Caldwell Trust CO Ishares Core S&P Mid Cap ETF Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Caldwell Trust CO holds 143,596 shares of IJH stock, worth $9.32 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

143,596

Previous 141,479 1.5%

Holding current value

$9.32 Million

Previous $8.77 Billion 6.8%

% of portfolio

0.88%

Previous 0.88%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$62.09 - $66.51 $131,444 - $140,801	2,117 Added 1.5%	143,596 $9.37 Billion
Q2 2025 Sep 22, 2025	BUY	$51.16 - $62.02 $7.24 Million - $8.77 Million	141,479 New	141,479 $8.77 Billion
Q1 2025 Sep 23, 2025	SELL	$57.21 - $65.8 $137,990 - $158,709	-2,412 Reduced 1.7%	139,067 $8.11 Billion
Q4 2024 Sep 24, 2025	BUY	$61.68 - $67.87 $666,020 - $732,860	10,798 Added 9.49%	124,637 $7.77 Billion
Q3 2024 Sep 24, 2025	BUY	$57.32 - $62.65 $709,105 - $775,043	12,371 Added 12.19%	113,839 $7.09 Billion
Q2 2024 Sep 24, 2025	BUY	$56.43 - $60.79 $395,574 - $426,137	7,010 Added 7.42%	101,468 $5.94 Billion
Q1 2024 Sep 24, 2025	SELL	$56.98 - $284.98 $2.68 Million - $13.4 Million	-47,021 Reduced 33.24%	94,458 $5.74 Billion
Q4 2023 Oct 01, 2025	BUY	$232.04 - $279.85 $241,089 - $290,764	1,039 Added 6.8%	16,320 $4.52 Billion
Q3 2023 Oct 01, 2025	BUY	$246.15 - $272.4 $1.06 Million - $1.17 Million	4,298 Added 39.13%	15,281 $3.81 Billion
Q2 2023 Oct 01, 2025	BUY	$240.22 - $261.48 $1.71 Million - $1.86 Million	7,119 Added 184.24%	10,983 $2.87 Billion
Q1 2023 Oct 01, 2025	SELL	$237.25 - $271.72 $32.6 Million - $37.4 Million	-137,615 Reduced 97.27%	3,864 $967 Million
Q4 2022 Oct 01, 2025	BUY	$44.74 - $257.0 $2,773 - $15,934	62 Added 2.04%	3,100 $750 Million
Q3 2022 Oct 01, 2025	SELL	$43.85 - $263.28 $6.07 Million - $36.4 Million	-138,441 Reduced 97.85%	3,038 $666 Million
Q2 2022 Oct 01, 2025	BUY	$219.07 - $270.08 $28,698 - $35,380	131 Added 4.45%	3,078 $696 Million
Q1 2022 Oct 01, 2025	SELL	$251.21 - $285.37 $34.8 Million - $39.5 Million	-138,532 Reduced 97.92%	2,947 $791 Million
Q1 2021 Oct 02, 2025	SELL	$226.3 - $267.93 $31.4 Million - $37.1 Million	-138,582 Reduced 97.95%	2,897 $754 Million
Q4 2020 Oct 02, 2025	SELL	$187.77 - $230.69 $26 Million - $32 Million	-138,582 Reduced 97.95%	2,897 $666 Million
Q3 2020 Oct 02, 2025	SELL	$174.43 - $196.49 $17,443 - $19,649	-100 Reduced 3.34%	2,897 $537 Million
Q2 2020 Oct 02, 2025	SELL	$133.18 - $194.42 $41,285 - $60,270	-310 Reduced 9.37%	2,997 $533 Million
Q1 2020 Oct 02, 2025	SELL	$121.75 - $210.58 $16.8 Million - $29.1 Million	-138,172 Reduced 97.66%	3,307 $476 Million
Q4 2019 Oct 06, 2025	SELL	$185.78 - $206.16 $25.7 Million - $28.5 Million	-138,172 Reduced 97.66%	3,307 $681 Million

Others Institutions Holding IJH

# of Institutions

2,741

Shares Held

1.17B

Call Options Held

709K

Put Options Held

118K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Caldwell Trust CO Ishares Core S&P Mid Cap ETF Transaction History