True Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

True Wealth Advisors, LLC

$240 Million
Q1 2024

A detailed history of True Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 3,825 shares of IJH stock, worth $222,156. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,825

Previous 774 394.19%

Holding current value

$222,156

Previous $214,000 8.41%

% of portfolio

0.1%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$56.98 - $284.98 $173,845 - $869,473	3,051 Added 394.19%	3,825 $232,000
Q4 2023 Feb 08, 2024	SELL	$232.04 - $279.85 $38,054 - $45,895	-164 Reduced 17.48%	774 $214,000
Q3 2023 Nov 07, 2023	BUY	$246.15 - $272.4 $230,888 - $255,511	938 New	938 $233,000
Q2 2022 Jul 27, 2022	SELL	$219.07 - $270.08 $160,359 - $197,698	-732 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$251.21 - $285.37 $183,885 - $208,890	732 New	732 $207,000

Q1 2022 May 04, 2022	SELL	$251.21 - $285.37 $183,885 - $208,890	-732 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$265.81 - $290.54 $194,572 - $212,675	732 New	732 $207,000

Others Institutions Holding IJH

# of Institutions

2,340

Shares Held

989M

Call Options Held

1.07M

Put Options Held

117K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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True Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History