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

Encompass Wealth Advisors, LLC

$269 Million
Q2 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 208,174 shares of IJH stock, worth $13.3 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares

208,174

Previous 200,130 4.02%

Holding current value

$13.3 Million

Previous $11.7 Million 10.56%

% of portfolio

4.8%

Previous 4.8%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$51.16 - $62.02 $411,531 - $498,888	8,044 Added 4.02%	208,174 $12.9 Million
Q1 2025 Apr 22, 2025	BUY	$57.21 - $65.8 $367,230 - $422,370	6,419 Added 3.31%	200,130 $11.7 Million
Q4 2024 Jan 27, 2025	BUY	$61.68 - $67.87 $122,928 - $135,264	1,993 Added 1.04%	193,711 $12.1 Million
Q3 2024 Nov 05, 2024	BUY	$57.32 - $62.65 $191,448 - $209,251	3,340 Added 1.77%	191,718 $11.9 Million
Q2 2024 Aug 08, 2024	BUY	$56.43 - $60.79 $102,984 - $110,941	1,825 Added 0.98%	188,378 $11 Million
Q1 2024 May 10, 2024	BUY	$56.98 - $284.98 $8.53 Million - $42.7 Million	149,670 Added 405.8%	186,553 $11.3 Million
Q4 2023 Feb 13, 2024	BUY	$232.04 - $279.85 $308,381 - $371,920	1,329 Added 3.74%	36,883 $10.2 Million
Q3 2023 Nov 07, 2023	BUY	$246.15 - $272.4 $382,270 - $423,037	1,553 Added 4.57%	35,554 $8.87 Million
Q2 2023 Aug 09, 2023	BUY	$240.22 - $261.48 $49,004 - $53,341	204 Added 0.6%	34,001 $8.89 Million
Q1 2023 May 04, 2023	BUY	$237.25 - $271.72 $114,117 - $130,697	481 Added 1.44%	33,797 $8.45 Million
Q4 2022 Feb 01, 2023	SELL	$44.74 - $257.0 $37,447 - $215,109	-837 Reduced 2.45%	33,316 $8.06 Million
Q3 2022 Oct 28, 2022	SELL	$43.85 - $263.28 $24,775 - $148,753	-565 Reduced 1.63%	34,153 $7.49 Million
Q2 2022 Aug 03, 2022	SELL	$219.07 - $270.08 $1.57 Million - $1.94 Million	-7,172 Reduced 17.12%	34,718 $7.85 Million
Q1 2022 Apr 28, 2022	BUY	$251.21 - $285.37 $150,977 - $171,507	601 Added 1.46%	41,890 $11.2 Million
Q4 2021 Jan 20, 2022	BUY	$265.81 - $290.54 $616,945 - $674,343	2,321 Added 5.96%	41,289 $11.7 Million
Q3 2021 Nov 16, 2021	BUY	$256.44 - $277.04 $130,271 - $140,736	508 Added 1.32%	38,968 $10.3 Million
Q2 2021 Aug 03, 2021	SELL	$260.21 - $276.38 $415,555 - $441,378	-1,597 Reduced 3.99%	38,460 $10.3 Million
Q1 2021 May 25, 2021	BUY	$226.3 - $267.93 $9.06 Million - $10.7 Million	40,057 New	40,057 $10.7 Million
Q4 2020 Mar 09, 2021	SELL	$187.77 - $230.69 $5.43 Million - $6.67 Million	-28,911 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$187.77 - $230.69 $5.43 Million - $6.67 Million	28,911 New	28,911 $6.65 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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Encompass Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History