Zimmermann Investment Management & Planning LLC Ishares Core S&P Mid Cap ETF Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	BUY	$219.07 - $270.08 $173,722 - $214,173	793 Added 30.62%	3,383 $765,000
Q1 2022 Apr 18, 2022	BUY	$251.21 - $285.37 $650,633 - $739,108	2,590 New	2,590 $695,000

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

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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