Montis Financial, LLC Ishares Core S&P Mid Cap ETF Transaction History

Montis Financial, LLC

$430 Million
Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Montis Financial, LLC holds 124,753 shares of IJH stock, worth $8.01 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

124,753

Previous 132,622 5.93%

Holding current value

$8.01 Million

Previous $8.23 Million 1.02%

% of portfolio

1.9%

Previous 2.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$62.09 - $66.51 $488,586 - $523,367	-7,869 Reduced 5.93%	124,753 $8.14 Million
Q2 2025 Jul 17, 2025	BUY	$51.16 - $62.02 $61,391 - $74,424	1,200 Added 0.91%	132,622 $8.23 Million
Q1 2025 May 02, 2025	BUY	$57.21 - $65.8 $45,081 - $51,850	788 Added 0.6%	131,422 $7.67 Million
Q4 2024 Feb 10, 2025	BUY	$61.68 - $67.87 $187,137 - $205,917	3,034 Added 2.38%	130,634 $8.14 Million
Q3 2024 Oct 10, 2024	BUY	$57.32 - $62.65 $7.31 Million - $7.99 Million	127,600 New	127,600 $7.95 Million

Others Institutions Holding IJH

# of Institutions

2,769

Shares Held

1.17B

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

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Montis Financial, LLC Ishares Core S&P Mid Cap ETF Transaction History