Carson Allaria Wealth Management, Ltd. Ishares Core S&P Mid Cap ETF Transaction History

Carson Allaria Wealth Management, Ltd.

  • $180 Million
  • Q2 2025

A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 1,102 shares of IJH stock, worth $70,924. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,102
Previous 632 74.37%
Holding current value
$70,924
Previous $36,000 88.89%
% of portfolio
0.04%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$51.16 - $62.02 $24,045 - $29,149
470 Added 74.37%
1,102 $68,000
Q1 2025

Apr 28, 2025
BUY
$57.21 - $65.8 $5,320 - $6,119
93 Added 17.25%
632 $36,000
Q4 2024

Jan 27, 2025
BUY
$61.68 - $67.87 $29,483 - $32,441
478 Added 783.61%
539 $33,000
Q3 2024

Oct 21, 2024
BUY
$57.32 - $62.65 $3,496 - $3,821
61 New
61 $3,000
Q1 2024

May 07, 2024
BUY
$56.98 - $284.98 $108,262 - $541,462
1,900 New
1,900 $115,000

Others Institutions Holding IJH

# of Institutions
2,688
Shares Held
1.16B
Call Options Held
634K
Put Options Held
150K
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 Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email