A detailed history of Uptown Financial Advisors LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 14,460 shares of IJH stock, worth $928,332. This represents 0.68% of its overall portfolio holdings.

Number of Shares
14,460
Previous 12,960 11.57%
Holding current value
$928,332
Previous $846 Million 12.84%
% of portfolio
0.68%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026

BUY
$63.25 - $66.24 $94,875 - $99,359
1,500 Added 11.57%
14,460 $954 Million
Q3 2025

Oct 15, 2025

SELL
$62.09 - $66.51 $8,878 - $9,510
-143 Reduced 1.09%
12,960 $846 Million
Q2 2025

Jul 10, 2025

SELL
$51.16 - $62.02 $1,995 - $2,418
-39 Reduced 0.3%
13,103 $813 Million
Q4 2024

Apr 29, 2025

BUY
$61.68 - $67.87 $810,598 - $891,947
13,142 New
13,142 $819 Million

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Uptown Financial Advisors LLC Portfolio

Follow Uptown Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Uptown Financial Advisors LLC with notifications on news.