Wetherby Asset Management Inc Ishares Core S&P Mid Cap ETF Transaction History

Wetherby Asset Management Inc

$2.38 Billion
Q3 2025

A detailed history of Wetherby Asset Management Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 39,381 shares of IJH stock, worth $2.53 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

39,381

Previous 47,955 17.88%

Holding current value

$2.53 Million

Previous $2.97 Million 13.58%

% of portfolio

0.11%

Previous 0.14%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$62.09 - $66.51 $532,359 - $570,256	-8,574 Reduced 17.88%	39,381 $2.57 Million
Q2 2025 Aug 14, 2025	SELL	$51.16 - $62.02 $102,524 - $124,288	-2,004 Reduced 4.01%	47,955 $2.97 Million
Q3 2024 Nov 14, 2024	SELL	$57.32 - $62.65 $203,486 - $222,407	-3,550 Reduced 6.63%	49,959 $3.11 Million
Q2 2024 Aug 14, 2024	SELL	$56.43 - $60.79 $11,624 - $12,522	-206 Reduced 0.38%	53,509 $3.13 Million
Q1 2024 May 15, 2024	BUY	$56.98 - $284.98 $2.41 Million - $12 Million	42,217 Added 367.17%	53,715 $3.26 Million

Q4 2023 Feb 14, 2024	BUY	$232.04 - $279.85 $583,580 - $703,822	2,515 Added 28.0%	11,498 $3.19 Million
Q3 2023 Nov 14, 2023	SELL	$246.15 - $272.4 $12,553 - $13,892	-51 Reduced 0.56%	8,983 $2.24 Million
Q1 2023 May 12, 2023	SELL	$237.25 - $271.72 $49,348 - $56,517	-208 Reduced 2.25%	9,034 $2.26 Million
Q4 2022 Feb 14, 2023	BUY	$44.74 - $257.0 $44,113 - $253,402	986 Added 11.94%	9,242 $2.24 Million
Q3 2022 Nov 14, 2022	BUY	$43.85 - $263.28 $10,567 - $63,450	241 Added 3.01%	8,256 $1.81 Million
Q2 2022 Aug 15, 2022	SELL	$219.07 - $270.08 $116,545 - $143,682	-532 Reduced 6.22%	8,015 $1.81 Million
Q1 2022 May 16, 2022	SELL	$251.21 - $285.37 $114,049 - $129,557	-454 Reduced 5.04%	8,547 $2.29 Million
Q4 2021 Feb 14, 2022	SELL	$265.81 - $290.54 $76,287 - $83,384	-287 Reduced 3.09%	9,001 $2.55 Million
Q3 2021 Nov 15, 2021	BUY	$256.44 - $277.04 $192,330 - $207,780	750 Added 8.78%	9,288 $2.44 Million
Q2 2021 Aug 16, 2021	BUY	$260.21 - $276.38 $837,876 - $889,943	3,220 Added 60.55%	8,538 $2.3 Million
Q1 2021 May 14, 2021	SELL	$226.3 - $267.93 $944,123 - $1.12 Million	-4,172 Reduced 43.96%	5,318 $1.38 Million
Q4 2020 Feb 11, 2021	BUY	$187.77 - $230.69 $1.54 Million - $1.9 Million	8,225 Added 650.2%	9,490 $2.18 Million
Q3 2020 Dec 16, 2020	SELL	$174.43 - $196.49 $486,310 - $547,814	-2,788 Reduced 68.79%	1,265 $234,000
Q3 2020 Dec 16, 2020	SELL	$174.43 - $196.49 $948,375 - $1.07 Million	-5,437 Reduced 57.29%	4,053 $751,000
Q3 2020 Nov 13, 2020	BUY	$174.43 - $196.49 $938,782 - $1.06 Million	5,382 Added 131.01%	9,490 $1.76 Million
Q2 2020 Aug 14, 2020	BUY	$133.18 - $194.42 $309,643 - $452,026	2,325 Added 130.4%	4,108 $731,000
Q3 2017 Nov 13, 2017	BUY	$176.74 - $178.9 $315,127 - $318,978	1,783	1,783 $319,000

Others Institutions Holding IJH

# of Institutions

2,770

Shares Held

1.17B

Call Options Held

569K

Put Options Held

75.3K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Account

Wetherby Asset Management Inc Ishares Core S&P Mid Cap ETF Transaction History