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

Trinity Financial Advisors LLC

  • $258 Million
  • Q4 2024

A detailed history of Trinity Financial Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 56,230 shares of IJH stock, worth $3.27 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
56,230
Previous 88,905 36.75%
Holding current value
$3.27 Million
Previous $5.54 Million 36.77%
% of portfolio
1.36%
Previous 2.24%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$61.68 - $67.87 $2.02 Million - $2.22 Million
-32,675 Reduced 36.75%
56,230 $3.5 Million
Q3 2024

Oct 03, 2024
SELL
$57.32 - $62.65 $1.04 Million - $1.13 Million
-18,082 Reduced 16.9%
88,905 $5.54 Million
Q2 2024

Jul 10, 2024
SELL
$56.43 - $60.79 $214,377 - $230,941
-3,799 Reduced 3.43%
106,987 $6.26 Million
Q1 2024

Apr 17, 2024
BUY
$56.98 - $284.98 $5.18 Million - $25.9 Million
90,930 Added 457.95%
110,786 $6.73 Million
Q4 2023

Feb 05, 2024
SELL
$232.04 - $279.85 $9,049 - $10,914
-39 Reduced 0.2%
19,856 $5.5 Million
Q3 2023

Oct 18, 2023
BUY
$246.15 - $272.4 $212,919 - $235,625
865 Added 4.55%
19,895 $4.96 Million
Q2 2023

Jul 20, 2023
BUY
$240.22 - $261.48 $158,545 - $172,576
660 Added 3.59%
19,030 $4.98 Million
Q1 2023

Apr 10, 2023
BUY
$237.25 - $271.72 $2,135 - $2,445
9 Added 0.05%
18,370 $4.6 Million
Q4 2022

Jan 20, 2023
BUY
$44.74 - $257.0 $8,858 - $50,886
198 Added 1.09%
18,361 $0
Q3 2022

Oct 24, 2022
SELL
$43.85 - $263.28 $8,331 - $50,023
-190 Reduced 1.04%
18,163 $3.98 Million
Q2 2022

Jul 22, 2022
SELL
$219.07 - $270.08 $363,437 - $448,062
-1,659 Reduced 8.29%
18,353 $4.15 Million
Q1 2022

Apr 27, 2022
SELL
$251.21 - $285.37 $783,523 - $890,069
-3,119 Reduced 13.48%
20,012 $5.37 Million
Q4 2021

Jan 18, 2022
BUY
$265.81 - $290.54 $6.15 Million - $6.72 Million
23,131 New
23,131 $6.55 Million
Q1 2021

Oct 20, 2021
SELL
$226.3 - $267.93 $3.81 Million - $4.51 Million
-16,829 Closed
0 $0
Q4 2020

Oct 20, 2021
BUY
$187.77 - $230.69 $3.16 Million - $3.88 Million
16,829 New
16,829 $3.93 Million

Others Institutions Holding IJH

# of Institutions
2,652
Shares Held
1.14B
Call Options Held
773K
Put Options Held
70.2K
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 Trinity Financial Advisors LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email