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

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 8,021 shares of IJH stock, worth $496,499. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,021

Previous 5,855 36.99%

Holding current value

$496,499

Previous $364,000 37.09%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$61.68 - $67.87 $133,598 - $147,006	2,166 Added 36.99%	8,021 $499,000
Q3 2024 Nov 14, 2024	SELL	$57.32 - $62.65 $437,408 - $478,082	-7,631 Reduced 56.58%	5,855 $364,000
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $560,876 - $613,030	9,785 Added 264.39%	13,486 $840,000
Q2 2024 Aug 14, 2024	SELL	$56.43 - $60.79 $46,046 - $49,604	-816 Reduced 18.07%	3,701 $216,000
Q1 2024 May 15, 2024	BUY	$56.98 - $284.98 $219,316 - $1.1 Million	3,849 Added 576.2%	4,517 $274,000
Q4 2023 Feb 14, 2024	BUY	$232.04 - $279.85 $155,002 - $186,939	668 New	668 $185,000
Q3 2022 Jan 25, 2023	BUY	$43.85 - $263.28 $27,143 - $162,970	619 New	619 $136,000

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