Avaii Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Avaii Wealth Management, LLC

$196 Million
Q2 2025

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 138,618 shares of IJH stock, worth $8.67 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares

138,618

Previous 165,837 16.41%

Holding current value

$8.67 Million

Previous $9.68 Million 11.15%

% of portfolio

4.39%

Previous 5.65%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$51.16 - $62.02 $1.39 Million - $1.69 Million	-27,219 Reduced 16.41%	138,618 $8.6 Million
Q1 2025 Apr 16, 2025	BUY	$57.21 - $65.8 $9.16 Million - $10.5 Million	160,077 Added 2779.11%	165,837 $9.68 Million
Q1 2024 Apr 29, 2024	BUY	$56.98 - $284.98 $262,563 - $1.31 Million	4,608 Added 400.0%	5,760 $349,000
Q4 2023 Feb 05, 2024	SELL	$232.04 - $279.85 $16,474 - $19,869	-71 Reduced 5.81%	1,152 $319,000
Q3 2023 Oct 24, 2023	SELL	$246.15 - $272.4 $7,876 - $8,716	-32 Reduced 2.55%	1,223 $304,000
Q1 2023 Apr 10, 2023	SELL	$237.25 - $271.72 $8,778 - $10,053	-37 Reduced 2.86%	1,255 $313,000
Q4 2022 Jan 25, 2023	SELL	$44.74 - $257.0 $1,029 - $5,911	-23 Reduced 1.75%	1,292 $0
Q3 2022 Nov 14, 2022	BUY	$43.85 - $263.28 $2,543 - $15,270	58 Added 4.61%	1,315 $288,000
Q2 2022 Aug 12, 2022	SELL	$219.07 - $270.08 $12,267 - $15,124	-56 Reduced 4.27%	1,257 $284,000
Q4 2021 Feb 14, 2022	BUY	$265.81 - $290.54 $349,008 - $381,479	1,313 New	1,313 $372,000

Others Institutions Holding IJH

# of Institutions

2,698

Shares Held

1.16B

Call Options Held

634K

Put Options Held

153K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Avaii Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History