Powell Investment Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Powell Investment Advisors, LLC

$211 Million
Q3 2024

A detailed history of Powell Investment Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 7,990 shares of IJH stock, worth $495,539. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,990

Previous 7,345 8.78%

Holding current value

$495,539

Previous $429,000 15.85%

% of portfolio

0.24%

Previous 0.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$57.32 - $62.65 $36,971 - $40,409	645 Added 8.78%	7,990 $497,000
Q2 2024 Jul 30, 2024	BUY	$56.43 - $60.79 $959 - $1,033	17 Added 0.23%	7,345 $429,000
Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $318,062 - $1.59 Million	5,582 Added 319.7%	7,328 $445,000
Q4 2023 Jan 31, 2024	BUY	$232.04 - $279.85 $68,219 - $82,275	294 Added 20.25%	1,746 $483,000
Q2 2023 Aug 02, 2023	SELL	$240.22 - $261.48 $95,127 - $103,546	-396 Reduced 21.43%	1,452 $379,000
Q1 2023 May 10, 2023	BUY	$237.25 - $271.72 $95,849 - $109,774	404 Added 27.98%	1,848 $462,000
Q4 2022 Feb 14, 2023	BUY	$44.74 - $257.0 $11,274 - $64,764	252 Added 21.14%	1,444 $349,000
Q3 2022 Nov 14, 2022	SELL	$43.85 - $263.28 $10,524 - $63,187	-240 Reduced 16.76%	1,192 $261,000
Q2 2022 Aug 02, 2022	BUY	$219.07 - $270.08 $90,694 - $111,813	414 Added 40.67%	1,432 $324,000
Q1 2022 May 09, 2022	BUY	$251.21 - $285.37 $502 - $570	2 Added 0.2%	1,018 $273,000
Q4 2021 Jan 14, 2022	BUY	$265.81 - $290.54 $1,329 - $1,452	5 Added 0.49%	1,016 $288,000
Q2 2021 Jul 14, 2021	SELL	$260.21 - $276.38 $3,122 - $3,316	-12 Reduced 1.17%	1,011 $272,000
Q1 2021 Apr 14, 2021	BUY	$226.3 - $267.93 $42,770 - $50,638	189 Added 22.66%	1,023 $266,000
Q1 2020 May 12, 2020	SELL	$121.75 - $210.58 $10,105 - $17,478	-83 Reduced 9.05%	834 $120,000
Q4 2019 Feb 10, 2020	BUY	$185.78 - $206.16 $170,360 - $189,048	917 New	917 $189,000

Others Institutions Holding IJH

# of Institutions

2,398

Shares Held

1.04B

Call Options Held

711K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Powell Investment Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History