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

Kfa Private Wealth Group, LLC

$286 Million
Q1 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 190,118 shares of IJH stock, worth $11.9 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares

190,118

Previous 121,470 56.51%

Holding current value

$11.9 Million

Previous $7.57 Million 46.58%

% of portfolio

3.88%

Previous 3.17%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$57.21 - $65.8 $3.93 Million - $4.52 Million	68,648 Added 56.51%	190,118 $11.1 Million
Q4 2024 Jan 22, 2025	BUY	$61.68 - $67.87 $1.69 Million - $1.86 Million	27,364 Added 29.08%	121,470 $7.57 Million
Q3 2024 Oct 18, 2024	SELL	$57.32 - $62.65 $152,012 - $166,147	-2,652 Reduced 2.74%	94,106 $5.86 Million
Q2 2024 Aug 07, 2024	SELL	$56.43 - $60.79 $3.13 Million - $3.38 Million	-55,529 Reduced 36.46%	96,758 $5.66 Million
Q1 2024 May 01, 2024	BUY	$56.98 - $284.98 $7.07 Million - $35.4 Million	124,128 Added 440.81%	152,287 $9.25 Million
Q4 2023 Feb 02, 2024	BUY	$232.04 - $279.85 $331,121 - $399,345	1,427 Added 5.34%	28,159 $7.8 Million
Q3 2023 Oct 25, 2023	BUY	$246.15 - $272.4 $248,119 - $274,579	1,008 Added 3.92%	26,732 $6.67 Million
Q2 2023 Jul 18, 2023	BUY	$240.22 - $261.48 $65,339 - $71,122	272 Added 1.07%	25,724 $6.73 Million
Q1 2023 May 05, 2023	BUY	$237.25 - $271.72 $1.48 Million - $1.7 Million	6,259 Added 32.61%	25,452 $6.37 Million
Q4 2022 Jan 31, 2023	SELL	$44.74 - $257.0 $263,563 - $1.51 Million	-5,891 Reduced 23.49%	19,193 $4.64 Million
Q3 2022 Nov 02, 2022	BUY	$43.85 - $263.28 $30,563 - $183,506	697 Added 2.86%	25,084 $5.5 Million
Q2 2022 Jul 18, 2022	BUY	$219.07 - $270.08 $170,874 - $210,662	780 Added 3.3%	24,387 $5.52 Million
Q1 2022 May 02, 2022	BUY	$251.21 - $285.37 $10,299 - $11,700	41 Added 0.17%	23,607 $6.34 Million
Q4 2021 Jan 26, 2022	BUY	$265.81 - $290.54 $348,211 - $380,607	1,310 Added 5.89%	23,566 $6.67 Million
Q3 2021 Oct 18, 2021	BUY	$256.44 - $277.04 $344,655 - $372,341	1,344 Added 6.43%	22,256 $5.86 Million
Q2 2021 Jul 22, 2021	SELL	$260.21 - $276.38 $1.6 Million - $1.7 Million	-6,150 Reduced 22.73%	20,912 $5.62 Million
Q1 2021 May 06, 2021	BUY	$226.3 - $267.93 $130,801 - $154,863	578 Added 2.18%	27,062 $7.04 Million
Q4 2020 Mar 08, 2021	SELL	$187.77 - $230.69 $415,722 - $510,747	-2,214 Reduced 7.71%	26,484 $6.09 Million
Q3 2020 Nov 04, 2020	BUY	$174.43 - $196.49 $1.16 Million - $1.31 Million	6,666 Added 30.26%	28,698 $5.32 Million
Q2 2020 Jul 28, 2020	SELL	$133.18 - $194.42 $2.18 Million - $3.18 Million	-16,361 Reduced 42.61%	22,032 $3.92 Million
Q1 2020 Apr 23, 2020	SELL	$121.75 - $210.58 $5.17 Million - $8.94 Million	-42,448 Reduced 52.51%	38,393 $5.52 Million
Q4 2019 Jan 28, 2020	BUY	$185.78 - $206.16 $15 Million - $16.7 Million	80,841 New	80,841 $16.6 Million

Others Institutions Holding IJH

# of Institutions

2,676

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 Kfa Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.

Account

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