Moneta Group Investment Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History

Moneta Group Investment Advisors LLC

$8.23 Billion
Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,643,920 shares of IJH stock, worth $106 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares

1,643,920

Previous 1,122,054 46.51%

Holding current value

$106 Million

Previous $65.5 Million 55.73%

% of portfolio

1.24%

Previous 0.92%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$51.16 - $62.02 $26.7 Million - $32.4 Million	521,866 Added 46.51%	1,643,920 $102 Million
Q1 2025 May 15, 2025	BUY	$57.21 - $65.8 $1.3 Million - $1.49 Million	22,668 Added 2.06%	1,122,054 $65.5 Million
Q4 2024 Feb 11, 2025	BUY	$61.68 - $67.87 $1.22 Million - $1.35 Million	19,850 Added 1.84%	1,099,386 $68.5 Million
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $660,269 - $721,665	11,519 Added 1.08%	1,079,536 $67.3 Million
Q2 2024 Aug 13, 2024	SELL	$56.43 - $60.79 $91,755 - $98,844	-1,626 Reduced 0.15%	1,068,017 $62.5 Million
Q1 2024 Aug 13, 2024	BUY	$56.98 - $284.98 $49.4 Million - $247 Million	867,096 Added 428.1%	1,069,643 $65 Million
Q4 2023 Feb 15, 2024	BUY	$232.04 - $279.85 $2.44 Million - $2.95 Million	10,526 Added 5.48%	202,547 $56.1 Million
Q3 2023 Nov 15, 2023	BUY	$246.15 - $272.4 $5.52 Million - $6.11 Million	22,423 Added 13.22%	192,021 $47.9 Million
Q2 2023 Aug 15, 2023	BUY	$240.22 - $261.48 $4.61 Million - $5.01 Million	19,175 Added 12.75%	169,598 $44.3 Million
Q1 2023 May 15, 2023	BUY	$237.25 - $271.72 $7.22 Million - $8.27 Million	30,441 Added 25.37%	150,423 $37.6 Million
Q4 2022 Feb 16, 2023	BUY	$44.74 - $257.0 $5.3 Million - $30.4 Million	118,400 Added 7484.2%	119,982 $29 Million
Q4 2022 Feb 16, 2023	SELL	$44.74 - $257.0 $6.52 Billion - $37.4 Billion	-145,704,565 Reduced 100.0%	1,582 $382,000
Q4 2022 Feb 15, 2023	BUY	$44.74 - $257.0 $6.51 Billion - $37.4 Billion	145,582,878 Added 118101.78%	145,706,147 $35.2 Billion
Q3 2022 Nov 14, 2022	SELL	$43.85 - $263.28 $543,082 - $3.26 Million	-12,385 Reduced 9.13%	123,269 $27 Million
Q2 2022 Aug 15, 2022	BUY	$219.07 - $270.08 $9.98 Million - $12.3 Million	45,552 Added 50.56%	135,654 $30.7 Million
Q1 2022 May 11, 2022	BUY	$251.21 - $285.37 $631,039 - $716,849	2,512 Added 2.87%	90,102 $24.2 Million
Q4 2021 Feb 11, 2022	BUY	$265.81 - $290.54 $1.26 Million - $1.38 Million	4,753 Added 5.74%	87,590 $24.8 Million
Q3 2021 Nov 12, 2021	BUY	$256.44 - $277.04 $1.01 Million - $1.09 Million	3,940 Added 4.99%	82,837 $21.8 Million
Q2 2021 Aug 13, 2021	BUY	$260.21 - $276.38 $685,132 - $727,708	2,633 Added 3.45%	78,897 $21.2 Million
Q1 2021 May 14, 2021	BUY	$226.3 - $267.93 $15.4 Million - $18.3 Million	68,162 Added 841.3%	76,264 $19.9 Million
Q4 2020 Feb 12, 2021	BUY	$187.77 - $230.69 $99,705 - $122,496	531 Added 7.01%	8,102 $1.86 Million
Q3 2020 Nov 13, 2020	SELL	$174.43 - $196.49 $1.95 Million - $2.2 Million	-11,195 Reduced 59.66%	7,571 $1.4 Million
Q2 2020 Aug 12, 2020	SELL	$133.18 - $194.42 $370,639 - $541,070	-2,783 Reduced 12.91%	18,766 $3.34 Million
Q1 2020 May 13, 2020	BUY	$121.75 - $210.58 $308,879 - $534,241	2,537 Added 13.34%	21,549 $3.1 Million
Q4 2019 Feb 11, 2020	BUY	$185.78 - $206.16 $796,810 - $884,220	4,289 Added 29.13%	19,012 $3.91 Million
Q3 2019 Nov 12, 2019	SELL	$183.17 - $198.52 $35,718 - $38,711	-195 Reduced 1.31%	14,723 $2.85 Million
Q2 2019 Aug 16, 2019	SELL	$181.14 - $198.0 $70 Million - $76.5 Million	-386,589 Reduced 96.28%	14,918 $2.9 Million
Q2 2019 Aug 13, 2019	BUY	$181.14 - $198.0 $70 Million - $76.5 Million	386,613 Added 2595.76%	401,507 $2.9 Million
Q1 2019 May 16, 2019	SELL	$162.83 - $193.4 $2.35 Million - $2.79 Million	-14,425 Reduced 49.2%	14,894 $2.82 Million
Q1 2019 May 15, 2019	BUY	$162.83 - $193.4 $2.33 Million - $2.77 Million	14,306 Added 95.29%	29,319 $2.82 Million
Q4 2018 Feb 11, 2019	SELL	$156.48 - $199.76 $91,540 - $116,859	-585 Reduced 3.75%	15,013 $2.49 Million
Q3 2018 Nov 13, 2018	BUY	$194.86 - $204.98 $219,022 - $230,397	1,124 Added 7.77%	15,598 $3.14 Million
Q2 2018 Aug 15, 2018	SELL	$183.17 - $200.64 $2.61 Million - $2.86 Million	-14,268 Reduced 49.64%	14,474 $2.82 Million
Q2 2018 Aug 15, 2018	SELL	$183.17 - $200.64 $232,076 - $254,210	-1,267 Reduced 4.22%	28,742 $2.82 Million
Q2 2018 Aug 14, 2018	BUY	$183.17 - $200.64 $5.4 Million - $5.92 Million	29,489 Added 5670.96%	30,009 $3.12 Million
Q1 2018 May 14, 2018	BUY	$179.89 - $199.21 $27,343 - $30,279	152 Added 41.3%	520 $97,000
Q4 2017 Feb 13, 2018	BUY	$180.58 - $190.73 $66,453 - $70,188	368	368 $70,000

Others Institutions Holding IJH

# of Institutions

2,731

Shares Held

1.18B

Call Options Held

709K

Put Options Held

118K

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 Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Account

Moneta Group Investment Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History