A detailed history of Cap Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 7,205 shares of IJH stock, worth $449,303. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,205
Previous 7,205 -0.0%
Holding current value
$449,303
Previous $421,000 6.65%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$56.43 - $60.79 $67,151 - $72,340
1,190 Added 19.78%
7,205 $421,000
Q1 2024

May 03, 2024

BUY
$56.98 - $284.98 $274,187 - $1.37 Million
4,812 Added 400.0%
6,015 $365,000
Q3 2023

Nov 01, 2023

SELL
$246.15 - $272.4 $15,507 - $17,161
-63 Reduced 4.98%
1,203 $299,000
Q1 2023

May 02, 2023

SELL
$237.25 - $271.72 $42,230 - $48,366
-178 Reduced 12.33%
1,266 $316,000
Q4 2022

Feb 01, 2023

BUY
$44.74 - $257.0 $2,818 - $16,191
63 Added 4.56%
1,444 $349,000
Q1 2022

May 02, 2022

BUY
$251.21 - $285.37 $29,140 - $33,102
116 Added 9.17%
1,381 $371,000
Q4 2020

Feb 02, 2021

SELL
$187.77 - $230.69 $91,631 - $112,576
-488 Reduced 27.84%
1,265 $291,000
Q2 2020

Aug 12, 2020

SELL
$133.18 - $194.42 $26,636 - $38,884
-200 Reduced 10.24%
1,753 $312,000
Q1 2020

May 08, 2020

SELL
$121.75 - $210.58 $11,566 - $20,005
-95 Reduced 4.64%
1,953 $281,000
Q1 2020

May 08, 2020

BUY
$121.75 - $210.58 $11,566 - $20,005
95 Added 4.86%
2,048 $294,000
Q3 2019

Oct 29, 2019

SELL
$183.17 - $198.52 $17,401 - $18,859
-95 Reduced 4.64%
1,953 $377,000
Q2 2019

Aug 13, 2019

BUY
$181.14 - $198.0 $53,436 - $58,410
295 Added 16.83%
2,048 $398,000
Q1 2019

May 15, 2019

SELL
$162.83 - $193.4 $53,245 - $63,241
-327 Reduced 15.72%
1,753 $332,000
Q1 2018

May 14, 2018

BUY
$179.89 - $199.21 $374,171 - $414,356
2,080 New
2,080 $390,000

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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