Life Planning Partners, Inc Ishares Core S&P Mid Cap ETF Transaction History

Life Planning Partners, Inc

$108 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	BUY	$232.04 - $279.85 $10,673 - $12,873	46 New	46 $12,000

Others Institutions Holding IJH

# of Institutions

2,665

Shares Held

1.16B

Call Options Held

773K

Put Options Held

70.2K

Northwestern Mutual Wealth Management CO

111M
Shares

$6.3 Billion
5.85% of portfolio
Bank Of America Corp Charlotte, NC

67.8M
Shares

$3.86 Billion
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

51.2M
Shares

$2.92 Billion
0.74% of portfolio
Jpmorgan Chase & CO New York, NY

39M
Shares

$2.22 Billion
0.2% of portfolio
Morgan Stanley New York, NY

36M
Shares

$2.05 Billion
0.16% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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