Heritage Investment Group, Inc. Ishares Core S&P Mid Cap ETF Transaction History

Heritage Investment Group, Inc.

$522 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	BUY	$56.98 - $284.98 $190,313 - $951,833	3,340 New	3,340 $202,000

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

$6.67 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.06 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$2.98 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.57 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.37 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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