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

Palo Alto Wealth Advisors, LLC

  • $343 Billion
  • Q3 2025

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 9,855 shares of IJH stock, worth $632,691. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,855
Holding current value
$632,691
% of portfolio
0.19%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$62.09 - $66.51 $611,896 - $655,456
9,855 New
9,855 $644 Million

Others Institutions Holding IJH

# of Institutions
2,769
Shares Held
1.17B
Call Options Held
569K
Put Options Held
75.3K
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 Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, LLC 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 Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email