Lws Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 33,865 shares of IJH stock, worth $2.1 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

33,865

Previous 28,573 18.52%

Holding current value

$2.1 Million

Previous $7.12 Million 31.74%

% of portfolio

3.67%

Previous 3.24%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$232.04 - $279.85 $1.23 Million - $1.48 Million	5,292 Added 18.52%	33,865 $9.39 Million
Q3 2023 Nov 13, 2023	SELL	$246.15 - $272.4 $43,568 - $48,214	-177 Reduced 0.62%	28,573 $7.12 Million
Q2 2023 Jul 28, 2023	SELL	$240.22 - $261.48 $466,747 - $508,055	-1,943 Reduced 6.33%	28,750 $7.52 Million
Q1 2023 Apr 28, 2023	BUY	$237.25 - $271.72 $74,733 - $85,591	315 Added 1.04%	30,693 $7.68 Million
Q4 2022 Feb 14, 2023	BUY	$44.74 - $257.0 $25,143 - $144,434	562 Added 1.88%	30,378 $7.35 Million
Q3 2022 Nov 14, 2022	BUY	$43.85 - $263.28 $38,368 - $230,369	875 Added 3.02%	29,816 $6.54 Million
Q2 2022 Aug 05, 2022	SELL	$219.07 - $270.08 $99,457 - $122,616	-454 Reduced 1.54%	28,941 $6.55 Million
Q1 2022 May 10, 2022	BUY	$251.21 - $285.37 $169,566 - $192,624	675 Added 2.35%	29,395 $7.89 Million
Q4 2021 Feb 02, 2022	BUY	$265.81 - $290.54 $4,518 - $4,939	17 Added 0.06%	28,720 $8.13 Million
Q3 2021 Nov 09, 2021	BUY	$256.44 - $277.04 $277,724 - $300,034	1,083 Added 3.92%	28,703 $7.55 Million
Q2 2021 Jul 23, 2021	SELL	$260.21 - $276.38 $1.51 Million - $1.61 Million	-5,821 Reduced 17.41%	27,620 $7.42 Million
Q1 2021 Apr 29, 2021	SELL	$226.3 - $267.93 $2.61 Million - $3.09 Million	-11,519 Reduced 25.62%	33,441 $8.7 Million
Q4 2020 Jan 20, 2021	SELL	$187.77 - $230.69 $1.16 Million - $1.42 Million	-6,176 Reduced 12.08%	44,960 $10.3 Million
Q3 2020 Nov 10, 2020	SELL	$174.43 - $196.49 $370,838 - $417,737	-2,126 Reduced 3.99%	51,136 $9.48 Million
Q2 2020 Aug 05, 2020	BUY	$133.18 - $194.42 $1.06 Million - $1.54 Million	7,946 Added 17.53%	53,262 $9.47 Million
Q1 2020 May 04, 2020	SELL	$121.75 - $210.58 $954,641 - $1.65 Million	-7,841 Reduced 14.75%	45,316 $6.52 Million
Q4 2019 Feb 06, 2020	BUY	$185.78 - $206.16 $9.88 Million - $11 Million	53,157 New	53,157 $10.9 Million

Others Institutions Holding IJH

# of Institutions

2,360

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Lws Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History