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

Cabot Wellington, LLC

$266 Billion
Q3 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

2,466

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$6.7 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.08 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$2.99 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.58 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.38 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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