Strategic Wealth Partners, Ltd. Ishares Core S&P Mid Cap ETF Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 30, 2020	SELL	$185.78 - $206.16 $94,004 - $104,316	-506 Closed	0 $0
Q3 2019 Oct 28, 2019	SELL	$183.17 - $198.52 $23,812 - $25,807	-130 Reduced 20.44%	506 $43.5 Million
Q2 2019 Aug 06, 2019	SELL	$181.14 - $198.0 $120,276 - $131,472	-664 Reduced 51.08%	636 $123,000
Q1 2019 May 14, 2019	BUY	$162.83 - $193.4 $61,224 - $72,718	376 Added 40.69%	1,300 $248,000
Q4 2018 Jan 24, 2019	BUY	$156.48 - $199.76 $14,239 - $18,178	91 Added 10.92%	924 $153,000
Q3 2018 Dec 06, 2018	SELL	$194.86 - $204.98 $12,081 - $12,708	-62 Reduced 6.93%	833 $168,000
Q2 2018 Sep 04, 2018	BUY	$183.17 - $200.64 $154,229 - $168,938	842 Added 1588.68%	895 $174,000
Q1 2018 Jul 13, 2018	BUY	$179.89 - $199.21 $9,534 - $10,558	53 New	53 $10,000

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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