Marshall & Sterling Wealth Advisors Inc. Ishares Core S&P Mid Cap ETF Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 898 shares of IJH stock, worth $54,517. This represents 0.04% of its overall portfolio holdings.

Number of Shares
898
Previous 747 20.21%
Holding current value
$54,517
Previous $46.5 Million 12.56%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$57.21 - $65.8 $8,638 - $9,935
151 Added 20.21%
898 $52.4 Million
Q4 2024

Feb 14, 2025
BUY
$61.68 - $67.87 $46,074 - $50,698
747 New
747 $46.5 Million

Others Institutions Holding IJH

# of Institutions
2,672
Shares Held
1.17B
Call Options Held
634K
Put Options Held
150K
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 Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email