A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 581,991 shares of IJH stock, worth $36.7 Million. This represents 4.42% of its overall portfolio holdings.

Number of Shares
581,991
Previous 590,716 1.48%
Holding current value
$36.7 Million
Previous $34.6 Million 4.92%
% of portfolio
4.42%
Previous 4.61%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$57.32 - $62.65 $500,117 - $546,621
-8,725 Reduced 1.48%
581,991 $36.3 Million
Q2 2024

Jul 19, 2024

SELL
$56.43 - $60.79 $496,584 - $534,952
-8,800 Reduced 1.47%
590,716 $34.6 Million
Q1 2024

May 09, 2024

BUY
$56.98 - $284.98 $27.3 Million - $137 Million
479,481 Added 399.45%
599,516 $36.4 Million
Q4 2023

Feb 13, 2024

SELL
$232.04 - $279.85 $130,406 - $157,275
-562 Reduced 0.47%
120,035 $33.3 Million
Q3 2023

Oct 24, 2023

SELL
$246.15 - $272.4 $200,612 - $222,005
-815 Reduced 0.67%
120,597 $30.1 Million
Q2 2023

Jul 21, 2023

SELL
$240.22 - $261.48 $57,893 - $63,016
-241 Reduced 0.2%
121,412 $31.7 Million
Q1 2023

Apr 21, 2023

SELL
$237.25 - $271.72 $454,096 - $520,072
-1,914 Reduced 1.55%
121,653 $30.4 Million
Q4 2022

Jan 20, 2023

SELL
$44.74 - $257.0 $155,516 - $893,332
-3,476 Reduced 2.74%
123,567 $0
Q3 2022

Oct 21, 2022

SELL
$43.85 - $263.28 $16,356 - $98,203
-373 Reduced 0.29%
127,043 $27.9 Million
Q2 2022

Jul 25, 2022

BUY
$219.07 - $270.08 $273,837 - $337,600
1,250 Added 0.99%
127,416 $28.8 Million
Q1 2022

May 04, 2022

SELL
$251.21 - $285.37 $100,232 - $113,862
-399 Reduced 0.32%
126,166 $33.9 Million
Q4 2021

Feb 03, 2022

SELL
$265.81 - $290.54 $309,137 - $337,898
-1,163 Reduced 0.91%
126,565 $35.8 Million
Q3 2021

Nov 10, 2021

BUY
$256.44 - $277.04 $738,547 - $797,875
2,880 Added 2.31%
127,728 $33.6 Million
Q2 2021

Aug 11, 2021

BUY
$260.21 - $276.38 $8.75 Million - $9.3 Million
33,634 Added 36.87%
124,848 $33.6 Million
Q1 2021

May 11, 2021

SELL
$226.3 - $267.93 $260,923 - $308,923
-1,153 Reduced 1.25%
91,214 $23.7 Million
Q4 2020

Feb 05, 2021

BUY
$187.77 - $230.69 $20,466 - $25,145
109 Added 0.12%
92,367 $21.2 Million
Q3 2020

Nov 16, 2020

SELL
$174.43 - $196.49 $567,246 - $638,985
-3,252 Reduced 3.4%
92,258 $17.1 Million
Q2 2020

Jul 31, 2020

SELL
$133.18 - $194.42 $839,566 - $1.23 Million
-6,304 Reduced 6.19%
95,510 $17 Million
Q1 2020

May 11, 2020

SELL
$121.75 - $210.58 $52,717 - $91,181
-433 Reduced 0.42%
101,814 $14.6 Million
Q4 2019

Feb 11, 2020

SELL
$185.78 - $206.16 $195,254 - $216,674
-1,051 Reduced 1.02%
102,247 $21 Million
Q3 2019

Nov 14, 2019

SELL
$183.17 - $198.52 $282,264 - $305,919
-1,541 Reduced 1.47%
103,298 $20 Million
Q2 2019

Aug 08, 2019

SELL
$181.14 - $198.0 $46,371 - $50,688
-256 Reduced 0.24%
104,839 $20.4 Million
Q1 2019

May 14, 2019

BUY
$162.83 - $193.4 $174,065 - $206,744
1,069 Added 1.03%
105,095 $19.9 Million
Q4 2018

Feb 06, 2019

BUY
$156.48 - $199.76 $641,255 - $818,616
4,098 Added 4.1%
104,026 $17.3 Million
Q3 2018

Nov 09, 2018

SELL
$194.86 - $204.98 $15,004 - $15,783
-77 Reduced 0.08%
99,928 $20.1 Million
Q2 2018

Aug 06, 2018

BUY
$183.17 - $200.64 $769,130 - $842,487
4,199 Added 4.38%
100,005 $19.5 Million
Q1 2018

May 14, 2018

SELL
$179.89 - $199.21 $110,272 - $122,115
-613 Reduced 0.64%
95,806 $18 Million
Q4 2017

Jan 29, 2018

SELL
$180.58 - $190.73 $285,677 - $301,734
-1,582 Reduced 1.61%
96,419 $18.3 Million
Q3 2017

Nov 09, 2017

BUY
$176.74 - $178.9 $17.3 Million - $17.5 Million
98,001
98,001 $17.5 Million

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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