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

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 117,608 shares of IJH stock, worth $7.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

117,608

Previous 112,098 4.92%

Holding current value

$7.5 Million

Previous $6.54 Million 11.53%

% of portfolio

0.12%

Previous 0.12%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$51.16 - $62.02 $281,891 - $341,730	5,510 Added 4.92%	117,608 $7.29 Million
Q1 2025 Apr 16, 2025	SELL	$57.21 - $65.8 $470,609 - $541,270	-8,226 Reduced 6.84%	112,098 $6.54 Million
Q4 2024 Jan 14, 2025	SELL	$61.68 - $67.87 $592,128 - $651,552	-9,600 Reduced 7.39%	120,324 $7.5 Million
Q3 2024 Oct 11, 2024	BUY	$57.32 - $62.65 $536,285 - $586,153	9,356 Added 7.76%	129,924 $8.1 Million
Q2 2024 Jul 11, 2024	SELL	$56.43 - $60.79 $117,487 - $126,564	-2,082 Reduced 1.7%	120,568 $7.06 Million
Q1 2024 May 02, 2024	SELL	$56.98 - $284.98 $3.88 Million - $19.4 Million	-68,083 Reduced 35.7%	122,650 $7.45 Million
Q4 2023 Jan 16, 2024	SELL	$232.04 - $279.85 $634,397 - $765,109	-2,734 Reduced 1.41%	190,733 $52.9 Million
Q3 2023 Oct 13, 2023	BUY	$246.15 - $272.4 $207,258 - $229,360	842 Added 0.44%	193,467 $48.2 Million
Q2 2023 Jul 14, 2023	BUY	$240.22 - $261.48 $21,619 - $23,533	90 Added 0.05%	192,625 $50.4 Million
Q1 2023 Apr 12, 2023	SELL	$237.25 - $271.72 $990,518 - $1.13 Million	-4,175 Reduced 2.12%	192,535 $48.2 Million
Q4 2022 Jan 19, 2023	BUY	$44.74 - $257.0 $8.8 Million - $50.6 Million	196,710 New	196,710 $0
Q2 2022 Jul 08, 2022	SELL	$219.07 - $270.08 $39,870 - $49,154	-182 Reduced 0.09%	200,596 $45.4 Million
Q1 2022 Apr 27, 2022	BUY	$251.21 - $285.37 $1.51 Million - $1.72 Million	6,019 Added 3.09%	200,778 $53.9 Million
Q4 2021 Jan 26, 2022	BUY	$265.81 - $290.54 $1.43 Million - $1.57 Million	5,390 Added 2.85%	194,759 $55.1 Million
Q3 2021 Nov 02, 2021	BUY	$256.44 - $277.04 $42.8 Million - $46.2 Million	166,836 Added 740.41%	189,369 $49.8 Million
Q3 2021 Oct 14, 2021	SELL	$256.44 - $277.04 $42 Million - $45.3 Million	-163,681 Reduced 87.9%	22,533 $5.93 Million
Q2 2021 Jul 21, 2021	SELL	$260.21 - $276.38 $85,088 - $90,376	-327 Reduced 0.18%	186,214 $50 Million
Q1 2021 May 24, 2021	SELL	$226.3 - $267.93 $3.71 Million - $4.39 Million	-16,394 Reduced 8.08%	186,541 $48.6 Million
Q4 2020 Jan 14, 2021	SELL	$187.77 - $230.69 $1.26 Million - $1.55 Million	-6,714 Reduced 3.2%	202,935 $46.6 Million
Q3 2020 Oct 13, 2020	SELL	$174.43 - $196.49 $1.25 Million - $1.41 Million	-7,176 Reduced 3.31%	209,649 $38.9 Million
Q2 2020 Jul 16, 2020	SELL	$133.18 - $194.42 $108,142 - $157,869	-812 Reduced 0.37%	216,825 $38.6 Million
Q4 2019 Jan 29, 2020	BUY	$185.78 - $206.16 $2.12 Million - $2.35 Million	11,418 Added 5.54%	217,637 $44.8 Million
Q3 2019 Oct 07, 2019	BUY	$183.17 - $198.52 $4.04 Million - $4.38 Million	22,044 Added 11.97%	206,219 $39.8 Million
Q2 2019 Jul 17, 2019	BUY	$181.14 - $198.0 $1.41 Million - $1.54 Million	7,770 Added 4.4%	184,175 $35.8 Million
Q1 2019 Apr 09, 2019	BUY	$162.83 - $193.4 $1.27 Million - $1.51 Million	7,808 Added 4.63%	176,405 $33.4 Million
Q4 2018 Jan 22, 2019	SELL	$156.48 - $199.76 $693,362 - $885,136	-4,431 Reduced 2.56%	168,597 $28 Million
Q3 2018 Nov 05, 2018	BUY	$194.86 - $204.98 $1.21 Million - $1.27 Million	6,189 Added 3.71%	173,028 $34.8 Million
Q2 2018 Jul 23, 2018	BUY	$183.17 - $200.64 $393,815 - $431,375	2,150 Added 1.31%	166,839 $32.5 Million
Q1 2018 Apr 26, 2018	BUY	$179.89 - $199.21 $1.48 Million - $1.64 Million	8,210 Added 5.25%	164,689 $30.9 Million
Q4 2017 Jan 31, 2018	BUY	$180.58 - $190.73 $381,565 - $403,012	2,113 Added 1.37%	156,479 $29.7 Million
Q3 2017 Nov 06, 2017	BUY	$176.74 - $178.9 $27.3 Million - $27.6 Million	154,366	154,366 $27.6 Million

Others Institutions Holding IJH

# of Institutions

2,687

Shares Held

1.16B

Call Options Held

634K

Put Options Held

150K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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