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

Heartwood Wealth Advisors LLC

$1.02 Billion
Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,070 shares of IJH stock, worth $261,294. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,070

Previous 3,791 7.36%

Holding current value

$261,294

Previous $247,000 5.67%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$63.25 - $66.24 $17,646 - $18,480	279 Added 7.36%	4,070 $261,000
Q2 2025 Jul 08, 2025	SELL	$51.16 - $62.02 $5,116 - $6,202	-100 Reduced 2.57%	3,791 $235,000
Q1 2025 Apr 21, 2025	BUY	$57.21 - $65.8 $24,657 - $28,359	431 Added 12.46%	3,891 $227,000
Q1 2024 Apr 02, 2024	BUY	$56.98 - $284.98 $154,415 - $772,295	2,710 Added 361.33%	3,460 $210,000
Q4 2023 Jan 17, 2024	BUY	$232.04 - $279.85 $174,030 - $209,887	750 New	750 $207,000

Q4 2022 Jan 12, 2023	BUY	$44.74 - $257.0 $37,536 - $215,623	839 New	839 $0
Q2 2022 Jul 25, 2022	BUY	$219.07 - $270.08 $304,507 - $375,411	1,390 New	1,390 $314,000

Others Institutions Holding IJH

# of Institutions

2,800

Shares Held

1.18B

Call Options Held

569K

Put Options Held

75.3K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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