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

Bordeaux Wealth Advisors LLC

  • $302 Million
  • Q1 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 139,517 shares of IJH stock, worth $8.13 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares
139,517
Previous 27,238 412.21%
Holding current value
$8.13 Million
Previous $7.55 Million 12.25%
% of portfolio
2.81%
Previous 2.55%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$56.98 - $284.98 $6.4 Million - $32 Million
112,279 Added 412.21%
139,517 $8.47 Million
Q4 2023

Feb 06, 2024
SELL
$232.04 - $279.85 $133,423 - $160,913
-575 Reduced 2.07%
27,238 $7.55 Million
Q3 2023

Oct 27, 2023
BUY
$246.15 - $272.4 $1.9 Million - $2.1 Million
7,720 Added 38.42%
27,813 $6.94 Million
Q2 2023

Aug 09, 2023
SELL
$240.22 - $261.48 $104,495 - $113,743
-435 Reduced 2.12%
20,093 $5.25 Million
Q3 2022

Nov 04, 2022
SELL
$224.13 - $263.28 $95,479 - $112,157
-426 Reduced 2.03%
20,528 $4.5 Million
Q2 2022

Jul 28, 2022
BUY
$219.07 - $270.08 $48,633 - $59,957
222 Added 1.07%
20,954 $4.74 Million
Q4 2021

Jan 27, 2022
SELL
$265.81 - $290.54 $1.27 Million - $1.39 Million
-4,779 Reduced 18.73%
20,732 $5.87 Million
Q3 2021

Nov 08, 2021
SELL
$256.44 - $277.04 $99,242 - $107,214
-387 Reduced 1.49%
25,511 $6.71 Million
Q2 2021

Jul 30, 2021
SELL
$260.21 - $276.38 $900,326 - $956,274
-3,460 Reduced 11.79%
25,898 $6.96 Million
Q1 2021

Apr 26, 2021
SELL
$226.3 - $267.93 $1.1 Million - $1.31 Million
-4,882 Reduced 14.26%
29,358 $7.64 Million
Q4 2020

Feb 04, 2021
BUY
$187.77 - $230.69 $6.43 Million - $7.9 Million
34,240 New
34,240 $7.87 Million

Others Institutions Holding IJH

# of Institutions
2,335
Shares Held
989M
Call Options Held
1.07M
Put Options Held
117K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Bordeaux Wealth Advisors LLC Portfolio

Follow Bordeaux Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email