Archvest Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Archvest Wealth Advisors, Inc.

$137 Million
Q4 2024

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 12,005 shares of IJH stock, worth $767,599. This represents 0.55% of its overall portfolio holdings.

Number of Shares

12,005

Previous 13,895 13.6%

Holding current value

$767,599

Previous $865,000 13.53%

% of portfolio

0.55%

Previous 0.52%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$61.68 - $67.87 $116,575 - $128,274	-1,890 Reduced 13.6%	12,005 $748,000
Q2 2024 Aug 12, 2024	SELL	$56.43 - $60.79 $33,858 - $36,474	-600 Reduced 4.14%	13,895 $813,000
Q1 2024 Apr 29, 2024	BUY	$56.98 - $284.98 $660,740 - $3.3 Million	11,596 Added 400.0%	14,495 $880,000
Q4 2023 Jan 16, 2024	SELL	$232.04 - $279.85 $315,342 - $380,316	-1,359 Reduced 31.92%	2,899 $803,000
Q3 2023 Nov 07, 2023	SELL	$246.15 - $272.4 $49,722 - $55,024	-202 Reduced 4.53%	4,258 $1.06 Million
Q1 2023 May 02, 2023	SELL	$237.25 - $271.72 $36,062 - $41,301	-152 Reduced 3.3%	4,460 $1.12 Million
Q4 2022 Feb 03, 2023	SELL	$44.74 - $257.0 $313 - $1,799	-7 Reduced 0.15%	4,612 $1.12 Million
Q3 2022 Nov 09, 2022	SELL	$43.85 - $263.28 $3,025 - $18,166	-69 Reduced 1.47%	4,619 $1.01 Million
Q2 2022 Jul 26, 2022	SELL	$219.07 - $270.08 $267,703 - $330,037	-1,222 Reduced 20.68%	4,688 $1.06 Million
Q1 2022 May 03, 2022	SELL	$251.21 - $285.37 $110,029 - $124,992	-438 Reduced 6.9%	5,910 $1.59 Million
Q4 2021 Feb 14, 2022	BUY	$265.81 - $290.54 $1.69 Million - $1.84 Million	6,348 New	6,348 $1.8 Million

Others Institutions Holding IJH

# of Institutions

2,612

Shares Held

1.13B

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

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.

Account

Archvest Wealth Advisors, Inc. Ishares Core S&P Mid Cap ETF Transaction History