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

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 252,952 shares of IJH stock, worth $14.7 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

252,952

Previous 236,587 6.92%

Holding current value

$14.7 Million

Previous $14.7 Million 6.9%

% of portfolio

3.89%

Previous 3.91%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$61.68 - $67.87 $1.01 Million - $1.11 Million	16,365 Added 6.92%	252,952 $15.8 Million
Q3 2024 Oct 30, 2024	BUY	$57.32 - $62.65 $1.38 Million - $1.51 Million	24,082 Added 11.33%	236,587 $14.7 Million
Q2 2024 Jul 12, 2024	BUY	$56.43 - $60.79 $842,612 - $907,716	14,932 Added 7.56%	212,505 $12.4 Million
Q1 2024 May 14, 2024	BUY	$56.98 - $284.98 $9.33 Million - $46.7 Million	163,724 Added 483.69%	197,573 $12 Million
Q4 2023 May 14, 2024	BUY	$232.04 - $279.85 $884,304 - $1.07 Million	3,811 Added 12.69%	33,849 $9.38 Million
Q3 2023 Nov 14, 2023	BUY	$246.15 - $272.4 $1.79 Million - $1.98 Million	7,280 Added 31.99%	30,038 $7.49 Million
Q2 2023 Jul 12, 2023	BUY	$240.22 - $261.48 $1.04 Million - $1.13 Million	4,309 Added 23.36%	22,758 $5.95 Million
Q1 2023 Apr 24, 2023	BUY	$237.25 - $271.72 $769,639 - $881,459	3,244 Added 21.34%	18,449 $4.62 Million
Q4 2022 Jan 19, 2023	BUY	$44.74 - $257.0 $93,417 - $536,616	2,088 Added 15.92%	15,205 $0
Q3 2022 Oct 24, 2022	BUY	$43.85 - $263.28 $52,532 - $315,409	1,198 Added 10.05%	13,117 $2.88 Million
Q2 2022 Aug 12, 2022	BUY	$219.07 - $270.08 $2.61 Million - $3.22 Million	11,919 New	11,919 $3 Million

Others Institutions Holding IJH

# of Institutions

2,657

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

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

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