Gr Financial Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Gr Financial Group, LLC

$571 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$56.98 - $284.98 $220,170 - $1.1 Million	3,864 Added 225.83%	5,575 $339 Million
Q4 2023 Feb 14, 2024	BUY	$232.04 - $279.85 $397,020 - $478,823	1,711 New	1,711 $474 Million
Q3 2023 Mar 11, 2024	BUY	$246.15 - $272.4 $37.4 Million - $41.4 Million	151,980 Added 8882.52%	153,691 $38.3 Billion
Q2 2023 Mar 11, 2024	BUY	$240.22 - $261.48 $20.2 Million - $21.9 Million	83,916 Added 125.05%	151,021 $39.5 Billion
Q1 2023 Mar 11, 2024	SELL	$237.25 - $271.72 $34 Million - $38.9 Million	-143,184 Reduced 68.09%	67,105 $16.8 Billion
Q4 2022 Mar 11, 2024	BUY	$44.74 - $257.0 $9.33 Million - $53.6 Million	208,578 Added 12190.41%	210,289 $50.9 Billion

Others Institutions Holding IJH

# of Institutions

2,468

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$6.73 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 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

$2.39 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

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