Aletheian Wealth Advisors LLC Ishares Core S&P Mid Cap ETF Transaction History

Aletheian Wealth Advisors LLC

$163 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $194,415 - $972,351	3,412 Added 400.0%	4,265 $259,000
Q4 2023 Jan 05, 2024	SELL	$232.04 - $279.85 $1,160 - $1,399	-5 Reduced 0.58%	853 $236,000
Q3 2023 Oct 04, 2023	SELL	$246.15 - $272.4 $2,461 - $2,724	-10 Reduced 1.15%	858 $213,000
Q1 2023 May 11, 2023	SELL	$237.25 - $271.72 $1,186 - $1,358	-5 Reduced 0.57%	868 $217,000
Q4 2022 Jan 17, 2023	BUY	$44.74 - $257.0 $39,058 - $224,361	873 New	873 $0
Q2 2022 Jul 11, 2022	SELL	$219.07 - $270.08 $246,891 - $304,380	-1,127 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$251.21 - $285.37 $338,882 - $384,964	-1,349 Reduced 54.48%	1,127 $302,000
Q4 2021 Apr 12, 2022	BUY	$265.81 - $290.54 $658,145 - $719,377	2,476 New	2,476 $701,000

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

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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