Octavia Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 24,012 shares of IJH stock, worth $1.53 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
24,012
Previous 24,027 0.06%
Holding current value
$1.53 Million
Previous $1.5 Million 0.07%
% of portfolio
0.18%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$61.68 - $67.87 $925 - $1,018
-15 Reduced 0.06%
24,012 $1.5 Million
Q2 2024

Aug 01, 2024
SELL
$56.43 - $60.79 $69,578 - $74,954
-1,233 Reduced 4.88%
24,027 $1.41 Million
Q1 2024

Apr 15, 2024
BUY
$56.98 - $284.98 $1.17 Million - $5.83 Million
20,450 Added 425.16%
25,260 $1.53 Million
Q4 2023

Jan 30, 2024
SELL
$232.04 - $279.85 $36,430 - $43,936
-157 Reduced 3.16%
4,810 $1.33 Million
Q3 2023

Oct 30, 2023
BUY
$246.15 - $272.4 $53,414 - $59,110
217 Added 4.57%
4,967 $1.24 Million
Q2 2023

Jul 18, 2023
BUY
$240.22 - $261.48 $18,496 - $20,133
77 Added 1.65%
4,750 $1.24 Million
Q1 2023

Apr 20, 2023
SELL
$237.25 - $271.72 $81,376 - $93,199
-343 Reduced 6.84%
4,673 $1.17 Million
Q4 2022

Jan 19, 2023
SELL
$44.74 - $257.0 $5,324 - $30,583
-119 Reduced 2.32%
5,016 $0
Q3 2022

Oct 17, 2022
BUY
$43.85 - $263.28 $5,832 - $35,016
133 Added 2.66%
5,135 $1.13 Million
Q2 2022

Jul 18, 2022
SELL
$219.07 - $270.08 $53,234 - $65,629
-243 Reduced 4.63%
5,002 $1.13 Million
Q1 2022

Apr 20, 2022
SELL
$251.21 - $285.37 $71,594 - $81,330
-285 Reduced 5.15%
5,245 $1.41 Million
Q4 2021

Jan 28, 2022
SELL
$265.81 - $290.54 $44,656 - $48,810
-168 Reduced 2.95%
5,530 $1.57 Million
Q3 2021

Nov 12, 2021
BUY
$256.44 - $277.04 $2,051 - $2,216
8 Added 0.14%
5,698 $1.5 Million
Q2 2021

Jul 26, 2021
SELL
$260.21 - $276.38 $210,770 - $223,867
-810 Reduced 12.46%
5,690 $1.53 Million
Q1 2021

May 10, 2021
SELL
$226.3 - $267.93 $137,137 - $162,365
-606 Reduced 8.53%
6,500 $1.69 Million
Q4 2020

Feb 12, 2021
BUY
$187.77 - $230.69 $1.33 Million - $1.64 Million
7,106 New
7,106 $1.63 Million

Others Institutions Holding IJH

# of Institutions
2,623
Shares Held
1.14B
Call Options Held
714K
Put Options Held
34.7K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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