Kowal Investment Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Kowal Investment Group, LLC

$460 Million
Q1 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 62,920 shares of IJH stock, worth $3.68 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

62,920

Previous 12,198 415.82%

Holding current value

$3.68 Million

Previous $3.38 Million 13.05%

% of portfolio

0.83%

Previous 0.79%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$56.98 - $284.98 $2.89 Million - $14.5 Million	50,722 Added 415.82%	62,920 $3.82 Million
Q4 2023 Jan 22, 2024	SELL	$232.04 - $279.85 $241,553 - $291,323	-1,041 Reduced 7.86%	12,198 $3.38 Million
Q3 2023 Oct 25, 2023	BUY	$246.15 - $272.4 $129,721 - $143,554	527 Added 4.15%	13,239 $3.3 Million
Q2 2023 Jul 18, 2023	SELL	$240.22 - $261.48 $183,528 - $199,770	-764 Reduced 5.67%	12,712 $3.32 Million
Q1 2023 Apr 21, 2023	BUY	$237.25 - $271.72 $562,994 - $644,791	2,373 Added 21.37%	13,476 $3.37 Million

Q4 2022 Jan 25, 2023	BUY	$236.61 - $257.0 $155,925 - $169,363	659 Added 6.31%	11,103 $0
Q3 2022 Nov 09, 2022	BUY	$224.13 - $263.28 $506,085 - $594,486	2,258 Added 27.58%	10,444 $2.29 Million
Q2 2022 Aug 15, 2022	BUY	$219.07 - $270.08 $118,297 - $145,843	540 Added 7.06%	8,186 $1.85 Million
Q1 2022 Apr 15, 2022	BUY	$251.21 - $285.37 $570,497 - $648,075	2,271 Added 42.25%	7,646 $2.05 Million
Q4 2021 Feb 11, 2022	BUY	$265.81 - $290.54 $284,150 - $310,587	1,069 Added 24.83%	5,375 $1.52 Million
Q3 2021 Nov 12, 2021	BUY	$256.44 - $277.04 $205,664 - $222,186	802 Added 22.89%	4,306 $1.13 Million
Q2 2021 Aug 12, 2021	BUY	$260.21 - $276.38 $362,212 - $384,720	1,392 Added 65.91%	3,504 $942,000
Q1 2021 May 12, 2021	BUY	$226.3 - $267.93 $249,382 - $295,258	1,102 Added 109.11%	2,112 $550,000
Q4 2020 Feb 19, 2021	BUY	$187.77 - $230.69 $189,647 - $232,996	1,010 New	1,010 $247,000

Others Institutions Holding IJH

# of Institutions

2,332

Shares Held

989M

Call Options Held

1.07M

Put Options Held

117K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Kowal Investment Group, LLC Ishares Core S&P Mid Cap ETF Transaction History