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

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 9,166 shares of IJH stock, worth $593,865. This represents 0.12% of its overall portfolio holdings.

Number of Shares

9,166

Previous 9,521 3.73%

Holding current value

$593,865

Previous $593,000 3.71%

% of portfolio

0.12%

Previous 0.12%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$61.68 - $67.87 $21,896 - $24,093	-355 Reduced 3.73%	9,166 $571,000
Q3 2024 Oct 24, 2024	SELL	$57.32 - $62.65 $91,826 - $100,365	-1,602 Reduced 14.4%	9,521 $593,000
Q2 2024 Jul 18, 2024	BUY	$56.43 - $60.79 $1,580 - $1,702	28 Added 0.25%	11,123 $650,000
Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $506,039 - $2.53 Million	8,881 Added 401.13%	11,095 $673,000
Q4 2023 Jan 10, 2024	SELL	$232.04 - $279.85 $11,137 - $13,432	-48 Reduced 2.12%	2,214 $613,000
Q2 2023 Jul 13, 2023	SELL	$240.22 - $261.48 $11,290 - $12,289	-47 Reduced 2.04%	2,262 $591,000
Q1 2023 Apr 06, 2023	SELL	$237.25 - $271.72 $11,625 - $13,314	-49 Reduced 2.08%	2,309 $577,000
Q4 2022 Jan 20, 2023	BUY	$44.74 - $257.0 $5,100 - $29,298	114 Added 5.08%	2,358 $0
Q1 2022 Apr 21, 2022	SELL	$251.21 - $285.37 $18,087 - $20,546	-72 Reduced 3.11%	2,244 $602,000
Q4 2021 Jan 25, 2022	BUY	$265.81 - $290.54 $6,911 - $7,554	26 Added 1.14%	2,316 $656,000
Q1 2021 Apr 28, 2021	SELL	$226.3 - $267.93 $3,847 - $4,554	-17 Reduced 0.74%	2,290 $596,000
Q3 2020 Oct 20, 2020	BUY	$174.43 - $196.49 $1,918 - $2,161	11 Added 0.48%	2,307 $427,000
Q2 2020 Jul 20, 2020	SELL	$133.18 - $194.42 $74,847 - $109,264	-562 Reduced 19.66%	2,296 $408,000
Q1 2020 Apr 21, 2020	SELL	$121.75 - $210.58 $225,724 - $390,415	-1,854 Reduced 39.35%	2,858 $411,000
Q4 2019 Jan 23, 2020	BUY	$185.78 - $206.16 $6,873 - $7,627	37 Added 0.79%	4,712 $970,000
Q3 2019 Oct 17, 2019	BUY	$183.17 - $198.52 $4,212 - $4,565	23 Added 0.49%	4,675 $903,000
Q2 2019 Jul 15, 2019	BUY	$181.14 - $198.0 $18,114 - $19,800	100 Added 2.2%	4,652 $904,000
Q1 2019 Apr 16, 2019	SELL	$162.83 - $193.4 $120,168 - $142,729	-738 Reduced 13.95%	4,552 $894,000
Q4 2018 Jan 29, 2019	SELL	$156.48 - $199.76 $165,086 - $210,746	-1,055 Reduced 16.63%	5,290 $878,000
Q3 2018 Oct 17, 2018	SELL	$194.86 - $204.98 $36,828 - $38,741	-189 Reduced 2.89%	6,345 $1.28 Million
Q2 2018 Jul 18, 2018	SELL	$183.17 - $200.64 $97,446 - $106,740	-532 Reduced 7.53%	6,534 $1.27 Million
Q1 2018 Apr 20, 2018	SELL	$179.89 - $199.21 $44,432 - $49,204	-247 Reduced 3.38%	7,066 $1.33 Million
Q4 2017 Mar 19, 2018	BUY	$180.58 - $190.73 $1.32 Million - $1.39 Million	7,313	7,313 $1.39 Million

Others Institutions Holding IJH

# of Institutions

2,514

Shares Held

1.06B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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