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

Sax Wealth Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 621,042 shares of IJH stock, worth $38.4 Million. This represents 3.08% of its overall portfolio holdings.

Number of Shares

621,042

Previous 635,374 2.26%

Holding current value

$38.4 Million

Previous $39.6 Million 2.27%

% of portfolio

3.08%

Previous 3.57%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$61.68 - $67.87 $883,997 - $972,712	-14,332 Reduced 2.26%	621,042 $38.7 Million
Q3 2024 Oct 17, 2024	SELL	$57.32 - $62.65 $8.33 Million - $9.11 Million	-145,389 Reduced 18.62%	635,374 $39.6 Million
Q2 2024 Jul 12, 2024	BUY	$56.43 - $60.79 $1.1 Million - $1.18 Million	19,454 Added 2.56%	780,763 $45.7 Million
Q1 2024 May 13, 2024	BUY	$56.98 - $284.98 $37.8 Million - $189 Million	663,549 Added 678.75%	761,309 $46.2 Million
Q4 2023 Feb 14, 2024	SELL	$232.04 - $279.85 $1.64 Million - $1.98 Million	-7,061 Reduced 6.74%	97,760 $27.1 Million
Q3 2023 Nov 07, 2023	BUY	$246.15 - $272.4 $147,936 - $163,712	601 Added 0.58%	104,821 $26.1 Million
Q2 2023 Aug 10, 2023	BUY	$240.22 - $261.48 $263,281 - $286,582	1,096 Added 1.06%	104,220 $27.3 Million
Q1 2023 May 05, 2023	BUY	$237.25 - $271.72 $494,903 - $566,807	2,086 Added 2.06%	103,124 $25.8 Million
Q4 2022 Feb 06, 2023	BUY	$44.74 - $257.0 $240,074 - $1.38 Million	5,366 Added 5.61%	101,038 $24.4 Million
Q3 2022 Nov 08, 2022	BUY	$43.85 - $263.28 $255,426 - $1.53 Million	5,825 Added 6.48%	95,672 $21 Million
Q2 2022 Aug 11, 2022	BUY	$219.07 - $270.08 $810,997 - $999,836	3,702 Added 4.3%	89,847 $20.3 Million
Q1 2022 Aug 11, 2022	SELL	$251.21 - $285.37 $312,254 - $354,714	-1,243 Reduced 1.42%	86,145 $23.1 Million
Q1 2022 Apr 20, 2022	BUY	$251.21 - $285.37 $849,592 - $965,121	3,382 Added 4.03%	87,388 $23.5 Million
Q4 2021 Feb 07, 2022	BUY	$265.81 - $290.54 $1.9 Million - $2.08 Million	7,152 Added 9.31%	84,006 $23.8 Million
Q3 2021 Dec 10, 2021	BUY	$256.44 - $277.04 $1 Million - $1.08 Million	3,911 Added 5.36%	76,854 $20.2 Million
Q2 2021 Aug 12, 2021	BUY	$260.21 - $276.38 $1.26 Million - $1.34 Million	4,856 Added 7.13%	72,943 $19.6 Million
Q1 2021 May 14, 2021	BUY	$226.3 - $267.93 $469,798 - $556,222	2,076 Added 3.14%	68,087 $17.7 Million
Q4 2020 Feb 16, 2021	BUY	$187.77 - $230.69 $12.4 Million - $15.2 Million	66,011 New	66,011 $15.2 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

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