Milestone Advisory Partners Ishares Core S&P Mid Cap ETF Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Aug 04, 2020	SELL	$183.17 - $198.52 $4.36 Million - $4.72 Million	-23,798 Closed	0 $0
Q2 2019 Aug 04, 2020	BUY	$181.14 - $198.0 $75,716 - $82,764	418 Added 1.79%	23,798 $4.62 Million
Q1 2019 Aug 04, 2020	BUY	$162.83 - $193.4 $543,200 - $645,182	3,336 Added 16.64%	23,380 $4.43 Million
Q4 2018 Aug 04, 2020	SELL	$156.48 - $199.76 $2.92 Million - $3.73 Million	-18,663 Reduced 48.22%	20,044 $3.29 Million
Q3 2018 Aug 04, 2020	SELL	$194.86 - $204.98 $30,008 - $31,566	-154 Reduced 0.4%	38,707 $7.79 Million
Q2 2018 Aug 04, 2020	BUY	$183.17 - $200.64 $187,566 - $205,455	1,024 Added 2.71%	38,861 $7.57 Million
Q1 2018 Aug 04, 2020	SELL	$179.89 - $199.21 $88,685 - $98,210	-493 Reduced 1.29%	37,837 $7.1 Million
Q4 2017 Aug 04, 2020	BUY	$180.58 - $190.73 $6.92 Million - $7.31 Million	38,330	38,330 $7.27 Million

Others Institutions Holding IJH

# of Institutions

2,466

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$6.7 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.08 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$2.99 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.58 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.38 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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