First Western Trust Bank Ishares S&P Midcap 400 Growth Transaction History

First Western Trust Bank

$2.1 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	SELL	$76.81 - $91.25 $25,116 - $29,838	-327 Reduced 1.64%	19,577 $1.79 Million
Q4 2023 Feb 07, 2024	SELL	$67.78 - $80.04 $105,465 - $124,542	-1,556 Reduced 7.25%	19,904 $1.58 Million
Q3 2023 Nov 14, 2023	SELL	$71.48 - $77.94 $45,175 - $49,258	-632 Reduced 2.86%	21,460 $1.55 Million
Q2 2023 Aug 10, 2023	SELL	$69.13 - $75.0 $256,057 - $277,800	-3,704 Reduced 14.36%	22,092 $1.66 Million
Q1 2023 May 15, 2023	BUY	$67.77 - $74.78 $81,324 - $89,736	1,200 Added 4.88%	25,796 $1.84 Million
Q4 2022 Feb 10, 2023	SELL	$63.9 - $72.95 $13,419 - $15,319	-210 Reduced 0.85%	24,596 $1.68 Million
Q3 2022 Nov 08, 2022	SELL	$62.35 - $75.79 $3,553 - $4,320	-57 Reduced 0.23%	24,806 $1.56 Million
Q2 2022 Aug 12, 2022	SELL	$61.85 - $78.06 $27,214 - $34,346	-440 Reduced 1.74%	24,863 $1.6 Million
Q1 2022 May 13, 2022	BUY	$72.34 - $85.19 $1.83 Million - $2.16 Million	25,303 New	25,303 $1.99 Million

Others Institutions Holding IJK

# of Institutions

907

Shares Held

74M

Call Options Held

2.7K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

7.07M
Shares

$649 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$619 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

$308 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.95M
Shares

$271 Million
12.99% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

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