Family Wealth Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Family Wealth Group, LLC

$96.6 Million
Q2 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,727 shares of IJH stock, worth $497,155. This represents 0.5% of its overall portfolio holdings.

Number of Shares

7,727

Holding current value

$497,155

% of portfolio

0.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$51.16 - $62.02 $395,313 - $479,228	7,727 New	7,727 $479,000
Q1 2025 May 14, 2025	SELL	$57.21 - $65.8 $511,800 - $588,646	-8,946 Closed	0 $0
Q4 2024 May 14, 2025	SELL	$61.68 - $67.87 $8,511 - $9,366	-138 Reduced 1.52%	8,946 $557,000
Q3 2024 Apr 01, 2025	BUY	$57.32 - $62.65 $43,104 - $47,112	752 Added 9.03%	9,084 $566,000
Q3 2024 Nov 14, 2024	SELL	$57.32 - $62.65 $13,298 - $14,534	-232 Reduced 2.77%	8,144 $507,000
Q2 2024 Apr 01, 2025	BUY	$56.43 - $60.79 $21,951 - $23,647	389 Added 4.9%	8,332 $487,000
Q2 2024 Aug 14, 2024	BUY	$56.43 - $60.79 $20,484 - $22,066	363 Added 4.53%	8,376 $490,000
Q1 2024 Apr 01, 2025	BUY	$56.98 - $284.98 $366,267 - $1.83 Million	6,428 Added 424.29%	7,943 $482 Million
Q1 2024 Aug 14, 2024	BUY	$56.98 - $284.98 $369,458 - $1.85 Million	6,484 Added 424.07%	8,013 $486,000
Q4 2023 Apr 01, 2025	SELL	$232.04 - $279.85 $1.54 Million - $1.86 Million	-6,629 Reduced 81.4%	1,515 $420 Million
Q4 2023 Feb 14, 2024	BUY	$232.04 - $279.85 $354,789 - $427,890	1,529 New	1,529 $423,000

Others Institutions Holding IJH

# of Institutions

2,725

Shares Held

1.18B

Call Options Held

709K

Put Options Held

118K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Family Wealth Group, LLC Ishares Core S&P Mid Cap ETF Transaction History