Acorn Financial Advisory Services Inc Ishares Core S&P Mid Cap ETF Transaction History

Acorn Financial Advisory Services Inc

$481 Million
Q1 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 8,368 shares of IJH stock, worth $486,013. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,368

Previous 1,759 375.72%

Holding current value

$486,013

Previous $487,000 4.31%

% of portfolio

0.11%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$56.98 - $284.98 $376,580 - $1.88 Million	6,609 Added 375.72%	8,368 $508,000
Q4 2023 Jan 17, 2024	SELL	$232.04 - $279.85 $16,474 - $19,869	-71 Reduced 3.88%	1,759 $487,000
Q3 2023 Oct 10, 2023	BUY	$246.15 - $272.4 $18,953 - $20,974	77 Added 4.39%	1,830 $456,000
Q2 2023 Jul 20, 2023	BUY	$240.22 - $261.48 $8,888 - $9,674	37 Added 2.16%	1,753 $458,000
Q1 2023 Apr 26, 2023	BUY	$237.25 - $271.72 $4,982 - $5,706	21 Added 1.24%	1,716 $429,000

Q4 2022 Jan 20, 2023	BUY	$236.61 - $257.0 $63,884 - $69,390	270 Added 18.95%	1,695 $0
Q3 2022 Oct 12, 2022	BUY	$224.13 - $263.28 $224 - $263	1 Added 0.07%	1,425 $312,000
Q2 2022 Jul 12, 2022	SELL	$219.07 - $270.08 $23,878 - $29,438	-109 Reduced 7.11%	1,424 $322,000
Q4 2021 Jan 31, 2022	SELL	$265.81 - $290.54 $1,860 - $2,033	-7 Reduced 0.45%	1,533 $435,000
Q3 2021 Nov 15, 2021	SELL	$256.44 - $277.04 $22,310 - $24,102	-87 Reduced 5.35%	1,540 $405,000
Q2 2021 Jul 23, 2021	SELL	$260.21 - $276.38 $3,382 - $3,592	-13 Reduced 0.79%	1,627 $437,000
Q1 2021 Apr 12, 2021	SELL	$226.3 - $267.93 $2,941 - $3,483	-13 Reduced 0.79%	1,640 $429,000
Q4 2020 Jan 25, 2021	SELL	$187.77 - $230.69 $2,628 - $3,229	-14 Reduced 0.84%	1,653 $379,000
Q3 2020 Oct 15, 2020	BUY	$174.43 - $196.49 $174 - $196	1 Added 0.06%	1,667 $309,000
Q2 2020 Jul 10, 2020	SELL	$133.18 - $194.42 $55,536 - $81,073	-417 Reduced 20.02%	1,666 $296,000
Q1 2020 Apr 15, 2020	SELL	$121.75 - $210.58 $22,523 - $38,957	-185 Reduced 8.16%	2,083 $299,000
Q4 2019 Jan 27, 2020	BUY	$185.78 - $206.16 $421,349 - $467,570	2,268 New	2,268 $467,000

Others Institutions Holding IJH

# of Institutions

2,340

Shares Held

989M

Call Options Held

1.07M

Put Options Held

117K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Acorn Financial Advisory Services Inc Ishares Core S&P Mid Cap ETF Transaction History