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

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 78,334 shares of IJH stock, worth $4.31 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

78,334

Previous 82,163 4.66%

Holding current value

$4.31 Million

Previous $5.12 Million 4.61%

% of portfolio

1.59%

Previous 1.79%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$61.68 - $67.87 $236,172 - $259,874	-3,829 Reduced 4.66%	78,334 $4.88 Million
Q3 2024 Nov 07, 2024	SELL	$57.32 - $62.65 $230,369 - $251,790	-4,019 Reduced 4.66%	82,163 $5.12 Million
Q2 2024 Aug 06, 2024	SELL	$56.43 - $60.79 $312,057 - $336,168	-5,530 Reduced 6.03%	86,182 $5.04 Million
Q1 2024 May 02, 2024	BUY	$56.98 - $284.98 $4.14 Million - $20.7 Million	72,623 Added 380.44%	91,712 $5.56 Million
Q4 2023 Feb 12, 2024	SELL	$232.04 - $279.85 $188,416 - $227,238	-812 Reduced 4.08%	19,089 $5.29 Million
Q3 2023 Nov 09, 2023	BUY	$246.15 - $272.4 $601,836 - $666,018	2,445 Added 14.01%	19,901 $4.96 Million
Q2 2023 Aug 01, 2023	SELL	$240.22 - $261.48 $768,223 - $836,213	-3,198 Reduced 15.48%	17,456 $4.58 Million
Q1 2023 Apr 13, 2023	SELL	$237.25 - $271.72 $262,161 - $300,250	-1,105 Reduced 5.08%	20,654 $5.17 Million
Q4 2022 Feb 10, 2023	BUY	$44.74 - $257.0 $31,318 - $179,900	700 Added 3.32%	21,759 $5.26 Million
Q3 2022 Nov 14, 2022	SELL	$43.85 - $263.28 $10,787 - $64,766	-246 Reduced 1.15%	21,059 $4.62 Million
Q2 2022 Aug 12, 2022	BUY	$219.07 - $270.08 $4.67 Million - $5.75 Million	21,305 New	21,305 $4.82 Million

Others Institutions Holding IJH

# of Institutions

2,652

Shares Held

1.15B

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