Kfa Private Wealth Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 94,106 shares of IJH stock, worth $5.93 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

94,106

Previous 96,758 2.74%

Holding current value

$5.93 Million

Previous $5.66 Million 3.57%

% of portfolio

2.81%

Previous 2.93%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$57.32 - $62.65 $152,012 - $166,147	-2,652 Reduced 2.74%	94,106 $5.86 Million
Q2 2024 Aug 07, 2024	SELL	$56.43 - $60.79 $3.13 Million - $3.38 Million	-55,529 Reduced 36.46%	96,758 $5.66 Million
Q1 2024 May 01, 2024	BUY	$56.98 - $284.98 $7.07 Million - $35.4 Million	124,128 Added 440.81%	152,287 $9.25 Million
Q4 2023 Feb 02, 2024	BUY	$232.04 - $279.85 $331,121 - $399,345	1,427 Added 5.34%	28,159 $7.8 Million
Q3 2023 Oct 25, 2023	BUY	$246.15 - $272.4 $248,119 - $274,579	1,008 Added 3.92%	26,732 $6.67 Million
Q2 2023 Jul 18, 2023	BUY	$240.22 - $261.48 $65,339 - $71,122	272 Added 1.07%	25,724 $6.73 Million
Q1 2023 May 05, 2023	BUY	$237.25 - $271.72 $1.48 Million - $1.7 Million	6,259 Added 32.61%	25,452 $6.37 Million
Q4 2022 Jan 31, 2023	SELL	$44.74 - $257.0 $263,563 - $1.51 Million	-5,891 Reduced 23.49%	19,193 $4.64 Million
Q3 2022 Nov 02, 2022	BUY	$43.85 - $263.28 $30,563 - $183,506	697 Added 2.86%	25,084 $5.5 Million
Q2 2022 Jul 18, 2022	BUY	$219.07 - $270.08 $170,874 - $210,662	780 Added 3.3%	24,387 $5.52 Million
Q1 2022 May 02, 2022	BUY	$251.21 - $285.37 $10,299 - $11,700	41 Added 0.17%	23,607 $6.34 Million
Q4 2021 Jan 26, 2022	BUY	$265.81 - $290.54 $348,211 - $380,607	1,310 Added 5.89%	23,566 $6.67 Million
Q3 2021 Oct 18, 2021	BUY	$256.44 - $277.04 $344,655 - $372,341	1,344 Added 6.43%	22,256 $5.86 Million
Q2 2021 Jul 22, 2021	SELL	$260.21 - $276.38 $1.6 Million - $1.7 Million	-6,150 Reduced 22.73%	20,912 $5.62 Million
Q1 2021 May 06, 2021	BUY	$226.3 - $267.93 $130,801 - $154,863	578 Added 2.18%	27,062 $7.04 Million
Q4 2020 Mar 08, 2021	SELL	$187.77 - $230.69 $415,722 - $510,747	-2,214 Reduced 7.71%	26,484 $6.09 Million
Q3 2020 Nov 04, 2020	BUY	$174.43 - $196.49 $1.16 Million - $1.31 Million	6,666 Added 30.26%	28,698 $5.32 Million
Q2 2020 Jul 28, 2020	SELL	$133.18 - $194.42 $2.18 Million - $3.18 Million	-16,361 Reduced 42.61%	22,032 $3.92 Million
Q1 2020 Apr 23, 2020	SELL	$121.75 - $210.58 $5.17 Million - $8.94 Million	-42,448 Reduced 52.51%	38,393 $5.52 Million
Q4 2019 Jan 28, 2020	BUY	$185.78 - $206.16 $15 Million - $16.7 Million	80,841 New	80,841 $16.6 Million

Others Institutions Holding IJH

# of Institutions

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Kfa Private Wealth Group, LLC Ishares Core S&P Mid Cap ETF Transaction History