Advanced Research Investment Solutions, LLC Ishares Core S&P Mid Cap ETF Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$232.04 - $279.85 $155,002 - $186,939	-668 Reduced 31.63%	1,444 $400,000
Q3 2023 Nov 09, 2023	SELL	$246.15 - $272.4 $73,598 - $81,447	-299 Reduced 12.4%	2,112 $526,000
Q2 2023 Aug 03, 2023	BUY	$240.22 - $261.48 $579,170 - $630,428	2,411 New	2,411 $630,000
Q2 2022 Aug 03, 2022	SELL	$219.07 - $270.08 $10,953 - $13,504	-50 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$265.81 - $290.54 $13,290 - $14,527	50 New	50 $14,000

Others Institutions Holding IJH

# of Institutions

2,463

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$7.23 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.4 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$3.23 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.78 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.57 Billion
0.19% of portfolio

View Full List

About ISHARES CORE S&P MID-CAP ETF

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