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

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	$162.83 - $193.4 $94,929 - $112,752	-583 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$156.48 - $199.76 $91,227 - $116,460	583 New	583 $97,000

Others Institutions Holding IJH

# of Institutions

2,463

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$7.23 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.4 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$3.23 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.78 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.57 Billion
0.19% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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