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

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 15,910 shares of IJH stock, worth $986,579. This represents 0.12% of its overall portfolio holdings.

Number of Shares

15,910

Previous 17,401 8.57%

Holding current value

$986,579

Previous $1.08 Billion 8.58%

% of portfolio

0.12%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$61.68 - $67.87 $91,964 - $101,194	-1,491 Reduced 8.57%	15,910 $991 Million
Q3 2024 Oct 07, 2024	SELL	$57.32 - $62.65 $638,028 - $697,357	-11,131 Reduced 39.01%	17,401 $1.08 Billion
Q2 2024 Jul 23, 2024	BUY	$56.43 - $60.79 $2,652 - $2,857	47 Added 0.16%	28,532 $1.67 Billion
Q1 2024 Apr 12, 2024	BUY	$56.98 - $284.98 $1.16 Million - $5.82 Million	20,430 Added 253.63%	28,485 $1.73 Billion
Q4 2023 Apr 04, 2024	BUY	$232.04 - $279.85 $556,431 - $671,080	2,398 Added 42.39%	8,055 $1.95 Billion
Q3 2023 Apr 04, 2024	SELL	$246.15 - $272.4 $540,545 - $598,190	-2,196 Reduced 27.96%	5,657 $1.41 Billion
Q2 2023 Apr 04, 2024	SELL	$240.22 - $261.48 $55,490 - $60,401	-231 Reduced 2.86%	7,853 $2.05 Billion
Q1 2023 Apr 04, 2024	BUY	$237.25 - $271.72 $6,880 - $7,879	29 Added 0.36%	8,084 $2.02 Billion
Q4 2022 Apr 04, 2024	BUY	$44.74 - $257.0 $2,326 - $13,364	52 Added 0.65%	8,055 $1.95 Billion
Q3 2022 Apr 04, 2024	BUY	$43.85 - $263.28 $131 - $789	3 Added 0.04%	8,003 $1.75 Billion
Q2 2022 Apr 04, 2024	BUY	$219.07 - $270.08 $1.75 Million - $2.16 Million	8,000 New	8,000 $1.81 Billion
Q1 2022 Apr 05, 2024	BUY	$251.21 - $285.37 $6,029 - $6,848	24 Added 0.3%	8,030 $2.15 Billion
Q4 2021 Apr 05, 2024	BUY	$265.81 - $290.54 $11,429 - $12,493	43 Added 0.54%	8,006 $2.27 Billion
Q3 2021 Apr 05, 2024	BUY	$256.44 - $277.04 $38,722 - $41,833	151 Added 1.93%	7,963 $2.09 Billion
Q2 2021 Apr 05, 2024	BUY	$260.21 - $276.38 $40,332 - $42,838	155 Added 2.02%	7,812 $2.1 Billion
Q1 2021 Apr 05, 2024	SELL	$226.3 - $267.93 $62,911 - $74,484	-278 Reduced 3.5%	7,657 $1.99 Billion
Q4 2020 Apr 05, 2024	SELL	$187.77 - $230.69 $63,654 - $78,203	-339 Reduced 4.1%	7,935 $1.82 Billion
Q3 2020 Apr 05, 2024	SELL	$174.43 - $196.49 $280,134 - $315,562	-1,606 Reduced 16.26%	8,274 $1.53 Billion
Q2 2020 Apr 05, 2024	BUY	$133.18 - $194.42 $249,446 - $364,148	1,873 Added 23.39%	9,880 $1.76 Billion
Q1 2020 Apr 05, 2024	BUY	$121.75 - $210.58 $2,313 - $4,001	19 Added 0.24%	8,007 $1.15 Billion
Q4 2019 Apr 05, 2024	BUY	$185.78 - $206.16 $11,889 - $13,194	64 Added 0.81%	7,988 $1.64 Billion
Q2 2019 Apr 05, 2024	BUY	$181.14 - $198.0 $8,332 - $9,108	46 Added 0.58%	7,924 $1.54 Billion
Q1 2019 Apr 05, 2024	SELL	$162.83 - $193.4 $28,820 - $34,231	-177 Reduced 2.2%	7,878 $1.49 Billion

Others Institutions Holding IJH

# of Institutions

2,643

Shares Held

1.14B

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