4 Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History

4 Wealth Advisors, Inc.

$98.4 Billion
Q2 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 3,464 shares of IJH stock, worth $217,054. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,464

Holding current value

$217,054

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$51.16 - $62.02 $177,218 - $214,837	3,464 New	3,464 $215 Million

Others Institutions Holding IJH

# of Institutions

2,695

Shares Held

1.16B

Call Options Held

634K

Put Options Held

150K

Northwestern Mutual Wealth Management CO

114M
Shares

$7.15 Billion
5.49% of portfolio
Bank Of America Corp Charlotte, NC

69.5M
Shares

$4.35 Billion
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

50.2M
Shares

$3.15 Billion
0.68% of portfolio
Raymond James Financial Inc St. Petersburg, FL

37.6M
Shares

$2.36 Billion
0.85% of portfolio
Morgan Stanley New York, NY

36.9M
Shares

$2.31 Billion
0.16% of portfolio

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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4 Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History