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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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 34,960 shares of IJH stock, worth $2.25 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

34,960

Previous 38,223 8.54%

Holding current value

$2.25 Million

Previous $2.38 Million 14.36%

% of portfolio

0.12%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$57.21 - $65.8 $186,676 - $214,705	-3,263 Reduced 8.54%	34,960 $2.04 Million
Q4 2024 Feb 07, 2025	BUY	$61.68 - $67.87 $82,897 - $91,217	1,344 Added 3.64%	38,223 $2.38 Million
Q3 2024 Nov 08, 2024	BUY	$57.32 - $62.65 $241,145 - $263,568	4,207 Added 12.88%	36,879 $2.3 Million
Q2 2024 Aug 13, 2024	BUY	$56.43 - $60.79 $142,880 - $153,920	2,532 Added 8.4%	32,672 $1.91 Million
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	$44.74 - $257.0 $18,074 - $103,828	404 Added 11.35%	3,962 $958,000
Q3 2022 Nov 07, 2022	BUY	$43.85 - $263.28 $8,287 - $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

2,687

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