Erts Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 14,637 shares of IJH stock, worth $804,742. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,637

Previous 19,845 26.24%

Holding current value

$804,742

Previous $1.24 Million 26.21%

% of portfolio

0.17%

Previous 0.23%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$61.68 - $67.87 $321,229 - $353,466	-5,208 Reduced 26.24%	14,637 $912,000
Q3 2024 Oct 17, 2024	SELL	$57.32 - $62.65 $213,402 - $233,245	-3,723 Reduced 15.8%	19,845 $1.24 Million
Q2 2024 Jul 18, 2024	SELL	$56.43 - $60.79 $80,074 - $86,261	-1,419 Reduced 5.68%	23,568 $1.38 Million
Q1 2024 Apr 23, 2024	BUY	$56.98 - $284.98 $1.11 Million - $5.55 Million	19,471 Added 352.99%	24,987 $1.52 Million
Q4 2023 Jan 23, 2024	SELL	$232.04 - $279.85 $55,921 - $67,443	-241 Reduced 4.19%	5,516 $1.53 Million
Q3 2023 Oct 16, 2023	SELL	$246.15 - $272.4 $49,230 - $54,479	-200 Reduced 3.36%	5,757 $1.44 Million
Q2 2023 Jul 17, 2023	BUY	$240.22 - $261.48 $62,216 - $67,723	259 Added 4.55%	5,957 $1.56 Million
Q1 2023 Apr 18, 2023	BUY	$237.25 - $271.72 $256,230 - $293,457	1,080 Added 23.39%	5,698 $1.43 Million
Q4 2022 Jan 27, 2023	SELL	$44.74 - $257.0 $2,281 - $13,107	-51 Reduced 1.09%	4,618 $1.12 Million
Q3 2022 Nov 08, 2022	BUY	$43.85 - $263.28 $7,235 - $43,441	165 Added 3.66%	4,669 $1.02 Million
Q2 2022 Aug 08, 2022	BUY	$219.07 - $270.08 $17,525 - $21,606	80 Added 1.81%	4,504 $1.02 Million
Q1 2022 May 11, 2022	BUY	$251.21 - $285.37 $5,024 - $5,707	20 Added 0.45%	4,424 $1.19 Million
Q4 2021 Feb 15, 2022	SELL	$265.81 - $290.54 $28,973 - $31,668	-109 Reduced 2.42%	4,404 $1.25 Million
Q3 2021 Oct 13, 2021	BUY	$256.44 - $277.04 $256 - $277	1 Added 0.02%	4,513 $1.19 Million
Q2 2021 Aug 11, 2021	SELL	$260.21 - $276.38 $504,286 - $535,624	-1,938 Reduced 30.05%	4,512 $1.21 Million
Q1 2021 May 07, 2021	BUY	$226.3 - $267.93 $70,831 - $83,862	313 Added 5.1%	6,450 $1.68 Million
Q4 2020 Feb 12, 2021	BUY	$187.77 - $230.69 $130,312 - $160,098	694 Added 12.75%	6,137 $1.41 Million
Q3 2020 Nov 13, 2020	SELL	$174.43 - $196.49 $128,380 - $144,616	-736 Reduced 11.91%	5,443 $1.01 Million
Q2 2020 Aug 14, 2020	BUY	$133.18 - $194.42 $2,130 - $3,110	16 Added 0.26%	6,179 $1.1 Million
Q1 2020 May 15, 2020	BUY	$121.75 - $210.58 $614,350 - $1.06 Million	5,046 Added 451.75%	6,163 $887,000
Q4 2019 Feb 19, 2020	SELL	$185.78 - $206.16 $1.39 Million - $1.54 Million	-7,473 Reduced 87.0%	1,117 $230,000
Q4 2019 Feb 12, 2020	BUY	$185.78 - $206.16 $1.39 Million - $1.54 Million	7,473 Added 669.02%	8,590 $1.43 Million
Q3 2019 Nov 05, 2019	SELL	$183.17 - $198.52 $9,341 - $10,124	-51 Reduced 4.37%	1,117 $216,000
Q2 2019 Aug 13, 2019	SELL	$181.14 - $198.0 $14,128 - $15,444	-78 Reduced 6.26%	1,168 $227,000
Q1 2019 May 15, 2019	SELL	$162.83 - $193.4 $1.2 Million - $1.42 Million	-7,344 Reduced 85.49%	1,246 $236,000
Q4 2018 Feb 14, 2019	BUY	$156.48 - $199.76 $1.34 Million - $1.72 Million	8,590 New	8,590 $1.43 Million

Others Institutions Holding IJH

# of Institutions

2,652

Shares Held

1.15B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Erts Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History