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 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
12.1K+ 400.0% |
$688K - $3.44M
|
15.1K
$916K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12K+ 381.28% |
$685K - $3.42M
|
15.2K
$921K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
12KNew |
$684K - $3.42M
|
12K
$729K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12K+ 363.59% |
$681K - $3.41M
|
15.2K
$925K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
11.9K+ 382.64% |
$678K - $3.39M
|
15K
$912K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.9K+ 409.64% |
$678K - $3.39M
|
14.8K
$899K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.9K+ 394.69% |
$678K - $3.39M
|
14.9K
$905K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
11.9K+ 381.89% |
$676K - $3.38M
|
15K
$909K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.9K+ 494.99% |
$675K - $3.38M
|
14.3K
$865K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
11.8K+ 384.72% |
$674K - $3.37M
|
14.9K
$905K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 374.18% |
$674K - $3.37M
|
15K
$910K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 57.83% |
$673K - $3.37M
|
32.2K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 653.8% |
$672K - $3.36M
|
13.6K
$826K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.8KNew |
$672K - $3.36M
|
11.8K
$716K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8K+ 418.04% |
$672K - $3.36M
|
14.6K
$888K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
11.8K+ 413.13% |
$672K - $3.36M
|
14.7K
$889K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
11.8KNew |
$672K - $3.36M
|
11.8K
$716K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
11.8K+ 628.9% |
$671K - $3.36M
|
13.6K
$828K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 396.5% |
$671K - $3.35M
|
14.7K
$895K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
11.8K+ 455.87% |
$670K - $3.35M
|
14.3K
$870K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
11.7K+ 399.63% |
$669K - $3.34M
|
14.7K
$891K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
11.7K+ 396.99% |
$668K - $3.34M
|
14.7K
$891K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11.7K+ 400.0% |
$667K - $3.34M
|
14.6K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 279.14% |
$664K - $3.32M
|
15.8K
$961K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11.6K+ 387.02% |
$663K - $3.31M
|
14.6K
$888K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
11.6K+ 406.52% |
$661K - $3.31M
|
14.5K
$877K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
11.6K+ 400.0% |
$661K - $3.3M
|
14.5K
$880K
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
11.6K+ 400.0% |
$661K - $3.3M
|
14.5K
$880K
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
11.6K+ 400.0% |
$660K - $3.3M
|
14.5K
$879K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11.6K+ 395.42% |
$660K - $3.3M
|
14.5K
$881K
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
11.5K+ 387.8% |
$658K - $3.29M
|
14.5K
$881K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11.5K+ 406.09% |
$657K - $3.29M
|
14.4K
$873K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.5KNew |
$656K - $3.28M
|
11.5K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11.5K+ 433.15% |
$655K - $3.28M
|
14.2K
$859K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.4K+ 396.87% |
$651K - $3.26M
|
14.3K
$868K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
11.4K+ 400.0% |
$650K - $3.25M
|
14.3K
$866K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11.4K+ 388.88% |
$648K - $3.24M
|
14.3K
$868K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.4K+ 211.85% |
$648K - $3.24M
|
16.7K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
11.4K+ 391.42% |
$647K - $3.24M
|
14.3K
$865K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 663.31% |
$646K - $3.23M
|
13K
$792K
|
|
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.3K+ 22.82% |
$645K - $3.23M
|
61K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.3K+ 1470.96% |
$644K - $3.22M
|
12.1K
$732K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
11.3K+ 400.0% |
$643K - $3.22M
|
14.1K
$856K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
11.3K+ 409.15% |
$642K - $3.21M
|
14K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
11.2K+ 472.78% |
$638K - $3.19M
|
13.6K
$824K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.2K+ 300.43% |
$636K - $3.18M
|
14.9K
$903K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
11.2K+ 467.42% |
$636K - $3.18M
|
13.6K
$823K
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
11.1K+ 455.92% |
$634K - $3.17M
|
13.6K
$823K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.1K+ 403.2% |
$632K - $3.16M
|
13.9K
$841K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
11.1K+ 384.18% |
$632K - $3.16M
|
14K
$849K
|