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

Lifeworks Advisors, LLC

$496 Million
Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 14,605 shares of IJH stock, worth $955,167. This represents 0.18% of its overall portfolio holdings.

Number of Shares

14,605

Holding current value

$955,167

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$57.32 - $62.65 $837,158 - $915,003	14,605 New	14,605 $910,000

Others Institutions Holding IJH

# of Institutions

2,493

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

Northwestern Mutual Wealth Management CO

107M
Shares

$7 Billion
5.95% of portfolio
Bank Of America Corp Charlotte, NC

65.1M
Shares

$4.26 Billion
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

47.7M
Shares

$3.12 Billion
0.69% of portfolio
Lpl Financial LLC Fort Mill, SC

41.2M
Shares

$2.69 Billion
1.18% of portfolio
Jpmorgan Chase & CO New York, NY

38.1M
Shares

$2.49 Billion
0.19% of portfolio

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About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

More about IJH

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