Wealth Advisors Of Iowa, LLC Ishares Core S&P Mid Cap ETF Transaction History

Wealth Advisors Of Iowa, LLC

$196 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$251.21 - $285.37 $2.14 Million - $2.43 Million	-8,529 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$265.81 - $290.54 $179,155 - $195,823	-674 Reduced 7.32%	8,529 $2.42 Million
Q3 2021 Nov 09, 2021	SELL	$256.44 - $277.04 $4.97 Million - $5.37 Million	-19,383 Reduced 67.81%	9,203 $2.42 Million
Q2 2021 Jul 26, 2021	SELL	$260.21 - $276.38 $63.4 Million - $67.4 Million	-243,694 Reduced 89.5%	28,586 $7.68 Million
Q1 2021 Apr 29, 2021	BUY	$226.3 - $267.93 $57.1 Million - $67.6 Million	252,168 Added 1253.82%	272,280 $7.1 Million
Q4 2020 Feb 12, 2021	BUY	$187.77 - $230.69 $2.69 Million - $3.31 Million	14,339 Added 248.38%	20,112 $4.62 Million
Q3 2020 Oct 28, 2020	SELL	$174.43 - $196.49 $5.44 Million - $6.12 Million	-31,159 Reduced 84.37%	5,773 $289,000
Q2 2020 Aug 07, 2020	BUY	$133.18 - $194.42 $4.92 Million - $7.18 Million	36,932 New	36,932 $6.57 Million

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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