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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 64,017 shares of IJH stock, worth $3.96 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

64,017

Previous 37,532 70.57%

Holding current value

$3.96 Million

Previous $2.34 Billion 70.56%

% of portfolio

0.3%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$61.68 - $67.87 $1.63 Million - $1.8 Million	26,485 Added 70.57%	64,017 $3.99 Billion
Q3 2024 Oct 21, 2024	BUY	$57.32 - $62.65 $490,086 - $535,657	8,550 Added 29.5%	37,532 $2.34 Billion
Q2 2024 Jul 09, 2024	BUY	$56.43 - $60.79 $655,829 - $706,501	11,622 Added 66.95%	28,982 $1.7 Billion
Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $866,608 - $4.33 Million	15,209 Added 707.07%	17,360 $1.05 Billion
Q4 2023 Jan 16, 2024	BUY	$232.04 - $279.85 $152,450 - $183,861	657 Added 43.98%	2,151 $596 Million
Q3 2023 Oct 23, 2023	BUY	$246.15 - $272.4 $367,748 - $406,965	1,494 New	1,494 $373 Million

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

More about IJH

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