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 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9.98K+ 397.61% |
$569K - $2.84M
|
12.5K
$758K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
9.88K+ 400.0% |
$563K - $2.82M
|
12.4K
$750K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
9.87K+ 375.78% |
$562K - $2.81M
|
12.5K
$759K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9.85K+ 416.93% |
$561K - $2.81M
|
12.2K
$742K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.84K+ 402.49% |
$561K - $2.8M
|
12.3K
$746K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.83K+ 726.85% |
$560K - $2.8M
|
11.2K
$679K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.83K+ 365.28% |
$560K - $2.8M
|
12.5K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.82K+ 459.69% |
$559K - $2.8M
|
12K
$726K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9.81K+ 734.13% |
$559K - $2.8M
|
11.1K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
9.79K+ 402.18% |
$558K - $2.79M
|
12.2K
$742K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
9.77K+ 386.17% |
$557K - $2.78M
|
12.3K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.68K+ 508.46% |
$551K - $2.76M
|
11.6K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.66K+ 402.63% |
$550K - $2.75M
|
12.1K
$732K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.65K+ 366.63% |
$550K - $2.75M
|
12.3K
$745K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.61K+ 401.38% |
$548K - $2.74M
|
12K
$729K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.61K+ 401.38% |
$548K - $2.74M
|
12K
$729K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
9.6K+ 389.85% |
$547K - $2.74M
|
12.1K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.59K+ 277.17% |
$546K - $2.73M
|
13.1K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
9.57K+ 395.86% |
$545K - $2.73M
|
12K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
9.56K+ 366.45% |
$545K - $2.72M
|
12.2K
$739K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
9.53K+ 396.38% |
$543K - $2.72M
|
11.9K
$724K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.52K+ 374.96% |
$543K - $2.71M
|
12.1K
$732K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9.5K+ 627.83% |
$541K - $2.71M
|
11K
$669K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.5K+ 443.58% |
$541K - $2.71M
|
11.6K
$707K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.41K+ 399.91% |
$536K - $2.68M
|
11.8K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.4K+ 398.69% |
$536K - $2.68M
|
11.8K
$714K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
9.36K+ 446.49% |
$534K - $2.67M
|
11.5K
$696K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.36K+ 399.02% |
$533K - $2.67M
|
11.7K
$711K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
9.36K+ 400.0% |
$533K - $2.67M
|
11.7K
$710K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.33K+ 396.18% |
$532K - $2.66M
|
11.7K
$710K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
9.33K+ 340.03% |
$531K - $2.66M
|
12.1K
$733K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
9.29K+ 403.39% |
$529K - $2.65M
|
11.6K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
9.29K+ 418.19% |
$529K - $2.65M
|
11.5K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
9.28K+ 428.88% |
$529K - $2.64M
|
11.4K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
9.27K+ 400.09% |
$528K - $2.64M
|
11.6K
$704K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
9.26K+ 400.0% |
$528K - $2.64M
|
11.6K
$703K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.26K+ 312.91% |
$528K - $2.64M
|
12.2K
$742K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9.26K+ 392.37% |
$527K - $2.64M
|
11.6K
$705K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
9.25KNew |
$527K - $2.64M
|
9.25K
$562K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.25K+ 406.42% |
$527K - $2.63M
|
11.5K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9.25K+ 376.12% |
$527K - $2.63M
|
11.7K
$710K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.24K+ 469.61% |
$527K - $2.63M
|
11.2K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.24K+ 398.96% |
$526K - $2.63M
|
11.6K
$701K
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.23K+ 453.81% |
$526K - $2.63M
|
11.3K
$684K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.1K+ 445.74% |
$519K - $2.59M
|
11.1K
$677K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
9.06K+ 402.22% |
$516K - $2.58M
|
11.3K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.02KNew |
$514K - $2.57M
|
9.02K
$547K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.01K+ 431.29% |
$514K - $2.57M
|
11.1K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9K+ 387.26% |
$513K - $2.56M
|
11.3K
$687K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.99K+ 389.1% |
$512K - $2.56M
|
11.3K
$686K
|