Source Financial Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 20,932 shares of IJH stock, worth $1.31 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
20,932
Previous 20,711 1.07%
Holding current value
$1.31 Million
Previous $1.21 Million 7.59%
% of portfolio
0.39%
Previous 0.37%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$57.32 - $62.65 $12,667 - $13,845
221 Added 1.07%
20,932 $1.3 Million
Q2 2024

Jul 17, 2024
BUY
$56.43 - $60.79 $77,986 - $84,011
1,382 Added 7.15%
20,711 $1.21 Million
Q1 2024

May 01, 2024
BUY
$56.98 - $284.98 $927,748 - $4.64 Million
16,282 Added 534.36%
19,329 $1.17 Million
Q4 2023

Jan 11, 2024
BUY
$232.04 - $279.85 $19,259 - $23,227
83 Added 2.8%
3,047 $844,000
Q3 2023

Oct 26, 2023
SELL
$246.15 - $272.4 $147,197 - $162,895
-598 Reduced 16.79%
2,964 $739,000
Q2 2023

Jul 24, 2023
BUY
$240.22 - $261.48 $24,742 - $26,932
103 Added 2.98%
3,562 $931,000
Q1 2023

Apr 20, 2023
SELL
$237.25 - $271.72 $97,747 - $111,948
-412 Reduced 10.64%
3,459 $865,000
Q4 2022

Jan 31, 2023
BUY
$44.74 - $257.0 $3,444 - $19,789
77 Added 2.03%
3,871 $936,000
Q3 2022

Nov 14, 2022
BUY
$43.85 - $263.28 $55,996 - $336,208
1,277 Added 50.74%
3,794 $832,000
Q2 2022

Aug 15, 2022
SELL
$219.07 - $270.08 $13,363 - $16,474
-61 Reduced 2.37%
2,517 $569,000
Q1 2022

May 16, 2022
SELL
$251.21 - $285.37 $263,519 - $299,353
-1,049 Reduced 28.92%
2,578 $692,000
Q4 2021

Feb 14, 2022
BUY
$265.81 - $290.54 $75,755 - $82,803
285 Added 8.53%
3,627 $1.03 Million
Q3 2021

Nov 15, 2021
BUY
$256.44 - $277.04 $79,496 - $85,882
310 Added 10.22%
3,342 $879,000
Q2 2021

Aug 16, 2021
SELL
$260.21 - $276.38 $399,942 - $424,796
-1,537 Reduced 33.64%
3,032 $815,000
Q1 2021

May 17, 2021
BUY
$226.3 - $267.93 $33,492 - $39,653
148 Added 3.35%
4,569 $1.19 Million
Q4 2020

Feb 16, 2021
BUY
$187.77 - $230.69 $830,131 - $1.02 Million
4,421 New
4,421 $1.02 Million

Others Institutions Holding IJH

# of Institutions
2,465
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
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 Source Financial Advisors LLC Portfolio

Follow Source Financial 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 Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email