Wells Financial Advisors Inc Ishares Core S&P Mid Cap ETF Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 14,640 shares of IJH stock, worth $912,950. This represents 1.25% of its overall portfolio holdings.

Number of Shares
14,640
Previous 14,640 -0.0%
Holding current value
$912,950
Previous $856,000 6.54%
% of portfolio
1.25%
Previous 0.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$56.43 - $60.79 $26,804 - $28,875
-475 Reduced 3.14%
14,640 $856,000
Q1 2024

May 13, 2024
BUY
$56.98 - $284.98 $689,002 - $3.45 Million
12,092 Added 400.0%
15,115 $918,000
Q4 2023

Feb 12, 2024
BUY
$232.04 - $279.85 $46,408 - $55,970
200 Added 7.08%
3,023 $837,000
Q1 2023

May 03, 2023
SELL
$237.25 - $271.72 $3,084 - $3,532
-13 Reduced 0.46%
2,823 $706,000
Q4 2022

Feb 03, 2023
BUY
$44.74 - $257.0 $56,372 - $323,820
1,260 Added 79.95%
2,836 $686,000
Q2 2022

Aug 10, 2022
SELL
$219.07 - $270.08 $18,182 - $22,416
-83 Reduced 5.0%
1,576 $357,000
Q4 2021

Feb 11, 2022
BUY
$265.81 - $290.54 $45,985 - $50,263
173 Added 11.64%
1,659 $470,000
Q3 2021

Nov 10, 2021
SELL
$256.44 - $277.04 $164,378 - $177,582
-641 Reduced 30.14%
1,486 $391,000
Q2 2021

Aug 02, 2021
SELL
$260.21 - $276.38 $35,128 - $37,311
-135 Reduced 5.97%
2,127 $572,000
Q1 2021

May 12, 2021
SELL
$226.3 - $267.93 $2.68 Million - $3.17 Million
-11,839 Reduced 83.96%
2,262 $589,000
Q4 2020

Feb 11, 2021
BUY
$187.77 - $230.69 $2.65 Million - $3.25 Million
14,101 New
14,101 $3.24 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
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