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

Worth Financial Advisory Group, LLC

$152 Billion
Q2 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 5,500 shares of IJH stock, worth $328,240. This represents 0.21% of its overall portfolio holdings.

Number of Shares

5,500

Previous 6,700 17.91%

Holding current value

$328,240

Previous $407 Million 20.91%

% of portfolio

0.21%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$56.43 - $60.79 $67,716 - $72,948	-1,200 Reduced 17.91%	5,500 $322 Million
Q1 2024 Apr 30, 2024	BUY	$56.98 - $284.98 $305,412 - $1.53 Million	5,360 Added 400.0%	6,700 $407 Million
Q4 2023 Jan 19, 2024	SELL	$232.04 - $279.85 $4,872 - $5,876	-21 Reduced 1.54%	1,340 $371 Million
Q3 2023 Oct 13, 2023	BUY	$246.15 - $272.4 $1,230 - $1,362	5 Added 0.37%	1,361 $339 Million
Q2 2023 Jul 28, 2023	SELL	$240.22 - $261.48 $1,921 - $2,091	-8 Reduced 0.59%	1,356 $355 Million
Q1 2023 Apr 19, 2023	BUY	$237.25 - $271.72 $27,521 - $31,519	116 Added 9.29%	1,364 $341 Million
Q4 2022 Feb 13, 2023	BUY	$236.61 - $257.0 $295,289 - $320,736	1,248 New	1,248 $302 Million

Others Institutions Holding IJH

# of Institutions

2,358

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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