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

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 66,837 shares of IJH stock, worth $4.14 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

66,837

Previous 66,755 0.12%

Holding current value

$4.14 Million

Previous $4.16 Million 0.1%

% of portfolio

0.87%

Previous 0.86%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$61.68 - $67.87 $5,057 - $5,565	82 Added 0.12%	66,837 $4.16 Million
Q3 2024 Oct 31, 2024	BUY	$57.32 - $62.65 $1.58 Million - $1.73 Million	27,554 Added 70.29%	66,755 $4.16 Million
Q2 2024 Jul 26, 2024	SELL	$56.43 - $60.79 $190,507 - $205,227	-3,376 Reduced 7.93%	39,201 $2.29 Million
Q1 2024 Apr 22, 2024	BUY	$56.98 - $284.98 $1.96 Million - $9.78 Million	34,329 Added 416.21%	42,577 $2.59 Million
Q4 2023 Jan 23, 2024	BUY	$232.04 - $279.85 $470,577 - $567,535	2,028 Added 32.6%	8,248 $2.29 Million
Q3 2023 Oct 19, 2023	BUY	$246.15 - $272.4 $182,643 - $202,120	742 Added 13.55%	6,220 $1.55 Million
Q2 2023 Jul 21, 2023	SELL	$240.22 - $261.48 $20,658 - $22,487	-86 Reduced 1.55%	5,478 $1.43 Million
Q1 2023 Apr 20, 2023	BUY	$237.25 - $271.72 $102,729 - $117,654	433 Added 8.44%	5,564 $1.39 Million
Q4 2022 Jan 25, 2023	BUY	$44.74 - $257.0 $29,975 - $172,190	670 Added 15.02%	5,131 $0
Q3 2022 Oct 28, 2022	BUY	$43.85 - $263.28 $41,131 - $246,956	938 Added 26.63%	4,461 $978,000
Q2 2022 Aug 04, 2022	BUY	$219.07 - $270.08 $50,167 - $61,848	229 Added 6.95%	3,523 $797,000
Q1 2022 May 03, 2022	BUY	$251.21 - $285.37 $256,736 - $291,648	1,022 Added 44.98%	3,294 $884 Million
Q4 2021 Feb 11, 2022	BUY	$265.81 - $290.54 $10,632 - $11,621	40 Added 1.79%	2,272 $643,000
Q3 2021 Nov 04, 2021	BUY	$256.44 - $277.04 $159,762 - $172,595	623 Added 38.72%	2,232 $587,000
Q2 2021 Aug 10, 2021	BUY	$260.21 - $276.38 $40,332 - $42,838	155 Added 10.66%	1,609 $432,000
Q1 2021 Apr 13, 2021	BUY	$226.3 - $267.93 $11,088 - $13,128	49 Added 3.49%	1,454 $379,000
Q4 2020 Jan 12, 2021	BUY	$187.77 - $230.69 $6,947 - $8,535	37 Added 2.7%	1,405 $323,000
Q3 2020 Nov 10, 2020	BUY	$174.43 - $196.49 $238,620 - $268,798	1,368 New	1,368 $254,000

Others Institutions Holding IJH

# of Institutions

2,640

Shares Held

1.14B

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

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