A detailed history of Kozak & Associates, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kozak & Associates, Inc. holds 255 shares of IJH stock, worth $17,225. This represents 0.0% of its overall portfolio holdings.

Number of Shares
255
Previous 255 -0.0%
Holding current value
$17,225
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 17, 2024

BUY
$56.98 - $284.98 $14,529 - $72,669
255 New
255 $15,000
Q4 2022

Jan 03, 2023

BUY
$44.74 - $257.0 $402 - $2,313
9 New
9 $2,000
Q3 2022

Oct 12, 2022

SELL
$43.85 - $263.28 $789 - $4,739
-18 Closed
0 $0
Q2 2022

Oct 12, 2022

SELL
$219.07 - $270.08 $3,943 - $4,861
-18 Reduced 50.0%
18 $4,000
Q4 2021

Mar 11, 2022

BUY
$265.81 - $290.54 $9,569 - $10,459
36 New
36 $9,000

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Kozak & Associates, Inc. Portfolio

Follow Kozak & 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 Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.