Cornerstone Advisory, LLC Ishares S&P Midcap 400 Growth Transaction History

Cornerstone Advisory, LLC

$680 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 10, 2018	SELL	N/A	-5,500 Closed	0 $0
Q3 2017 Nov 14, 2017	SELL	N/A	-500 Reduced 8.33%	5,500 $1.11 Million
Q2 2017 Aug 08, 2017	BUY	N/A	6,000	6,000 $1.18 Million

Others Institutions Holding IJK

# of Institutions

906

Shares Held

74M

Call Options Held

2.7K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

7.07M
Shares

$646 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$616 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$314 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$307 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.95M
Shares

$270 Million
12.99% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

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