Wescott Financial Advisory Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 112,252 shares of IJH stock, worth $7.03 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

112,252

Previous 110,093 1.96%

Holding current value

$7.03 Million

Previous $6.44 Million 8.58%

% of portfolio

0.85%

Previous 0.84%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $123,753 - $135,261	2,159 Added 1.96%	112,252 $7 Million
Q2 2024 Aug 14, 2024	BUY	$56.43 - $60.79 $33,801 - $36,413	599 Added 0.55%	110,093 $6.44 Million
Q1 2024 May 13, 2024	BUY	$56.98 - $284.98 $4.97 Million - $24.8 Million	87,154 Added 390.13%	109,494 $6.65 Million
Q4 2023 Feb 13, 2024	SELL	$232.04 - $279.85 $100,705 - $121,454	-434 Reduced 1.91%	22,340 $6.19 Million
Q3 2023 Nov 09, 2023	BUY	$246.15 - $272.4 $81,229 - $89,891	330 Added 1.47%	22,774 $5.68 Million
Q2 2023 Aug 11, 2023	SELL	$240.22 - $261.48 $230,130 - $250,497	-958 Reduced 4.09%	22,444 $5.87 Million
Q1 2023 May 10, 2023	SELL	$237.25 - $271.72 $60,261 - $69,016	-254 Reduced 1.07%	23,402 $5.85 Million
Q4 2022 Feb 06, 2023	BUY	$44.74 - $257.0 $36,463 - $209,455	815 Added 3.57%	23,656 $5.72 Million
Q3 2022 Nov 14, 2022	BUY	$43.85 - $263.28 $36,176 - $217,205	825 Added 3.75%	22,841 $5.01 Million
Q2 2022 Jul 28, 2022	SELL	$219.07 - $270.08 $311,736 - $384,323	-1,423 Reduced 6.07%	22,016 $4.98 Million
Q1 2022 May 16, 2022	BUY	$251.21 - $285.37 $4.84 Million - $5.49 Million	19,255 Added 460.21%	23,439 $6.29 Million
Q4 2021 Jan 31, 2022	BUY	$265.81 - $290.54 $63,794 - $69,729	240 Added 6.09%	4,184 $1.18 Million
Q3 2021 Oct 29, 2021	SELL	$256.44 - $277.04 $15,899 - $17,176	-62 Reduced 1.55%	3,944 $1.04 Million
Q2 2021 Aug 10, 2021	SELL	$260.21 - $276.38 $80,144 - $85,125	-308 Reduced 7.14%	4,006 $1.07 Million
Q1 2021 Jun 25, 2021	BUY	$226.3 - $267.93 $110,660 - $131,017	489 Added 12.78%	4,314 $1.12 Million
Q4 2020 Jun 25, 2021	BUY	$187.77 - $230.69 $718,220 - $882,389	3,825 New	3,825 $879,000

Others Institutions Holding IJH

# of Institutions

2,466

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Wescott Financial Advisory Group, LLC Ishares Core S&P Mid Cap ETF Transaction History