Financial Advocates Investment Management Ishares Core S&P Mid Cap ETF Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 275,656 shares of IJH stock, worth $16.4 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

275,656

Previous 399,204 30.95%

Holding current value

$16.4 Million

Previous $24.9 Million 35.34%

% of portfolio

1.17%

Previous 1.46%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$57.21 - $65.8 $7.07 Million - $8.13 Million	-123,548 Reduced 30.95%	275,656 $16.1 Million
Q4 2024 Jan 27, 2025	BUY	$61.68 - $67.87 $660,222 - $726,480	10,704 Added 2.76%	399,204 $24.9 Million
Q3 2024 Oct 25, 2024	BUY	$57.32 - $62.65 $2.05 Million - $2.24 Million	35,743 Added 10.13%	388,500 $24.2 Million
Q2 2024 Jul 26, 2024	BUY	$56.43 - $60.79 $339,370 - $365,591	6,014 Added 1.73%	352,757 $20.6 Million
Q1 2024 May 01, 2024	BUY	$56.98 - $284.98 $15.9 Million - $79.3 Million	278,327 Added 406.82%	346,743 $21.1 Million
Q4 2023 Feb 08, 2024	SELL	$232.04 - $279.85 $1.89 Million - $2.28 Million	-8,141 Reduced 10.63%	68,416 $19 Million
Q3 2023 Oct 27, 2023	BUY	$246.15 - $272.4 $3.59 Million - $3.97 Million	14,566 Added 23.5%	76,557 $19.1 Million
Q2 2023 Aug 07, 2023	BUY	$240.22 - $261.48 $1.16 Million - $1.26 Million	4,824 Added 8.44%	61,991 $16.2 Million
Q1 2023 May 11, 2023	BUY	$237.25 - $271.72 $900,838 - $1.03 Million	3,797 Added 7.11%	57,167 $14.3 Million
Q4 2022 Feb 14, 2023	BUY	$44.74 - $257.0 $348,032 - $2 Million	7,779 Added 17.06%	53,370 $12.9 Million
Q3 2022 Nov 14, 2022	BUY	$43.85 - $263.28 $606,577 - $3.64 Million	13,833 Added 43.56%	45,591 $9.97 Million
Q2 2022 Aug 12, 2022	SELL	$219.07 - $270.08 $380,305 - $468,858	-1,736 Reduced 5.18%	31,758 $7.19 Million
Q1 2022 May 11, 2022	BUY	$251.21 - $285.37 $351,945 - $399,803	1,401 Added 4.37%	33,494 $8.99 Million
Q4 2021 Feb 14, 2022	BUY	$265.81 - $290.54 $850,060 - $929,146	3,198 Added 11.07%	32,093 $9.09 Million
Q3 2021 Nov 04, 2021	BUY	$256.44 - $277.04 $366,452 - $395,890	1,429 Added 5.2%	28,895 $7.6 Million
Q2 2021 Aug 03, 2021	BUY	$260.21 - $276.38 $507,929 - $539,493	1,952 Added 7.65%	27,466 $7.38 Million
Q1 2021 May 10, 2021	SELL	$226.3 - $267.93 $98,893 - $117,085	-437 Reduced 1.68%	25,514 $6.58 Million
Q4 2020 Feb 12, 2021	SELL	$187.77 - $230.69 $48,256 - $59,287	-257 Reduced 0.98%	25,951 $5.96 Million
Q3 2020 Nov 04, 2020	BUY	$174.43 - $196.49 $1.7 Million - $1.92 Million	9,753 Added 59.27%	26,208 $4.86 Million
Q2 2020 Aug 14, 2020	SELL	$133.18 - $194.42 $53,272 - $77,768	-400 Reduced 2.37%	16,455 $2.86 Million
Q1 2020 Apr 29, 2020	SELL	$121.75 - $210.58 $506,480 - $876,012	-4,160 Reduced 19.8%	16,855 $2.43 Million
Q4 2019 Feb 13, 2020	BUY	$185.78 - $206.16 $292,975 - $325,114	1,577 Added 8.11%	21,015 $4.33 Million
Q3 2019 Nov 13, 2019	BUY	$183.17 - $198.52 $367,622 - $398,429	2,007 Added 11.51%	19,438 $3.76 Million
Q2 2019 Aug 08, 2019	SELL	$181.14 - $198.0 $241,097 - $263,538	-1,331 Reduced 7.09%	17,431 $3.39 Million
Q1 2019 May 16, 2019	SELL	$162.83 - $193.4 $1.17 Million - $1.39 Million	-7,211 Reduced 27.76%	18,762 $3.55 Million
Q4 2018 May 09, 2019	BUY	$156.48 - $199.76 $2.73 Million - $3.49 Million	17,462 Added 205.17%	25,973 $4.31 Million
Q4 2018 Mar 04, 2019	SELL	$156.48 - $199.76 $2.73 Million - $3.49 Million	-17,462 Reduced 67.23%	8,511 $1.41 Million
Q4 2018 Feb 14, 2019	SELL	$156.48 - $199.76 $2.9 Million - $3.7 Million	-18,541 Reduced 41.65%	25,973 $4.31 Million
Q3 2018 Nov 14, 2018	SELL	$194.86 - $204.98 $1.28 Million - $1.35 Million	-6,590 Reduced 12.9%	44,514 $0
Q2 2018 Aug 09, 2018	BUY	$183.17 - $200.64 $322,562 - $353,327	1,761 Added 3.57%	51,104 $9.96 Million
Q1 2018 May 11, 2018	BUY	$179.89 - $199.21 $636,450 - $704,804	3,538 Added 7.72%	49,343 $9.26 Million
Q4 2017 Feb 15, 2018	BUY	$180.58 - $190.73 $8.27 Million - $8.74 Million	45,805	45,805 $8.69 Million

Others Institutions Holding IJH

# of Institutions

2,669

Shares Held

1.17B

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

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Ishares Core S&P Mid Cap ETF Transaction History