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

Ever Source Wealth Advisors, LLC

$1.25 Billion
Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 30,140 shares of IJH stock, worth $1.76 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

30,140

Previous 5,401 458.04%

Holding current value

$1.76 Million

Previous $328,000 457.93%

% of portfolio

0.15%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	BUY	$56.98 - $284.98 $1.41 Million - $7.05 Million	24,739 Added 458.04%	30,140 $1.83 Million
Q4 2023 Feb 09, 2024	BUY	$232.04 - $279.85 $55,225 - $66,604	238 Added 4.61%	5,401 $1.5 Million
Q3 2023 Nov 03, 2023	BUY	$246.15 - $272.4 $192,243 - $212,744	781 Added 17.82%	5,163 $1.29 Million
Q2 2023 Aug 04, 2023	BUY	$240.22 - $261.48 $56,932 - $61,970	237 Added 5.72%	4,382 $1.15 Million
Q1 2023 May 11, 2023	BUY	$237.25 - $271.72 $43,416 - $49,724	183 Added 4.62%	4,145 $1.04 Million

Q4 2022 Feb 09, 2023	BUY	$236.61 - $257.0 $95,590 - $103,828	404 Added 11.35%	3,962 $958,000
Q3 2022 Nov 07, 2022	BUY	$224.13 - $263.28 $42,360 - $49,759	189 Added 5.61%	3,558 $780,000
Q2 2022 Aug 01, 2022	SELL	$219.07 - $270.08 $7,229 - $8,912	-33 Reduced 0.97%	3,369 $762,000
Q1 2022 May 25, 2022	BUY	$251.21 - $285.37 $233,876 - $265,679	931 Added 37.68%	3,402 $913,000
Q4 2021 Feb 07, 2022	BUY	$265.81 - $290.54 $656,816 - $717,924	2,471 New	2,471 $699,000

Others Institutions Holding IJH

# of Institutions

2,332

Shares Held

989M

Call Options Held

1.07M

Put Options Held

117K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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