Cabot Wellington, LLC Ishares Core S&P Mid Cap ETF Transaction History

Cabot Wellington, LLC

$255 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Mar 21, 2023	SELL	$265.81 - $290.54 $100,210 - $109,533	-377 Closed	0 $0
Q4 2020 Dec 30, 2021	BUY	$187.77 - $230.69 $70,789 - $86,970	377 New	377 $87,000

Others Institutions Holding IJH

# of Institutions

2,360

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

Northwestern Mutual Wealth Management CO

100M
Shares

$6.3 Billion
5.81% of portfolio
Bank Of America Corp Charlotte, NC

64.1M
Shares

$4.02 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

48.7M
Shares

$3.05 Billion
0.7% of portfolio
Lpl Financial LLC Fort Mill, SC

40.1M
Shares

$2.51 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

39.5M
Shares

$2.47 Billion
0.2% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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