A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 375,530 shares of IJH stock, worth $24.1 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
375,530
Previous 332,807 12.84%
Holding current value
$24.1 Million
Previous $20.6 Billion 18.73%
% of portfolio
2.73%
Previous 2.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$62.09 - $66.51 $2.65 Million - $2.84 Million
42,723 Added 12.84%
375,530 $24.5 Billion
Q2 2025

Jul 30, 2025

BUY
$51.16 - $62.02 $1.83 Million - $2.22 Million
35,832 Added 12.07%
332,807 $20.6 Billion
Q1 2025

May 06, 2025

BUY
$57.21 - $65.8 $17 Million - $19.5 Million
296,975 New
296,975 $17.3 Billion

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.