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 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7.16K+ 396.4% |
$408K - $2.04M
|
8.96K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
7.14K+ 400.0% |
$407K - $2.04M
|
8.93K
$542K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.13K+ 400.0% |
$406K - $2.03M
|
8.91K
$541K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7.1K+ 391.24% |
$405K - $2.02M
|
8.92K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7.06K+ 400.0% |
$402K - $2.01M
|
8.82K
$535K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.04K+ 400.0% |
$401K - $2.01M
|
8.81K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
7.04K+ 376.52% |
$401K - $2.01M
|
8.91K
$541K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
7.03K+ 360.3% |
$401K - $2M
|
8.99K
$545K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
6.91K+ 399.88% |
$394K - $1.97M
|
8.64K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6.91K+ 323.62% |
$394K - $1.97M
|
9.04K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.9K+ 400.0% |
$393K - $1.97M
|
8.62K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.87K+ 199.1% |
$391K - $1.96M
|
10.3K
$626K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.84K+ 400.0% |
$390K - $1.95M
|
8.55K
$519K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
6.82K+ 400.0% |
$389K - $1.94M
|
8.53K
$518K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.81K+ 913.4% |
$388K - $1.94M
|
7.56K
$459K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.81K+ 399.88% |
$388K - $1.94M
|
8.52K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.81K+ 838.92% |
$388K - $1.94M
|
7.62K
$463K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6.79K+ 399.12% |
$387K - $1.93M
|
8.49K
$515K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.79K+ 393.74% |
$387K - $1.93M
|
8.51K
$517K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6.78K+ 416.34% |
$386K - $1.93M
|
8.41K
$510K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
6.77K+ 400.0% |
$386K - $1.93M
|
8.46K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6.77K+ 438.34% |
$386K - $1.93M
|
8.31K
$505K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.73K+ 413.33% |
$383K - $1.92M
|
8.36K
$507K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.73K+ 400.0% |
$383K - $1.92M
|
8.41K
$511K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.72K+ 514.31% |
$383K - $1.92M
|
8.03K
$487K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.72K+ 400.0% |
$383K - $1.92M
|
8.4K
$510K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.72K+ 391.55% |
$383K - $1.91M
|
8.44K
$512K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
6.68K+ 357.24% |
$381K - $1.9M
|
8.56K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6.68K+ 399.88% |
$381K - $1.9M
|
8.35K
$507K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.66K+ 373.54% |
$380K - $1.9M
|
8.45K
$513K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
6.65K+ 802.41% |
$379K - $1.9M
|
7.48K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.64K+ 633.81% |
$378K - $1.89M
|
7.68K
$466K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.63K+ 372.51% |
$378K - $1.89M
|
8.41K
$510K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
6.62K+ 376.39% |
$377K - $1.89M
|
8.38K
$508K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.61K+ 375.72% |
$377K - $1.88M
|
8.37K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
6.6K+ 400.0% |
$376K - $1.88M
|
8.25K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6.59K+ 395.74% |
$376K - $1.88M
|
8.26K
$501K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.58K+ 400.0% |
$375K - $1.88M
|
8.23K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.58K+ 388.38% |
$375K - $1.88M
|
8.28K
$503K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.58K+ 400.0% |
$375K - $1.88M
|
8.23K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.56K+ 393.93% |
$374K - $1.87M
|
8.22K
$499K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.56KNew |
$374K - $1.87M
|
6.56K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
6.55K+ 396.67% |
$373K - $1.87M
|
8.2K
$498K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.54KNew |
$372K - $1.86M
|
6.54K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.54K+ 384.86% |
$372K - $1.86M
|
8.23K
$500K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.53K+ 269.03% |
$372K - $1.86M
|
8.96K
$544K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.53K+ 409.4% |
$372K - $1.86M
|
8.13K
$493K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.53KNew |
$372K - $1.86M
|
6.53K
$396K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
6.52K+ 400.61% |
$372K - $1.86M
|
8.15K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.5K+ 403.42% |
$370K - $1.85M
|
8.11K
$492K
|