Trifecta Capital Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Trifecta Capital Advisors, LLC

$477 Billion
Q1 2025

A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 289,013 shares of IJH stock, worth $16.4 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

289,013

Previous 284,197 1.69%

Holding current value

$16.4 Million

Previous $17.7 Billion 4.77%

% of portfolio

3.53%

Previous 3.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$57.21 - $65.8 $275,523 - $316,892	4,816 Added 1.69%	289,013 $16.9 Billion
Q4 2024 Feb 04, 2025	BUY	$61.68 - $67.87 $7.71 Million - $8.48 Million	124,922 Added 78.43%	284,197 $17.7 Billion
Q3 2024 Oct 16, 2024	BUY	$57.32 - $62.65 $396,998 - $433,913	6,926 Added 4.55%	159,275 $9.93 Billion
Q2 2024 Aug 07, 2024	BUY	$56.43 - $60.79 $821,846 - $885,345	14,564 Added 10.57%	152,349 $8.92 Billion
Q1 2024 Apr 16, 2024	BUY	$56.98 - $284.98 $6.41 Million - $32.1 Million	112,536 Added 445.7%	137,785 $8.37 Billion
Q4 2023 Jan 25, 2024	BUY	$232.04 - $279.85 $1.21 Million - $1.46 Million	5,231 Added 26.13%	25,249 $7 Billion
Q3 2023 Nov 01, 2023	BUY	$246.15 - $272.4 $227,196 - $251,425	923 Added 4.83%	20,018 $4.99 Billion
Q2 2023 Aug 14, 2023	BUY	$240.22 - $261.48 $673,817 - $733,451	2,805 Added 17.22%	19,095 $4.99 Billion
Q1 2023 May 09, 2023	BUY	$237.25 - $271.72 $606,648 - $694,788	2,557 Added 18.62%	16,290 $4.08 Billion
Q4 2022 Jan 17, 2023	BUY	$44.74 - $257.0 $614,414 - $3.53 Million	13,733 New	13,733 $3.32 Billion

Others Institutions Holding IJH

# of Institutions

2,661

Shares Held

1.16B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.

Account

Trifecta Capital Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History