Heritage Wealth Advisors Ishares Core S&P Mid Cap ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,095 shares of IJH stock, worth $317,724. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,095

Previous 39,173 86.99%

Holding current value

$317,724

Previous $2.29 Million 86.17%

% of portfolio

0.02%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$57.32 - $62.65 $1.95 Million - $2.13 Million	-34,078 Reduced 86.99%	5,095 $317,000
Q2 2024 Dec 12, 2024	BUY	$56.43 - $60.79 $2.13 Million - $2.29 Million	37,748 Added 2648.98%	39,173 $2.29 Million
Q2 2024 Aug 05, 2024	BUY	$56.43 - $60.79 $2.13 Million - $2.29 Million	37,748 Added 2648.98%	39,173 $2.29 Million
Q1 2024 Dec 12, 2024	BUY	$56.98 - $284.98 $64,957 - $324,877	1,140 Added 400.0%	1,425 $86,000
Q1 2024 May 08, 2024	BUY	$56.98 - $284.98 $64,957 - $324,877	1,140 Added 400.0%	1,425 $86,000
Q2 2023 Dec 12, 2024	SELL	$240.22 - $261.48 $1.16 Million - $1.26 Million	-4,810 Reduced 94.41%	285 $74,000
Q2 2023 Aug 09, 2023	BUY	$240.22 - $261.48 $8,407 - $9,151	35 Added 14.0%	285 $74,000
Q1 2023 May 04, 2023	SELL	$237.25 - $271.72 $10,439 - $11,955	-44 Reduced 14.97%	250 $62,000
Q4 2022 Dec 12, 2024	SELL	$44.74 - $257.0 $3,444 - $19,789	-77 Reduced 20.75%	294 $71,000
Q4 2022 Feb 06, 2023	SELL	$44.74 - $257.0 $3,444 - $19,789	-77 Reduced 20.75%	294 $71,000
Q3 2022 Dec 12, 2024	SELL	$43.85 - $263.28 $207,147 - $1.24 Million	-4,724 Reduced 92.72%	371 $16,000
Q2 2022 Aug 04, 2022	BUY	$219.07 - $270.08 $44,909 - $55,366	205 Added 123.49%	371 $84,000
Q1 2022 May 11, 2022	SELL	$251.21 - $285.37 $6.2 Million - $7.05 Million	-24,700 Reduced 99.33%	166 $45,000
Q2 2021 Aug 09, 2021	SELL	$260.21 - $276.38 $8,066 - $8,567	-31 Reduced 0.12%	24,866 $6.68 Million
Q2 2021 Jul 27, 2021	BUY	$260.21 - $276.38 $8,066 - $8,567	31 Added 0.12%	24,897 $5.72 Million
Q1 2021 Apr 27, 2021	SELL	$226.3 - $267.93 $7,015 - $8,305	-31 Reduced 0.12%	24,866 $6.47 Million
Q4 2020 Feb 01, 2021	SELL	$187.77 - $230.69 $92,007 - $113,038	-490 Reduced 1.93%	24,897 $5.72 Million
Q2 2020 Jul 17, 2020	BUY	$133.18 - $194.42 $34.9 Million - $51 Million	262,127 Added 1026.94%	287,652 $4.51 Million
Q2 2020 Jul 17, 2020	SELL	$133.18 - $194.42 $34.9 Million - $51 Million	-262,265 Reduced 91.17%	25,387 $4.51 Million
Q1 2020 May 05, 2020	SELL	$121.75 - $210.58 $7,792 - $13,477	-64 Reduced 0.25%	25,525 $3.67 Million
Q4 2019 Feb 04, 2020	BUY	$185.78 - $206.16 $44,215 - $49,066	238 Added 0.94%	25,589 $5.27 Million
Q3 2019 Oct 30, 2019	SELL	$183.17 - $198.52 $5,128 - $5,558	-28 Reduced 0.11%	25,351 $4.9 Million
Q2 2019 Aug 05, 2019	BUY	$181.14 - $198.0 $10,868 - $11,880	60 Added 0.24%	25,379 $0
Q1 2019 May 06, 2019	SELL	$162.83 - $193.4 $3.24 Million - $3.85 Million	-19,907 Reduced 44.02%	25,319 $0
Q4 2018 Jan 28, 2019	BUY	$156.48 - $199.76 $7.08 Million - $9.03 Million	45,226 New	45,226 $7.51 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

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Heritage Wealth Advisors Ishares Core S&P Mid Cap ETF Transaction History