Iron Bridge Private Wealth, LLC Ishares Core S&P Mid Cap ETF Call Options Transaction History

Iron Bridge Private Wealth, LLC

$230 Million
Q1 2024

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q1 2024 May 15, 2024	BUY	$56.98 - $284.98 $142,450 - $712,450	2,500 New	2,500 $151,000

Others Institutions Holding IJH

# of Institutions

2,335

Shares Held

989M

Call Options Held

1.07M

Put Options Held

117K

Northwestern Mutual Wealth Management CO

97.3M
Shares

$5.67 Billion
6.08% of portfolio
Bank Of America Corp Charlotte, NC

64.7M
Shares

$3.77 Billion
0.37% of portfolio
Wells Fargo & Company San Francisco, CA

49M
Shares

$2.86 Billion
0.73% of portfolio
Lpl Financial LLC Fort Mill, SC

38.5M
Shares

$2.25 Billion
1.28% of portfolio
Jpmorgan Chase & CO New York, NY

38M
Shares

$2.22 Billion
0.21% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
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