Novak & Powell Financial Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Novak & Powell Financial Services, Inc.

$190 Billion
Q3 2025

A detailed history of Novak & Powell Financial Services, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 42,023 shares of IJH stock, worth $2.7 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

42,023

Previous 29,367 43.1%

Holding current value

$2.7 Million

Previous $1.82 Billion 50.57%

% of portfolio

1.44%

Previous 1.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$62.09 - $66.51 $785,811 - $841,750	12,656 Added 43.1%	42,023 $2.74 Billion
Q2 2025 Aug 11, 2025	SELL	$51.16 - $62.02 $579,182 - $702,128	-11,321 Reduced 27.82%	29,367 $1.82 Billion
Q1 2025 May 14, 2025	SELL	$57.21 - $65.8 $141,537 - $162,789	-2,474 Reduced 5.73%	40,688 $2.37 Billion
Q4 2024 Feb 14, 2025	BUY	$61.68 - $67.87 $5,859 - $6,447	95 Added 0.22%	43,162 $2.69 Billion
Q3 2024 Nov 14, 2024	BUY	$57.32 - $62.65 $40,582 - $44,356	708 Added 1.67%	43,067 $2.68 Billion

Q2 2024 Aug 15, 2024	BUY	$56.43 - $60.79 $687,204 - $740,300	12,178 Added 40.35%	42,359 $2.48 Billion
Q1 2024 May 15, 2024	BUY	$56.98 - $284.98 $1.24 Million - $6.18 Million	21,677 Added 254.9%	30,181 $1.83 Billion
Q4 2023 Feb 21, 2024	BUY	$232.04 - $279.85 $1.97 Million - $2.38 Million	8,504 New	8,504 $2.35 Billion

Others Institutions Holding IJH

# of Institutions

2,773

Shares Held

1.17B

Call Options Held

569K

Put Options Held

75.3K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Novak & Powell Financial Services, Inc. Ishares Core S&P Mid Cap ETF Transaction History