Polaris Wealth Advisory Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 18,220 shares of IJH stock, worth $1.14 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
18,220
Previous 15,356 18.65%
Holding current value
$1.14 Million
Previous $4.02 Million 13.15%
% of portfolio
0.35%
Previous 0.31%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
BUY
$246.15 - $272.4 $704,973 - $780,153
2,864 Added 18.65%
18,220 $4.54 Million
Q2 2023

Aug 07, 2023
BUY
$240.22 - $261.48 $374,502 - $407,647
1,559 Added 11.3%
15,356 $4.02 Million
Q1 2023

May 03, 2023
BUY
$237.25 - $271.72 $38,434 - $44,018
162 Added 1.19%
13,797 $3.45 Million
Q4 2022

Jan 19, 2023
BUY
$44.74 - $257.0 $13,332 - $76,586
298 Added 2.23%
13,635 $0
Q3 2022

Oct 12, 2022
BUY
$43.85 - $263.28 $584,827 - $3.51 Million
13,337 New
13,337 $3 Million
Q2 2022

Jul 12, 2022
SELL
$219.07 - $270.08 $3.43 Million - $4.22 Million
-15,641 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$251.21 - $285.37 $3.93 Million - $4.46 Million
15,641 New
15,641 $4.08 Million
Q4 2021

Jan 26, 2022
SELL
$265.81 - $290.54 $4 Million - $4.37 Million
-15,041 Closed
0 $0
Q3 2021

Oct 18, 2021
BUY
$256.44 - $277.04 $3.86 Million - $4.17 Million
15,041 New
15,041 $4.06 Million
Q2 2021

Jul 23, 2021
SELL
$260.21 - $276.38 $3.81 Million - $4.05 Million
-14,638 Closed
0 $0
Q1 2021

Apr 19, 2021
SELL
$226.3 - $267.93 $145,058 - $171,743
-641 Reduced 4.2%
14,638 $3.9 Million
Q4 2020

Jan 25, 2021
BUY
$187.77 - $230.69 $488,014 - $599,563
2,599 Added 20.5%
15,279 $3.68 Million
Q3 2020

Oct 15, 2020
BUY
$174.43 - $196.49 $401,189 - $451,927
2,300 Added 22.16%
12,680 $2.46 Million
Q2 2020

Jul 13, 2020
BUY
$133.18 - $194.42 $153,290 - $223,777
1,151 Added 12.47%
10,380 $1.83 Million
Q1 2020

Apr 09, 2020
BUY
$121.75 - $210.58 $332,255 - $574,672
2,729 Added 41.98%
9,229 $1.33 Million
Q4 2019

Jan 29, 2020
BUY
$185.78 - $206.16 $1.21 Million - $1.34 Million
6,500 New
6,500 $1.36 Million
Q1 2019

Apr 09, 2019
SELL
$162.83 - $193.4 $727,850 - $864,498
-4,470 Closed
0 $0
Q4 2018

Jan 17, 2019
BUY
$156.48 - $199.76 $107,032 - $136,635
684 Added 18.07%
4,470 $742,000
Q3 2018

Oct 19, 2018
BUY
$194.86 - $204.98 $373,741 - $393,151
1,918 Added 102.68%
3,786 $762,000
Q2 2018

Jul 09, 2018
SELL
$183.17 - $200.64 $31,688 - $34,710
-173 Reduced 8.48%
1,868 $350,000
Q1 2018

Apr 09, 2018
SELL
$179.89 - $199.21 $66,199 - $73,309
-368 Reduced 15.28%
2,041 $383,000
Q4 2017

Feb 13, 2018
SELL
$180.58 - $190.73 $632,391 - $667,936
-3,502 Reduced 59.25%
2,409 $457,000
Q3 2017

Nov 01, 2017
BUY
$176.74 - $178.9 $111,169 - $112,528
629 Added 11.91%
5,911 $1.06 Million
Q2 2017

Aug 09, 2017
BUY
N/A
5,282
5,282 $919,000

Others Institutions Holding IJH

# of Institutions
2,694
Shares Held
1.16B
Call Options Held
634K
Put Options Held
150K
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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