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

Wellspring Financial Advisors, LLC

$899 Billion
Q1 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 1,291,522 shares of IJH stock, worth $73.5 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

1,291,522

Previous 1,503,265 14.09%

Holding current value

$73.5 Million

Previous $4.96 Billion 18.45%

% of portfolio

0.45%

Previous 0.52%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$57.21 - $65.8 $12.1 Million - $13.9 Million	-211,743 Reduced 14.09%	1,291,522 $4.05 Billion
Q4 2024 Feb 13, 2025	BUY	$61.68 - $67.87 $756,628 - $832,561	12,267 Added 0.82%	1,503,265 $4.96 Billion
Q3 2024 Nov 13, 2024	BUY	$57.32 - $62.65 $12.2 Million - $13.3 Million	213,087 Added 16.67%	1,490,998 $4.94 Billion
Q2 2024 Aug 12, 2024	SELL	$56.43 - $60.79 $156,028 - $168,084	-2,765 Reduced 0.22%	1,277,911 $3.3 Billion
Q1 2024 May 01, 2024	BUY	$56.98 - $284.98 $1.52 Million - $7.62 Million	26,738 Added 2.13%	1,280,676 $3.54 Billion
Q4 2023 Feb 13, 2024	SELL	$232.04 - $279.85 $243,874 - $294,122	-1,051 Reduced 0.08%	1,253,938 $4.14 Billion
Q3 2023 Nov 14, 2023	SELL	$246.15 - $272.4 $37,907 - $41,949	-154 Reduced 0.01%	1,254,989 $4.11 Billion
Q2 2023 Aug 11, 2023	SELL	$240.22 - $261.48 $242,381 - $263,833	-1,009 Reduced 0.08%	1,255,143 $4.29 Billion
Q1 2023 May 12, 2023	SELL	$237.25 - $271.72 $15,421 - $17,661	-65 Reduced 0.01%	1,256,152 $4.41 Billion
Q4 2022 Feb 13, 2023	SELL	$44.74 - $257.0 $24,920 - $143,149	-557 Reduced 0.04%	1,256,217 $304 Million
Q3 2022 Nov 14, 2022	SELL	$43.85 - $263.28 $35,737 - $214,573	-815 Reduced 0.06%	1,256,774 $4.15 Million
Q2 2022 Aug 12, 2022	SELL	$219.07 - $270.08 $2.37 Million - $2.93 Million	-10,840 Reduced 0.85%	1,257,589 $4.43 Million
Q1 2022 May 10, 2022	SELL	$251.21 - $285.37 $2.61 Million - $2.96 Million	-10,380 Reduced 0.81%	1,268,429 $7.93 Million
Q4 2021 Jan 03, 2022	BUY	$265.81 - $290.54 $151 Million - $165 Million	566,395 Added 79.5%	1,278,809 $11.2 Million
Q3 2021 Nov 12, 2021	BUY	$256.44 - $277.04 $175 Million - $189 Million	682,414 Added 2274.71%	712,414 $9.27 Million
Q2 2021 Aug 13, 2021	BUY	$260.21 - $276.38 $3.77 Million - $4 Million	14,484 Added 93.35%	30,000 $8.06 Million
Q1 2021 May 17, 2021	SELL	$226.3 - $267.93 $2.54 Million - $3.01 Million	-11,222 Reduced 41.97%	15,516 $2.23 Million
Q4 2020 Feb 16, 2021	SELL	$187.77 - $230.69 $289,916 - $356,185	-1,544 Reduced 5.46%	26,738 $6.15 Million
Q3 2020 Nov 13, 2020	BUY	$174.43 - $196.49 $58,085 - $65,431	333 Added 1.19%	28,282 $5.24 Million
Q2 2020 Aug 14, 2020	BUY	$133.18 - $194.42 $1.66 Million - $2.42 Million	12,433 Added 80.13%	27,949 $4.97 Million
Q1 2020 May 14, 2020	BUY	$121.75 - $210.58 $1.89 Million - $3.27 Million	15,516 New	15,516 $2.23 Million

Others Institutions Holding IJH

# of Institutions

2,670

Shares Held

1.16B

Call Options Held

634K

Put Options Held

150K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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