A detailed history of New England Guild Wealth Advisors, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 6,669 shares of IJH stock, worth $420,080. This represents 0.85% of its overall portfolio holdings.

Number of Shares
6,669
Previous 7,103 6.11%
Holding current value
$420,080
Previous $1.56 Million 3.6%
% of portfolio
0.85%
Previous 0.94%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 11, 2023

SELL
$44.74 - $257.0 $19,417 - $111,538
-434 Reduced 6.11%
6,669 $1.61 Million
Q3 2022

Oct 06, 2022

SELL
$43.85 - $263.28 $20,039 - $120,318
-457 Reduced 6.04%
7,103 $1.56 Million
Q2 2022

Jul 08, 2022

BUY
$219.07 - $270.08 $433,320 - $534,218
1,978 Added 35.44%
7,560 $1.71 Million
Q1 2022

Apr 18, 2022

BUY
$251.21 - $285.37 $1,004 - $1,141
4 Added 0.07%
5,582 $1.5 Million
Q4 2021

Jan 12, 2022

BUY
$265.81 - $290.54 $531 - $581
2 Added 0.04%
5,578 $1.58 Million
Q3 2021

Oct 07, 2021

SELL
$256.44 - $277.04 $1,538 - $1,662
-6 Reduced 0.11%
5,576 $1.47 Million
Q2 2021

Jul 12, 2021

SELL
$260.21 - $276.38 $141,554 - $150,350
-544 Reduced 8.88%
5,582 $1.5 Million
Q1 2021

Apr 08, 2021

SELL
$226.3 - $267.93 $78,752 - $93,239
-348 Reduced 5.38%
6,126 $1.6 Million
Q4 2020

Jan 15, 2021

SELL
$187.77 - $230.69 $57,833 - $71,052
-308 Reduced 4.54%
6,474 $1.49 Million
Q3 2020

Oct 05, 2020

SELL
$174.43 - $196.49 $2,442 - $2,750
-14 Reduced 0.21%
6,782 $1.26 Million
Q2 2020

Jul 08, 2020

BUY
$133.18 - $194.42 $18,378 - $26,829
138 Added 2.07%
6,796 $1.21 Million
Q1 2020

Apr 06, 2020

SELL
$121.75 - $210.58 $1.24 Million - $2.15 Million
-10,215 Reduced 60.54%
6,658 $958,000
Q4 2019

Jan 06, 2020

SELL
$185.78 - $206.16 $441,413 - $489,836
-2,376 Reduced 12.34%
16,873 $3.47 Million
Q3 2019

Oct 10, 2019

BUY
$183.17 - $198.52 $376,231 - $407,760
2,054 Added 11.95%
19,249 $3.72 Million
Q2 2019

Aug 20, 2019

SELL
$181.14 - $198.0 $234,032 - $255,816
-1,292 Reduced 6.99%
17,195 $3.34 Million
Q1 2019

Aug 20, 2019

SELL
$162.83 - $193.4 $20,842 - $24,755
-128 Reduced 0.69%
18,487 $3.5 Million
Q4 2018

Aug 20, 2019

SELL
$156.48 - $199.76 $254,279 - $324,610
-1,625 Reduced 8.03%
18,615 $3.09 Million
Q3 2018

Aug 21, 2019

SELL
$194.86 - $204.98 $55,729 - $58,624
-286 Reduced 1.39%
20,240 $4.07 Million
Q2 2018

Aug 21, 2019

BUY
$183.17 - $200.64 $183,536 - $201,041
1,002 Added 5.13%
20,526 $4 Million
Q1 2018

Aug 21, 2019

BUY
$179.89 - $199.21 $39,036 - $43,228
217 Added 1.12%
19,524 $3.66 Million
Q4 2017

Aug 21, 2019

BUY
$180.58 - $190.73 $3.49 Million - $3.68 Million
19,307
19,307 $3.66 Million

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 New England Guild Wealth Advisors, Inc. Portfolio

Follow New England Guild 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 New England Guild Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on New England Guild Wealth Advisors, Inc. with notifications on news.