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

Twin Peaks Wealth Advisors, LLC

$293 Billion
Q3 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 8,605 shares of IJH stock, worth $552,441. This represents 0.19% of its overall portfolio holdings.

Number of Shares

8,605

Previous 8,636 0.36%

Holding current value

$552,441

Previous $550 Million 2.06%

% of portfolio

0.19%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$62.09 - $66.51 $1,924 - $2,061	-31 Reduced 0.36%	8,605 $562 Million
Q2 2025 Aug 13, 2025	SELL	$51.16 - $62.02 $9,464 - $11,473	-185 Reduced 2.1%	8,636 $550 Million
Q1 2025 Apr 16, 2025	SELL	$57.21 - $65.8 $855,632 - $984,104	-14,956 Reduced 62.9%	8,821 $485 Million
Q4 2024 Feb 04, 2025	BUY	$61.68 - $67.87 $120,029 - $132,075	1,946 Added 8.91%	23,777 $1.48 Billion
Q3 2024 Oct 25, 2024	SELL	$57.32 - $62.65 $40,869 - $44,669	-713 Reduced 3.16%	21,831 $1.36 Billion

Q2 2024 Jul 31, 2024	BUY	$56.43 - $60.79 $174,933 - $188,449	3,100 Added 15.94%	22,544 $1.32 Billion
Q1 2024 Apr 23, 2024	BUY	$56.98 - $284.98 $885,127 - $4.43 Million	15,534 Added 397.29%	19,444 $1.18 Billion
Q4 2023 Jan 17, 2024	BUY	$232.04 - $279.85 $907,276 - $1.09 Million	3,910 New	3,910 $1.08 Billion

Others Institutions Holding IJH

# of Institutions

2,769

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

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