Cpwm, LLC Ishares S&P Midcap 400 Growth Transaction History

Cpwm, LLC

$1.06 Billion
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$77.71 - $83.6 $205,620 - $221,205	-2,646 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$77.05 - $83.36 $77 - $83	1 Added 0.04%	2,646 $214,000
Q1 2021 May 14, 2021	BUY	$71.22 - $80.18 $188,376 - $212,076	2,645 New	2,645 $207,000

Others Institutions Holding IJK

# of Institutions

905

Shares Held

74M

Call Options Held

2.7K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

7.07M
Shares

$650 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$620 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$316 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$309 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.95M
Shares

$272 Million
12.99% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

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