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

Foster Victor Wealth Advisors, LLC

$1.22 Billion
Q4 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 4,436 shares of IJH stock, worth $264,208. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,436

Previous 7,006 36.68%

Holding current value

$264,208

Previous $436,000 36.7%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$61.68 - $67.87 $158,517 - $174,425	-2,570 Reduced 36.68%	4,436 $276,000
Q3 2024 Oct 15, 2024	BUY	$57.32 - $62.65 $58,294 - $63,715	1,017 Added 16.98%	7,006 $436,000
Q2 2024 Jul 18, 2024	BUY	$56.43 - $60.79 $131,707 - $141,883	2,334 Added 63.86%	5,989 $350,000
Q1 2024 Apr 26, 2024	BUY	$56.98 - $284.98 $163,532 - $817,892	2,870 Added 365.61%	3,655 $222,000
Q4 2023 Jan 19, 2024	BUY	$232.04 - $279.85 $182,151 - $219,682	785 New	785 $217,000
Q2 2023 Jul 14, 2023	BUY	$240.22 - $261.48 $189,293 - $206,046	788 New	788 $206,000
Q4 2022 Jan 27, 2023	SELL	$44.74 - $257.0 $13,332 - $76,586	-298 Reduced 25.69%	862 $0
Q3 2022 Oct 24, 2022	BUY	$43.85 - $263.28 $11,751 - $70,559	268 Added 30.04%	1,160 $269,000
Q2 2022 Jul 19, 2022	BUY	$219.07 - $270.08 $195,410 - $240,911	892 New	892 $203,000

Others Institutions Holding IJH

# of Institutions

2,653

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