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

2,463

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$7.23 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.4 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$3.23 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.78 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.57 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Advisory Partners, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Advisory Partners with notifications on news.