West Oak Capital, LLC Ishares Core S&P Mid Cap ETF Transaction History

West Oak Capital, LLC

$2.83 Billion
Q4 2024

A detailed history of West Oak Capital, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, West Oak Capital, LLC holds 1,150 shares of IJH stock, worth $73,761. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,150

Previous 6,166 81.35%

Holding current value

$73,761

Previous $717,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$61.68 - $67.87 $309,386 - $340,435	-5,016 Reduced 81.35%	1,150 $717,000
Q4 2024 Jan 10, 2025	BUY	$61.68 - $67.87 $309,386 - $340,435	5,016 Added 436.17%	6,166 $717,000
Q1 2024 Apr 18, 2024	BUY	$56.98 - $284.98 $52,421 - $262,181	920 Added 400.0%	1,150 $70,000
Q3 2022 Oct 28, 2022	SELL	$43.85 - $263.28 $1,096 - $6,581	-25 Reduced 9.8%	230 $50,000
Q1 2022 Apr 20, 2022	SELL	$251.21 - $285.37 $6,782 - $7,704	-27 Reduced 9.57%	255 $68,000
Q4 2021 Jan 12, 2022	SELL	$265.81 - $290.54 $7,974 - $8,716	-30 Reduced 9.62%	282 $80,000
Q2 2021 Jul 20, 2021	SELL	$260.21 - $276.38 $5,204 - $5,527	-20 Reduced 6.02%	312 $84,000
Q2 2020 Jul 06, 2020	BUY	$133.18 - $194.42 $17,579 - $25,663	132 Added 66.0%	332 $59,000
Q1 2018 Apr 05, 2018	BUY	$179.89 - $199.21 $35,978 - $39,842	200 New	200 $37.5 Million
Q4 2017 Jan 05, 2018	SELL	$180.58 - $190.73 $36,116 - $38,146	-200 Closed	0 $0
Q3 2017 Oct 10, 2017	BUY	$176.74 - $178.9 $35,348 - $35,780	200	200 $35.8 Million

Others Institutions Holding IJH

# of Institutions

2,639

Shares Held

1.14B

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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West Oak Capital, LLC Ishares Core S&P Mid Cap ETF Transaction History