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

West Financial Advisors, LLC

$518 Million
Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 391,716 shares of IJH stock, worth $24.4 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares

391,716

Previous 351,933 11.3%

Holding current value

$24.4 Million

Previous $20.6 Million 18.53%

% of portfolio

4.72%

Previous 4.28%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$57.32 - $62.65 $2.28 Million - $2.49 Million	39,783 Added 11.3%	391,716 $24.4 Million
Q2 2024 Jul 15, 2024	BUY	$56.43 - $60.79 $183,171 - $197,324	3,246 Added 0.93%	351,933 $20.6 Million
Q1 2024 Apr 11, 2024	BUY	$56.98 - $284.98 $15.9 Million - $79.5 Million	279,082 Added 400.95%	348,687 $21.2 Million
Q4 2023 Jan 11, 2024	SELL	$232.04 - $279.85 $416,511 - $502,330	-1,795 Reduced 2.51%	69,605 $19.3 Million
Q3 2023 Oct 10, 2023	BUY	$246.15 - $272.4 $394,086 - $436,112	1,601 Added 2.29%	71,400 $17.8 Million
Q2 2023 Jul 07, 2023	BUY	$240.22 - $261.48 $556,349 - $605,587	2,316 Added 3.43%	69,799 $18.3 Million
Q1 2023 Apr 18, 2023	BUY	$237.25 - $271.72 $348,994 - $399,700	1,471 Added 2.23%	67,483 $16.9 Million
Q4 2022 Jan 10, 2023	BUY	$44.74 - $257.0 $35,299 - $202,773	789 Added 1.21%	66,012 $0
Q3 2022 Oct 11, 2022	SELL	$43.85 - $263.28 $2,236 - $13,427	-51 Reduced 0.08%	65,223 $14.3 Million
Q2 2022 Jul 14, 2022	BUY	$219.07 - $270.08 $1.85 Million - $2.28 Million	8,427 Added 14.82%	65,274 $14.8 Million
Q1 2022 Apr 18, 2022	SELL	$251.21 - $285.37 $3.67 Million - $4.17 Million	-14,617 Reduced 20.45%	56,847 $15.3 Million
Q4 2021 Jan 19, 2022	BUY	$265.81 - $290.54 $559,530 - $611,586	2,105 Added 3.03%	71,464 $20.2 Million
Q3 2021 Oct 13, 2021	BUY	$256.44 - $277.04 $613,404 - $662,679	2,392 Added 3.57%	69,359 $18.2 Million
Q2 2021 Jul 27, 2021	BUY	$260.21 - $276.38 $1.33 Million - $1.41 Million	5,103 Added 8.25%	66,967 $18 Million
Q1 2021 Apr 20, 2021	BUY	$226.3 - $267.93 $246,214 - $291,507	1,088 Added 1.79%	61,864 $16.1 Million
Q4 2020 Feb 22, 2021	SELL	$187.77 - $230.69 $432,246 - $531,048	-2,302 Reduced 3.65%	60,776 $14 Million
Q4 2020 Feb 02, 2021	BUY	$187.77 - $230.69 $11.8 Million - $14.6 Million	63,078 New	63,078 $11.2 Billion

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

Ticker IJH
Sector ETFs
Industry ETFs

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