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 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 360.2% |
$631K - $3.16M
|
14.2K
$859K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11.1K+ 393.99% |
$631K - $3.16M
|
13.9K
$843K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
11.1K+ 430.06% |
$631K - $3.16M
|
13.6K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11K+ 598.92% |
$629K - $3.15M
|
12.9K
$782K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11K+ 442.8% |
$629K - $3.15M
|
13.5K
$822K
|
|
|
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
$747K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
11K+ 470.53% |
$627K - $3.14M
|
13.3K
$810K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
11K+ 364.81% |
$626K - $3.13M
|
14K
$850K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11K+ 387.31% |
$624K - $3.12M
|
13.8K
$837K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 485.44% |
$623K - $3.12M
|
13.2K
$801K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
10.9K+ 364.96% |
$623K - $3.11M
|
13.9K
$845K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.9K+ 449.32% |
$622K - $3.11M
|
13.3K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
10.9K+ 317.06% |
$621K - $3.1M
|
14.3K
$870K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
10.9K+ 401.11% |
$619K - $3.1M
|
13.6K
$824K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 73.96% |
$619K - $3.09M
|
25.5K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 400.48% |
$617K - $3.09M
|
13.5K
$822K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.8K+ 267.39% |
$616K - $3.08M
|
14.9K
$902K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10.8K+ 401.26% |
$616K - $3.08M
|
13.5K
$820K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10.8K+ 420.74% |
$615K - $3.08M
|
13.4K
$811K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.8K+ 407.19% |
$613K - $3.06M
|
13.4K
$813K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10.7K+ 396.19% |
$610K - $3.05M
|
13.4K
$814K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
10.7K+ 400.0% |
$608K - $3.04M
|
13.3K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.6K+ 390.46% |
$606K - $3.03M
|
13.4K
$811K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.6K+ 410.17% |
$605K - $3.02M
|
13.2K
$801K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6K+ 394.33% |
$602K - $3.01M
|
13.3K
$805K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10.6K+ 1411.21% |
$602K - $3.01M
|
11.3K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
10.6K+ 400.0% |
$602K - $3.01M
|
13.2K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
10.6K+ 394.4% |
$602K - $3.01M
|
13.2K
$803K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.5K+ 399.24% |
$601K - $3.01M
|
13.2K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.5K+ 400.08% |
$599K - $3M
|
13.1K
$798K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
10.5K+ 412.01% |
$598K - $2.99M
|
13K
$792K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 634.18% |
$594K - $2.97M
|
12.1K
$733K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.4KNew |
$592K - $2.96M
|
10.4K
$631K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10.4K+ 400.0% |
$590K - $2.95M
|
12.9K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.3K+ 396.88% |
$587K - $2.93M
|
12.9K
$782K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
10.3KNew |
$585K - $2.93M
|
10.3K
$624K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.3K+ 406.7% |
$585K - $2.93M
|
12.8K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
10.3K+ 401.13% |
$584K - $2.92M
|
12.8K
$778K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10.3K+ 491.89% |
$584K - $2.92M
|
12.3K
$749K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10.2K+ 394.52% |
$582K - $2.91M
|
12.8K
$778K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10.2K+ 430.65% |
$582K - $2.91M
|
12.6K
$764K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
10.2K+ 419.42% |
$578K - $2.89M
|
12.6K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.1KNew |
$578K - $2.89M
|
10.1K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.1K+ 407.69% |
$574K - $2.87M
|
12.5K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10K+ 448.19% |
$571K - $2.86M
|
12.3K
$744K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
10K+ 400.24% |
$571K - $2.86M
|
12.5K
$760K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10KNew |
$571K - $2.85M
|
10K
$608K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
9.99K+ 401.24% |
$569K - $2.85M
|
12.5K
$758K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
9.99K+ 399.96% |
$569K - $2.85M
|
12.5K
$758K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.99K+ 365.5% |
$569K - $2.85M
|
12.7K
$772K
|