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 $2.13 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
33,697
Previous 40,002 15.76%
Holding current value
$2.13 Million
Previous $2.43 Million 18.86%
% of portfolio
1.28%
Previous 1.71%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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