W.G. Shaheen & Associates Dba Whitney & CO Ishares Core S&P Mid Cap ETF Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 07, 2019	SELL	$156.48 - $199.76 $74,640 - $95,285	-477 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$194.86 - $204.98 $36,438 - $38,331	187 Added 64.48%	477 $91,000
Q2 2018 Aug 14, 2018	BUY	$183.17 - $200.64 $53,119 - $58,185	290 New	290 $56,000

Others Institutions Holding IJH

# of Institutions

2,462

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$7.14 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.34 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$3.18 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.75 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.54 Billion
0.19% of portfolio

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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