Caliber Wealth Management, LLC / Ks Ishares Core S&P Mid Cap ETF Transaction History

Caliber Wealth Management, LLC / Ks

  • $929 Billion
  • Q4 2025

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 407,935 shares of IJH stock, worth $26.2 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
407,935
Previous 375,530 8.63%
Holding current value
$26.2 Million
Previous $24.5 Billion 9.86%
% of portfolio
2.9%
Previous 2.73%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$63.25 - $66.24 $2.05 Million - $2.15 Million
32,405 Added 8.63%
407,935 $26.9 Billion
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

# of Institutions
2,825
Shares Held
1.18B
Call Options Held
584K
Put Options Held
75.3K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email