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

Morling Financial Advisors, LLC

$270 Million
Q4 2024

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 2,011 shares of IJH stock, worth $124,682. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,011

Previous 2,136 5.85%

Holding current value

$124,682

Previous $133,000 6.02%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$61.68 - $67.87 $7,710 - $8,483	-125 Reduced 5.85%	2,011 $125,000
Q2 2024 Aug 07, 2024	BUY	$56.43 - $60.79 $7,053 - $7,598	125 Added 6.22%	2,136 $124,000
Q1 2024 May 13, 2024	BUY	$56.98 - $284.98 $90,826 - $454,258	1,594 Added 382.25%	2,011 $122,000
Q4 2023 Feb 02, 2024	BUY	$232.04 - $279.85 $3,248 - $3,917	14 Added 3.47%	417 $115,000
Q3 2023 Nov 08, 2023	SELL	$246.15 - $272.4 $246 - $272	-1 Reduced 0.25%	403 $100,000
Q2 2023 Jul 28, 2023	BUY	$240.22 - $261.48 $480 - $522	2 Added 0.5%	404 $105,000
Q1 2023 May 02, 2023	BUY	$237.25 - $271.72 $237 - $271	1 Added 0.25%	402 $100,000
Q3 2022 Nov 01, 2022	BUY	$43.85 - $263.28 $131 - $789	3 Added 0.75%	401 $88,000
Q2 2022 Aug 01, 2022	SELL	$219.07 - $270.08 $657 - $810	-3 Reduced 0.75%	398 $90,000
Q1 2022 May 06, 2022	BUY	$251.21 - $285.37 $502 - $570	2 Added 0.5%	401 $107,000
Q4 2021 Feb 04, 2022	BUY	$265.81 - $290.54 $106,058 - $115,925	399 New	399 $113,000

Others Institutions Holding IJH

# of Institutions

2,640

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