Big Sur Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History

Big Sur Wealth Management LLC

$378 Million
Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 31,750 shares of IJH stock, worth $2.04 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

31,750

Previous 32,250 1.55%

Holding current value

$2.04 Million

Previous $2 Million 3.6%

% of portfolio

0.55%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$62.09 - $66.51 $31,045 - $33,255	-500 Reduced 1.55%	31,750 $2.07 Million
Q1 2024 May 21, 2024	BUY	$56.98 - $284.98 $1.45 Million - $7.24 Million	25,400 Added 370.8%	32,250 $1.96 Million
Q2 2021 Jul 29, 2021	BUY	$260.21 - $276.38 $221,178 - $234,923	850 Added 14.17%	6,850 $1.84 Million
Q4 2020 Jan 22, 2021	SELL	$187.77 - $230.69 $788,634 - $968,898	-4,200 Reduced 41.18%	6,000 $1.38 Million
Q1 2020 May 05, 2020	SELL	$121.75 - $210.58 $243,500 - $421,160	-2,000 Reduced 16.39%	10,200 $1.47 Million

Q2 2019 Jul 05, 2019	SELL	$181.14 - $198.0 $543,420 - $594,000	-3,000 Reduced 19.74%	12,200 $2.38 Million
Q4 2018 Feb 01, 2019	BUY	$156.48 - $199.76 $312,960 - $399,520	2,000 Added 15.15%	15,200 $2.52 Million
Q1 2018 May 03, 2018	BUY	$179.89 - $199.21 $1.62 Million - $1.79 Million	9,000 Added 214.29%	13,200 $2.48 Million
Q2 2017 Aug 14, 2017	BUY	N/A	4,200	4,200 $733,000

Others Institutions Holding IJH

# of Institutions

2,793

Shares Held

1.18B

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

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Big Sur Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History