Wescott Financial Advisory Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Wescott Financial Advisory Group, LLC

  • $932 Million
  • Q2 2025

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 141,026 shares of IJH stock, worth $8.82 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
141,026
Previous 130,639 7.95%
Holding current value
$8.82 Million
Previous $7.62 Million 14.75%
% of portfolio
0.94%
Previous 0.89%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$51.16 - $62.02 $531,398 - $644,201
10,387 Added 7.95%
141,026 $8.75 Million
Q1 2025

May 14, 2025
BUY
$57.21 - $65.8 $950,486 - $1.09 Million
16,614 Added 14.57%
130,639 $7.62 Million
Q4 2024

Feb 12, 2025
BUY
$61.68 - $67.87 $109,358 - $120,333
1,773 Added 1.58%
114,025 $7.1 Million
Q3 2024

Nov 12, 2024
BUY
$57.32 - $62.65 $123,753 - $135,261
2,159 Added 1.96%
112,252 $7 Million
Q2 2024

Aug 14, 2024
BUY
$56.43 - $60.79 $33,801 - $36,413
599 Added 0.55%
110,093 $6.44 Million
Q1 2024

May 13, 2024
BUY
$56.98 - $284.98 $4.97 Million - $24.8 Million
87,154 Added 390.13%
109,494 $6.65 Million
Q4 2023

Feb 13, 2024
SELL
$232.04 - $279.85 $100,705 - $121,454
-434 Reduced 1.91%
22,340 $6.19 Million
Q3 2023

Nov 09, 2023
BUY
$246.15 - $272.4 $81,229 - $89,891
330 Added 1.47%
22,774 $5.68 Million
Q2 2023

Aug 11, 2023
SELL
$240.22 - $261.48 $230,130 - $250,497
-958 Reduced 4.09%
22,444 $5.87 Million
Q1 2023

May 10, 2023
SELL
$237.25 - $271.72 $60,261 - $69,016
-254 Reduced 1.07%
23,402 $5.85 Million
Q4 2022

Feb 06, 2023
BUY
$44.74 - $257.0 $36,463 - $209,455
815 Added 3.57%
23,656 $5.72 Million
Q3 2022

Nov 14, 2022
BUY
$43.85 - $263.28 $36,176 - $217,205
825 Added 3.75%
22,841 $5.01 Million
Q2 2022

Jul 28, 2022
SELL
$219.07 - $270.08 $311,736 - $384,323
-1,423 Reduced 6.07%
22,016 $4.98 Million
Q1 2022

May 16, 2022
BUY
$251.21 - $285.37 $4.84 Million - $5.49 Million
19,255 Added 460.21%
23,439 $6.29 Million
Q4 2021

Jan 31, 2022
BUY
$265.81 - $290.54 $63,794 - $69,729
240 Added 6.09%
4,184 $1.18 Million
Q3 2021

Oct 29, 2021
SELL
$256.44 - $277.04 $15,899 - $17,176
-62 Reduced 1.55%
3,944 $1.04 Million
Q2 2021

Aug 10, 2021
SELL
$260.21 - $276.38 $80,144 - $85,125
-308 Reduced 7.14%
4,006 $1.07 Million
Q1 2021

Jun 25, 2021
BUY
$226.3 - $267.93 $110,660 - $131,017
489 Added 12.78%
4,314 $1.12 Million
Q4 2020

Jun 25, 2021
BUY
$187.77 - $230.69 $718,220 - $882,389
3,825 New
3,825 $879,000

Others Institutions Holding IJH

# of Institutions
2,717
Shares Held
1.17B
Call Options Held
692K
Put Options Held
122K
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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