Wells Financial Advisors Inc Ishares Core S&P Mid Cap ETF Transaction History

Wells Financial Advisors Inc

$72.4 Million
Q4 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wells Financial Advisors Inc holds 14,450 shares of IJH stock, worth $923,355. This represents 1.24% of its overall portfolio holdings.

Number of Shares

14,450

Previous 14,640 1.3%

Holding current value

$923,355

Previous $912,000 1.32%

% of portfolio

1.24%

Previous 1.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$61.68 - $67.87 $11,719 - $12,895	-190 Reduced 1.3%	14,450 $900,000
Q2 2024 Aug 09, 2024	SELL	$56.43 - $60.79 $26,804 - $28,875	-475 Reduced 3.14%	14,640 $856,000
Q1 2024 May 13, 2024	BUY	$56.98 - $284.98 $689,002 - $3.45 Million	12,092 Added 400.0%	15,115 $918,000
Q4 2023 Feb 12, 2024	BUY	$232.04 - $279.85 $46,408 - $55,970	200 Added 7.08%	3,023 $837,000
Q1 2023 May 03, 2023	SELL	$237.25 - $271.72 $3,084 - $3,532	-13 Reduced 0.46%	2,823 $706,000
Q4 2022 Feb 03, 2023	BUY	$44.74 - $257.0 $56,372 - $323,820	1,260 Added 79.95%	2,836 $686,000
Q2 2022 Aug 10, 2022	SELL	$219.07 - $270.08 $18,182 - $22,416	-83 Reduced 5.0%	1,576 $357,000
Q4 2021 Feb 11, 2022	BUY	$265.81 - $290.54 $45,985 - $50,263	173 Added 11.64%	1,659 $470,000
Q3 2021 Nov 10, 2021	SELL	$256.44 - $277.04 $164,378 - $177,582	-641 Reduced 30.14%	1,486 $391,000
Q2 2021 Aug 02, 2021	SELL	$260.21 - $276.38 $35,128 - $37,311	-135 Reduced 5.97%	2,127 $572,000
Q1 2021 May 12, 2021	SELL	$226.3 - $267.93 $2.68 Million - $3.17 Million	-11,839 Reduced 83.96%	2,262 $589,000
Q4 2020 Feb 11, 2021	BUY	$187.77 - $230.69 $2.65 Million - $3.25 Million	14,101 New	14,101 $3.24 Million

Others Institutions Holding IJH

# of Institutions

2,631

Shares Held

1.14B

Call Options Held

788K

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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Wells Financial Advisors Inc Ishares Core S&P Mid Cap ETF Transaction History