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 $15.7 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

252,952

Previous 236,587 6.92%

Holding current value

$15.7 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

2,644

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