Arkadios Wealth Advisors Ishares Core S&P Mid Cap ETF Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 84,231 shares of IJH stock, worth $5.69 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

84,231

Previous 80,266 4.94%

Holding current value

$5.69 Million

Previous $4.7 Million 11.75%

% of portfolio

0.32%

Previous 0.34%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$57.32 - $62.65 $227,273 - $248,407	3,965 Added 4.94%	84,231 $5.25 Million
Q2 2024 Jul 29, 2024	BUY	$56.43 - $60.79 $3.77 Million - $4.06 Million	66,734 Added 493.16%	80,266 $4.7 Million
Q1 2024 Apr 30, 2024	BUY	$56.98 - $284.98 $629,002 - $3.15 Million	11,039 Added 442.8%	13,532 $821,000
Q4 2023 Jan 24, 2024	BUY	$232.04 - $279.85 $27,380 - $33,022	118 Added 4.97%	2,493 $690,000
Q3 2023 Oct 13, 2023	BUY	$246.15 - $272.4 $77,044 - $85,261	313 Added 15.18%	2,375 $592,000
Q2 2023 Jul 26, 2023	SELL	$240.22 - $261.48 $144,612 - $157,410	-602 Reduced 22.6%	2,062 $539,000
Q1 2023 May 02, 2023	BUY	$237.25 - $271.72 $21,589 - $24,726	91 Added 3.54%	2,664 $666,000
Q4 2022 Jan 11, 2023	BUY	$44.74 - $257.0 $34,091 - $195,834	762 Added 42.08%	2,573 $0
Q3 2022 Oct 21, 2022	BUY	$43.85 - $263.28 $27,187 - $163,233	620 Added 52.06%	1,811 $397,000
Q2 2022 Jul 14, 2022	SELL	$219.07 - $270.08 $41,404 - $51,045	-189 Reduced 13.7%	1,191 $269,000
Q1 2022 May 02, 2022	SELL	$251.21 - $285.37 $23,111 - $26,254	-92 Reduced 6.25%	1,380 $370,000
Q4 2021 Feb 03, 2022	BUY	$265.81 - $290.54 $76,287 - $83,384	287 Added 24.22%	1,472 $417,000
Q3 2021 Oct 19, 2021	SELL	$256.44 - $277.04 $2.26 Million - $2.44 Million	-8,794 Reduced 88.13%	1,185 $311,000
Q2 2021 Jul 28, 2021	BUY	$260.21 - $276.38 $209,469 - $222,485	805 Added 8.77%	9,979 $2.68 Million
Q1 2021 Apr 26, 2021	BUY	$226.3 - $267.93 $1.9 Million - $2.25 Million	8,406 Added 1094.53%	9,174 $2.39 Million
Q4 2020 Feb 09, 2021	BUY	$187.77 - $230.69 $109,469 - $134,492	583 Added 315.14%	768 $176,000
Q2 2020 Aug 10, 2020	SELL	$133.18 - $194.42 $33,295 - $48,605	-250 Reduced 57.47%	185 $32.9 Million
Q1 2020 May 14, 2020	BUY	$121.75 - $210.58 $18,993 - $32,850	156 Added 55.91%	435 $62.5 Million
Q4 2019 Feb 14, 2020	BUY	$185.78 - $206.16 $51,832 - $57,518	279 New	279 $57,000

Others Institutions Holding IJH

# of Institutions

2,463

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 Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Ishares Core S&P Mid Cap ETF Transaction History