Edge Wealth Management LLC Ishares Core S&P Mid Cap ETF Transaction History

Edge Wealth Management LLC

$475 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$121.75 - $210.58 $4,870 - $8,423	-40 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	$176.74 - $178.9 $7,069 - $7,156	40	40 $7,000

Others Institutions Holding IJH

# of Institutions

2,361

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

Northwestern Mutual Wealth Management CO

100M
Shares

$6.26 Billion
5.81% of portfolio
Bank Of America Corp Charlotte, NC

64.1M
Shares

$3.99 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

48.7M
Shares

$3.03 Billion
0.7% of portfolio
Lpl Financial LLC Fort Mill, SC

40.1M
Shares

$2.49 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

39.5M
Shares

$2.46 Billion
0.2% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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