Regimen Wealth, LLC Ishares Core S&P Mid Cap ETF Transaction History

Regimen Wealth, LLC

$309 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$246.15 - $272.4 $337,225 - $373,187	1,370 New	1,370 $342 Million
Q4 2022 Feb 06, 2023	BUY	$44.74 - $257.0 $43,979 - $252,631	983 New	983 $238 Million

Others Institutions Holding IJH

# of Institutions

2,470

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$6.62 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.03 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$2.96 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.55 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.36 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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