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

Smart Wealth LLC

$281 Billion
Q4 2024

A detailed history of Smart Wealth LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Smart Wealth LLC holds 3,916 shares of IJH stock, worth $242,400. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,916

Holding current value

$242,400

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$61.68 - $67.87 $241,538 - $265,778	3,916 New	3,916 $244 Million

Others Institutions Holding IJH

# of Institutions

2,649

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

Northwestern Mutual Wealth Management CO

111M
Shares

$6.85 Billion
5.85% of portfolio
Bank Of America Corp Charlotte, NC

67.8M
Shares

$4.2 Billion
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

51.2M
Shares

$3.17 Billion
0.74% of portfolio
Lpl Financial LLC Fort Mill, SC

42.6M
Shares

$2.63 Billion
1.12% of portfolio
Jpmorgan Chase & CO New York, NY

39M
Shares

$2.41 Billion
0.2% of portfolio

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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