iShares S&P MidCap 400 Index shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 9.9k | 277.15 |
| 2023-09-30 | $2.6M | 10k | 249.35 |
| 2023-06-30 | $2.9M | 11k | 261.48 |
| 2023-03-31 | $8.5M | 23k | 376.17 |
| 2022-12-31 | $5.5M | 23k | 241.86 |
| 2022-09-30 | $2.1M | 9.5k | 219.25 |
| 2022-06-30 | $2.1M | 9.3k | 226.19 |
| 2022-03-31 | $3.1M | 11k | 268.39 |
| 2021-12-31 | $4.4M | 15k | 283.07 |
| 2021-09-30 | $4.0M | 15k | 263.05 |
| 2021-06-30 | $4.1M | 15k | 268.70 |
| 2021-03-31 | $4.2M | 16k | 260.26 |
| 2020-12-31 | $3.7M | 16k | 229.83 |
| 2020-09-30 | $3.1M | 17k | 185.30 |
| 2020-06-30 | $5.7M | 32k | 177.84 |
| 2020-03-31 | $7.3M | 51k | 143.85 |
| 2019-12-31 | $12M | 59k | 205.82 |
| 2019-09-30 | $11M | 58k | 193.24 |
| 2019-06-30 | $1.9M | 13k | 149.41 |
| 2019-03-31 | $13M | 69k | 189.42 |
| 2018-12-31 | $11M | 69k | 166.07 |
| 2018-09-30 | $11M | 55k | 201.30 |
| 2018-06-30 | $10M | 54k | 194.81 |
| 2018-03-31 | $9.4M | 50k | 187.75 |
| 2017-12-31 | $7.8M | 41k | 189.81 |
| 2017-09-30 | $7.0M | 39k | 178.90 |
| 2017-06-30 | $6.7M | 38k | 173.97 |
| 2017-03-31 | $6.2M | 36k | 171.24 |
| 2016-12-31 | $4.6M | 28k | 165.37 |
| 2016-09-30 | $2.3M | 15k | 154.71 |
| 2016-06-30 | $1.9M | 13k | 149.41 |
| 2016-03-31 | $1.8M | 13k | 138.79 |
| 2015-12-31 | $314k | 2.3k | 139.37 |
| 2015-09-30 | $301k | 2.2k | 136.57 |
| 2015-06-30 | $300k | 2.0k | 149.78 |
| 2015-03-31 | $251k | 1.6k | 152.21 |