Purchases and Sales Made in Q1 2024 in Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P MID-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13.6K+ 409.05% |
$772K - $3.86M
|
16.9K
$925K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13.5K+ 387.85% |
$771K - $3.86M
|
17K
$934K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
13.5K+ 383.27% |
$770K - $3.85M
|
17K
$935K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.5K+ 372.66% |
$768K - $3.84M
|
17.1K
$938K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.4K+ 464.05% |
$765K - $3.83M
|
16.3K
$895K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
13.4K+ 477.92% |
$762K - $3.81M
|
16.2K
$887K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
13.4K+ 326.94% |
$762K - $3.81M
|
17.5K
$958K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.4KNew |
$761K - $3.81M
|
13.4K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13.3K+ 315.04% |
$757K - $3.78M
|
17.5K
$960K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
13.2KNew |
$753K - $3.76M
|
13.2K
$725K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13.2K+ 373.89% |
$751K - $3.76M
|
16.7K
$917K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
13.2K+ 400.0% |
$750K - $3.75M
|
16.5K
$903K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
13.2K+ 407.81% |
$750K - $3.75M
|
16.4K
$899K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
13.2K+ 388.28% |
$750K - $3.75M
|
16.5K
$907K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.1K+ 761.41% |
$749K - $3.75M
|
14.9K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
13.1K+ 150.0% |
$748K - $3.74M
|
21.9K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
13.1K+ 403.32% |
$748K - $3.74M
|
16.4K
$899K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
13.1K+ 388.13% |
$746K - $3.73M
|
16.5K
$903K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
13.1K+ 375.06% |
$745K - $3.73M
|
16.6K
$909K
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
13K+ 565.71% |
$743K - $3.71M
|
15.3K
$841K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
13K+ 414.01% |
$743K - $3.71M
|
16.2K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13K+ 190.56% |
$740K - $3.7M
|
19.8K
$1.09M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
13K+ 388.62% |
$739K - $3.7M
|
16.3K
$895K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
13K+ 395.97% |
$739K - $3.7M
|
16.2K
$891K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13K+ 410.9% |
$739K - $3.69M
|
16.1K
$884K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13K+ 172.68% |
$739K - $3.69M
|
20.5K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13K+ 306.51% |
$738K - $3.69M
|
17.2K
$942K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
12.9K+ 475.19% |
$735K - $3.67M
|
15.6K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
12.9K+ 217.74% |
$732K - $3.66M
|
18.8K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.8K+ 409.63% |
$729K - $3.65M
|
15.9K
$874K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
12.6K+ 332.04% |
$716K - $3.58M
|
16.4K
$897K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 390.08% |
$715K - $3.58M
|
15.8K
$864K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.5K+ 485.24% |
$714K - $3.57M
|
15.1K
$829K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 405.57% |
$710K - $3.55M
|
15.5K
$852K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
12.4K+ 379.16% |
$709K - $3.55M
|
15.7K
$863K
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
12.4K+ 392.06% |
$704K - $3.52M
|
15.5K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
12.3KNew |
$703K - $3.52M
|
12.3K
$677K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3K+ 556.09% |
$703K - $3.51M
|
14.6K
$798K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
12.3K+ 377.27% |
$700K - $3.5M
|
15.5K
$852K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.2K+ 545.36% |
$696K - $3.48M
|
14.5K
$793K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12.2K+ 400.43% |
$693K - $3.47M
|
15.2K
$834K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.1K+ 413.42% |
$692K - $3.46M
|
15.1K
$827K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.1K+ 59.16% |
$691K - $3.46M
|
32.6K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12.1K+ 432.89% |
$690K - $3.45M
|
14.9K
$818K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
12.1K+ 400.0% |
$689K - $3.45M
|
15.1K
$829K
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
12.1K+ 400.0% |
$689K - $3.44M
|
15.1K
$829K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
12.1K+ 400.0% |
$688K - $3.44M
|
15.1K
$827K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12K+ 381.28% |
$685K - $3.42M
|
15.2K
$832K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
12KNew |
$684K - $3.42M
|
12K
$658K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12K+ 363.59% |
$681K - $3.41M
|
15.2K
$836K
|