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 $721,620. This represents 0.55% of its overall portfolio holdings.

Number of Shares

12,005

Previous 13,895 13.6%

Holding current value

$721,620

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

2,657

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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