,125 - $15,539	58 Added 1.08%	5,424 $1.48 Million
Q4 2020 Feb 09, 2021	BUY	$187.77 - $230.69 $55,204 - $67,822	294 Added 5.8%	5,366 $1.31 Million
Q3 2020 Dec 18, 2020	BUY	$174.43 - $196.49 $172,162 - $193,935	987 Added 24.16%	5,072 $1.05 Million
Q2 2020 Aug 19, 2020	BUY	$133.18 - $194.42 $544,040 - $794,205	4,085 New	4,085 $797,000
Q1 2020 May 15, 2020	SELL	$121.75 - $210.58 $2.31 Million - $3.99 Million	-18,949 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$185.78 - $206.16 $16,720 - $18,554	-90 Reduced 0.47%	18,949 $3.96 Million
Q3 2019 Nov 15, 2019	SELL	$183.17 - $198.52 $189,031 - $204,872	-1,032 Reduced 5.14%	19,039 $3.78 Million
Q2 2019 Aug 19, 2019	SELL	$181.14 - $198.0 $1.37 Million - $1.5 Million	-7,580 Reduced 27.41%	20,071 $3.8 Million
Q1 2019 May 16, 2019	BUY	$162.83 - $193.4 $101,443 - $120,488	623 Added 2.31%	27,651 $5.25 Million
Q4 2018 Feb 20, 2019	SELL	$156.48 - $199.76 $91,384 - $116,659	-584 Reduced 2.12%	27,028 $5.18 Million
Q3 2018 Nov 21, 2018	BUY	$194.86 - $204.98 $174,789 - $183,867	897 Added 3.36%	27,612 $4.99 Million
Q2 2018 Aug 16, 2018	BUY	$183.17 - $200.64 $90,302 - $98,915	493 Added 1.88%	26,715 $5.2 Million
Q1 2018 May 16, 2018	BUY	$179.89 - $199.21 $4.72 Million - $5.22 Million	26,222 New	26,222 $4.92 Million

Others Institutions Holding IJH

# of Institutions

2,466

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Account

Wealth Plan Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History