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

Guardian Wealth Advisors, LLC

$162 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 194,554 shares of IJH stock, worth $12.1 Million. This represents 7.49% of its overall portfolio holdings.

Number of Shares

194,554

Previous 186,563 4.28%

Holding current value

$12.1 Million

Previous $10.9 Million 11.06%

% of portfolio

7.49%

Previous 7.1%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$57.32 - $62.65 $458,044 - $500,636	7,991 Added 4.28%	194,554 $12.1 Million
Q2 2024 Aug 08, 2024	BUY	$56.43 - $60.79 $205,010 - $220,850	3,633 Added 1.99%	186,563 $10.9 Million
Q1 2024 Apr 26, 2024	BUY	$56.98 - $284.98 $8.37 Million - $41.8 Million	146,818 Added 406.56%	182,930 $11.1 Million
Q4 2023 Feb 08, 2024	BUY	$232.04 - $279.85 $199,786 - $240,950	861 Added 2.44%	36,112 $10 Million
Q3 2023 Oct 30, 2023	BUY	$246.15 - $272.4 $391,378 - $433,115	1,590 Added 4.72%	35,251 $8.79 Million
Q2 2023 Aug 08, 2023	BUY	$240.22 - $261.48 $350,000 - $380,976	1,457 Added 4.52%	33,661 $8.8 Million
Q1 2023 May 18, 2023	BUY	$237.25 - $271.72 $1.72 Million - $1.97 Million	7,233 Added 28.97%	32,204 $8.06 Million
Q1 2023 May 03, 2023	SELL	$237.25 - $271.72 $6.58 Million - $7.53 Million	-27,717 Reduced 99.74%	72 $18,000
Q4 2022 Feb 02, 2023	BUY	$44.74 - $257.0 $854,399 - $4.91 Million	19,097 Added 219.71%	27,789 $6.72 Million
Q3 2022 May 18, 2023	BUY	$43.85 - $263.28 $1.09 Million - $6.56 Million	24,899 Added 34581.94%	24,971 $5.48 Million
Q3 2022 Nov 09, 2022	SELL	$43.85 - $263.28 $631,703 - $3.79 Million	-14,406 Reduced 62.37%	8,692 $1.91 Million
Q2 2022 Aug 12, 2022	BUY	$219.07 - $270.08 $366,723 - $452,113	1,674 Added 7.81%	23,098 $5.23 Million
Q1 2022 May 11, 2022	BUY	$251.21 - $285.37 $344,911 - $391,813	1,373 Added 6.85%	21,424 $5.75 Million
Q4 2021 Feb 03, 2022	BUY	$265.81 - $290.54 $425,030 - $464,573	1,599 Added 8.67%	20,051 $5.68 Million
Q3 2021 Nov 10, 2021	BUY	$256.44 - $277.04 $112,577 - $121,620	439 Added 2.44%	18,452 $4.85 Million
Q2 2021 Jul 28, 2021	BUY	$260.21 - $276.38 $3.81 Million - $4.05 Million	14,643 Added 434.51%	18,013 $4.84 Million
Q1 2021 May 10, 2021	SELL	$226.3 - $267.93 $3.3 Million - $3.9 Million	-14,562 Reduced 81.21%	3,370 $877,000
Q1 2021 May 10, 2021	SELL	$226.3 - $267.93 $108,397 - $128,338	-479 Reduced 2.6%	17,932 $4.67 Million
Q4 2020 May 10, 2021	BUY	$187.77 - $230.69 $3.46 Million - $4.25 Million	18,411 New	18,411 $4.23 Million

Others Institutions Holding IJH

# of Institutions

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

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 Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

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