Roger Wittlin Investment Advisory, LLC Ishares Core S&P Mid Cap ETF Transaction History

Roger Wittlin Investment Advisory, LLC

$154 Million
Q2 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 33,697 shares of IJH stock, worth $1.98 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

33,697

Previous 40,002 15.76%

Holding current value

$1.98 Million

Previous $2.43 Million 18.86%

% of portfolio

1.28%

Previous 1.71%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$56.43 - $60.79 $355,791 - $383,280	-6,305 Reduced 15.76%	33,697 $1.97 Million
Q1 2024 May 02, 2024	BUY	$56.98 - $284.98 $1.06 Million - $5.32 Million	18,669 Added 87.51%	40,002 $2.43 Million
Q4 2023 Jan 23, 2024	SELL	$232.04 - $279.85 $22,739 - $27,425	-98 Reduced 0.46%	21,333 $5.91 Million
Q2 2023 Jul 31, 2023	BUY	$240.22 - $261.48 $14,893 - $16,211	62 Added 0.29%	21,431 $5.6 Million
Q1 2023 May 12, 2023	BUY	$237.25 - $271.72 $19,454 - $22,281	82 Added 0.39%	21,369 $5.35 Million
Q4 2022 Feb 10, 2023	BUY	$44.74 - $257.0 $952,380 - $5.47 Million	21,287 New	21,287 $5.15 Million
Q2 2022 Jul 25, 2022	BUY	$219.07 - $270.08 $3.63 Million - $4.47 Million	16,558 New	16,558 $3.75 Million

Others Institutions Holding IJH

# of Institutions

2,358

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Roger Wittlin Investment Advisory, LLC Ishares Core S&P Mid Cap ETF Transaction History