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

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Summit Financial, LLC holds 440,158 shares of IJH stock, worth $28.3 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

440,158

Previous 383,816 14.68%

Holding current value

$28.3 Million

Previous $23.8 Million 20.67%

% of portfolio

0.48%

Previous 0.54%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$62.09 - $66.51 $3.5 Million - $3.75 Million	56,342 Added 14.68%	440,158 $28.7 Million
Q2 2025 Aug 13, 2025	SELL	$51.16 - $62.02 $387,281 - $469,491	-7,570 Reduced 1.93%	383,816 $23.8 Million
Q1 2025 May 14, 2025	BUY	$57.21 - $65.8 $11.2 Million - $12.8 Million	194,926 Added 99.22%	391,386 $22.8 Million
Q4 2024 Feb 12, 2025	BUY	$61.68 - $67.87 $270,281 - $297,406	4,382 Added 2.28%	196,460 $12.2 Million
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $6.49 Million - $7.09 Million	113,240 Added 143.64%	192,078 $12 Million

Q2 2024 Jul 31, 2024	BUY	$56.43 - $60.79 $110,151 - $118,662	1,952 Added 2.54%	78,838 $4.61 Million
Q1 2024 Apr 24, 2024	BUY	$56.98 - $284.98 $3.57 Million - $17.9 Million	62,721 Added 442.79%	76,886 $4.67 Million
Q4 2023 Feb 05, 2024	SELL	$232.04 - $279.85 $255,476 - $308,114	-1,101 Reduced 7.21%	14,165 $3.93 Million
Q3 2023 Nov 07, 2023	BUY	$246.15 - $272.4 $87,383 - $96,701	355 Added 2.38%	15,266 $3.81 Million
Q2 2023 Aug 11, 2023	BUY	$240.22 - $261.48 $1.44 Million - $1.56 Million	5,976 Added 66.88%	14,911 $3.9 Million
Q1 2023 May 03, 2023	BUY	$237.25 - $271.72 $142,824 - $163,575	602 Added 7.22%	8,935 $2.24 Million
Q4 2022 Feb 07, 2023	SELL	$44.74 - $257.0 $231,395 - $1.33 Million	-5,172 Reduced 38.3%	8,333 $2.02 Million
Q3 2022 Nov 15, 2022	BUY	$43.85 - $263.28 $100,284 - $602,121	2,287 Added 20.39%	13,505 $2.96 Billion
Q2 2022 Aug 12, 2022	SELL	$219.07 - $270.08 $110,630 - $136,390	-505 Reduced 4.31%	11,218 $2.54 Million
Q1 2022 May 10, 2022	SELL	$251.21 - $285.37 $241,664 - $274,525	-962 Reduced 7.58%	11,723 $3.15 Million
Q4 2021 Feb 07, 2022	BUY	$265.81 - $290.54 $104,463 - $114,182	393 Added 3.2%	12,685 $3.59 Million
Q3 2021 Nov 08, 2021	BUY	$256.44 - $277.04 $498,775 - $538,842	1,945 Added 18.8%	12,292 $3.23 Million
Q2 2021 Aug 06, 2021	BUY	$260.21 - $276.38 $1.31 Million - $1.39 Million	5,023 Added 94.35%	10,347 $2.78 Million
Q1 2021 May 03, 2021	BUY	$226.3 - $267.93 $246,214 - $291,507	1,088 Added 25.68%	5,324 $1.39 Million
Q4 2020 Feb 09, 2021	BUY	$187.77 - $230.69 $795,393 - $977,202	4,236 New	4,236 $973,000

Others Institutions Holding IJH

# of Institutions

2,770

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

More about IJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

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