Beacon Capital Management, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Beacon Capital Management, Inc.

$2.32 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 05, 2024	BUY	$56.43 - $60.79 $74,431 - $80,182	1,319 Added 2.32%	58,195 $3.41 Million
Q1 2024 Apr 11, 2024	BUY	$56.98 - $284.98 $2.61 Million - $13 Million	45,720 Added 409.82%	56,876 $3.45 Million
Q4 2023 Jan 17, 2024	BUY	$232.04 - $279.85 $2.59 Million - $3.12 Million	11,156 New	11,156 $3.09 Million
Q2 2022 Jul 20, 2022	BUY	$219.07 - $270.08 $1,095 - $1,350	5 New	5 $1,000
Q4 2021 Jan 04, 2022	SELL	$265.81 - $290.54 $13,024 - $14,236	-49 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$256.44 - $277.04 $12,565 - $13,574	49 New	49 $13,000
Q2 2019 Jul 18, 2019	SELL	$181.14 - $198.0 $3,441 - $3,762	-19 Closed	0 $0
Q1 2019 Apr 08, 2019	BUY	$162.83 - $193.4 $3,093 - $3,674	19 New	19 $4,000
Q4 2017 Jan 11, 2018	SELL	$180.58 - $190.73 $13,362 - $14,114	-74 Closed	0 $0
Q3 2017 Oct 30, 2017	BUY	$176.74 - $178.9 $13,078 - $13,238	74	74 $13,000

Others Institutions Holding IJH

# of Institutions

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$6.74 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.1 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$3.01 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.59 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.4 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

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