Kathleen S. Wright Associates Inc. Ishares Core S&P Mid Cap ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 16,069 shares of IJH stock, worth $1.03 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
16,069
Previous 16,103 0.21%
Holding current value
$1.03 Million
Previous $998,000 5.01%
% of portfolio
0.41%
Previous 0.41%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$62.09 - $66.51 $2,111 - $2,261
-34 Reduced 0.21%
16,069 $1.05 Million
Q2 2025

Jul 31, 2025
SELL
$51.16 - $62.02 $8,185 - $9,923
-160 Reduced 0.98%
16,103 $998,000
Q1 2025

May 05, 2025
BUY
$57.21 - $65.8 $95,426 - $109,754
1,668 Added 11.43%
16,263 $948,000
Q4 2024

Jan 24, 2025
BUY
$61.68 - $67.87 $2,898 - $3,189
47 Added 0.32%
14,595 $909,000
Q3 2024

Oct 11, 2024
BUY
$57.32 - $62.65 $2,866 - $3,132
50 Added 0.34%
14,548 $906,000
Q2 2024

Jul 17, 2024
SELL
$56.43 - $60.79 $451 - $486
-8 Reduced 0.06%
14,498 $848,000
Q1 2024

Apr 17, 2024
BUY
$56.98 - $284.98 $659,714 - $3.3 Million
11,578 Added 395.42%
14,506 $881,000
Q4 2023

Jan 31, 2024
SELL
$232.04 - $279.85 $62,650 - $75,559
-270 Reduced 8.44%
2,928 $811,000
Q3 2023

Oct 20, 2023
SELL
$246.15 - $272.4 $3,938 - $4,358
-16 Reduced 0.5%
3,198 $797,000
Q2 2023

Jul 20, 2023
SELL
$240.22 - $261.48 $10,089 - $10,982
-42 Reduced 1.29%
3,214 $840,000
Q1 2023

Apr 21, 2023
BUY
$237.25 - $271.72 $4,507 - $5,162
19 Added 0.59%
3,256 $814,000
Q4 2022

Feb 01, 2023
BUY
$44.74 - $257.0 $536 - $3,084
12 Added 0.37%
3,237 $782,000
Q3 2022

Oct 18, 2022
BUY
$43.85 - $263.28 $1,052 - $6,318
24 Added 0.75%
3,225 $707,000
Q2 2022

Jul 15, 2022
BUY
$219.07 - $270.08 $96,390 - $118,835
440 Added 15.94%
3,201 $724,000
Q1 2022

Apr 29, 2022
BUY
$251.21 - $285.37 $32,657 - $37,098
130 Added 4.94%
2,761 $741,000
Q4 2021

Feb 02, 2022
BUY
$265.81 - $290.54 $699,346 - $764,410
2,631 New
2,631 $745,000

Others Institutions Holding IJH

# of Institutions
2,770
Shares Held
1.17B
Call Options Held
569K
Put Options Held
75.3K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email