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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.9K+ 494.99% |
$675K - $3.38M
|
14.3K
$829K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
11.8K+ 384.72% |
$674K - $3.37M
|
14.9K
$868K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 374.18% |
$674K - $3.37M
|
15K
$872K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 57.83% |
$673K - $3.37M
|
32.2K
$1.88M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 653.8% |
$672K - $3.36M
|
13.6K
$792K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.8KNew |
$672K - $3.36M
|
11.8K
$687K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8K+ 418.04% |
$672K - $3.36M
|
14.6K
$851K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
11.8K+ 413.13% |
$672K - $3.36M
|
14.7K
$853K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
11.8KNew |
$672K - $3.36M
|
11.8K
$687K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
11.8K+ 628.9% |
$671K - $3.36M
|
13.6K
$794K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 396.5% |
$671K - $3.35M
|
14.7K
$858K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
11.8K+ 455.87% |
$670K - $3.35M
|
14.3K
$834K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11.7K+ 399.63% |
$669K - $3.34M
|
14.7K
$854K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11.7K+ 396.99% |
$668K - $3.34M
|
14.7K
$854K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11.7K+ 400.0% |
$667K - $3.34M
|
14.6K
$852K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 279.14% |
$664K - $3.32M
|
15.8K
$921K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11.6K+ 387.02% |
$663K - $3.31M
|
14.6K
$852K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
11.6K+ 406.52% |
$661K - $3.31M
|
14.5K
$841K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
11.6K+ 400.0% |
$661K - $3.3M
|
14.5K
$844K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11.6K+ 400.0% |
$661K - $3.3M
|
14.5K
$844K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.6K+ 400.0% |
$660K - $3.3M
|
14.5K
$843K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11.6K+ 395.42% |
$660K - $3.3M
|
14.5K
$844K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
11.5K+ 387.8% |
$658K - $3.29M
|
14.5K
$845K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11.5K+ 406.09% |
$657K - $3.29M
|
14.4K
$837K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.5KNew |
$656K - $3.28M
|
11.5K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11.5K+ 433.15% |
$655K - $3.28M
|
14.2K
$824K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4K+ 396.87% |
$651K - $3.26M
|
14.3K
$833K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
11.4K+ 400.0% |
$650K - $3.25M
|
14.3K
$830K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11.4K+ 388.88% |
$648K - $3.24M
|
14.3K
$832K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.4K+ 211.85% |
$648K - $3.24M
|
16.7K
$974K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
11.4K+ 391.42% |
$647K - $3.24M
|
14.3K
$830K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 663.31% |
$646K - $3.23M
|
13K
$759K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.3K+ 1470.96% |
$644K - $3.22M
|
12.1K
$702K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
11.3K+ 400.0% |
$643K - $3.22M
|
14.1K
$821K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.3K+ 409.15% |
$642K - $3.21M
|
14K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.2K+ 472.78% |
$638K - $3.19M
|
13.6K
$790K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.2K+ 300.43% |
$636K - $3.18M
|
14.9K
$866K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.2K+ 467.42% |
$636K - $3.18M
|
13.6K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
11.1K+ 455.92% |
$634K - $3.17M
|
13.6K
$789K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.1K+ 403.2% |
$632K - $3.16M
|
13.9K
$806K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
11.1K+ 384.18% |
$632K - $3.16M
|
14K
$814K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 360.2% |
$631K - $3.16M
|
14.2K
$824K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11.1K+ 393.99% |
$631K - $3.16M
|
13.9K
$808K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.1K+ 430.06% |
$631K - $3.16M
|
13.6K
$795K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11K+ 598.92% |
$629K - $3.15M
|
12.9K
$750K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11K+ 442.8% |
$629K - $3.15M
|
13.5K
$788K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11K+ 844.82% |
$627K - $3.14M
|
12.3K
$717K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
11K+ 470.53% |
$627K - $3.14M
|
13.3K
$776K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
11K+ 364.81% |
$626K - $3.13M
|
14K
$815K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11K+ 387.31% |
$624K - $3.12M
|
13.8K
$802K
|