Family Legacy, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Family Legacy, Inc.

$298 Million
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$219.07 - $270.08 $826,332 - $1.02 Million	-3,772 Closed	0 $0
Q1 2022 Apr 14, 2022	SELL	$251.21 - $285.37 $66,570 - $75,623	-265 Reduced 6.56%	3,772 $1.01 Million
Q4 2021 Jan 18, 2022	BUY	$265.81 - $290.54 $26,846 - $29,344	101 Added 2.57%	4,037 $1.13 Million
Q3 2021 Oct 12, 2021	BUY	$256.44 - $277.04 $513,905 - $555,188	2,004 Added 103.73%	3,936 $1.06 Million
Q2 2021 Jul 28, 2021	BUY	$260.21 - $276.38 $22,117 - $23,492	85 Added 4.6%	1,932 $511,000
Q1 2021 Apr 09, 2021	SELL	$226.3 - $267.93 $17,425 - $20,630	-77 Reduced 4.0%	1,847 $481,000
Q4 2020 Feb 08, 2021	BUY	$187.77 - $230.69 $563 - $692	3 Added 0.16%	1,924 $442,000
Q3 2020 Oct 09, 2020	BUY	$174.43 - $196.49 $872 - $982	5 Added 0.26%	1,921 $356,000
Q2 2020 Jul 20, 2020	BUY	$133.18 - $194.42 $6,525 - $9,526	49 Added 2.62%	1,916 $341,000
Q1 2020 May 12, 2020	BUY	$121.75 - $210.58 $16,679 - $28,849	137 Added 7.92%	1,867 $269,000
Q4 2019 Jan 14, 2020	BUY	$185.78 - $206.16 $7,245 - $8,040	39 Added 2.31%	1,730 $354,000
Q3 2019 Nov 12, 2019	BUY	$183.17 - $198.52 $16,851 - $18,263	92 Added 5.75%	1,691 $337,000
Q2 2019 Jul 25, 2019	BUY	$181.14 - $198.0 $11,411 - $12,474	63 Added 4.1%	1,599 $311,000
Q1 2019 May 06, 2019	BUY	$162.83 - $193.4 $16,283 - $19,340	100 Added 6.96%	1,536 $299,000
Q4 2018 Feb 14, 2019	BUY	$156.48 - $199.76 $1,251 - $1,598	8 Added 0.56%	1,436 $238,000
Q3 2018 Nov 14, 2018	SELL	$194.86 - $204.98 $584 - $614	-3 Reduced 0.21%	1,428 $287,000
Q2 2018 Aug 14, 2018	BUY	$183.17 - $200.64 $4,396 - $4,815	24 Added 1.71%	1,431 $279,000
Q1 2018 May 15, 2018	BUY	$179.89 - $199.21 $3,597 - $3,984	20 Added 1.44%	1,407 $264,000
Q4 2017 Feb 01, 2018	BUY	$180.58 - $190.73 $250,464 - $264,542	1,387	1,387 $263,000

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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