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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6.48K+ 424.07% |
$369K - $1.85M
|
8.01K
$486K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
6.48K+ 359.6% |
$369K - $1.85M
|
8.28K
$503K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.48K+ 450.31% |
$369K - $1.85M
|
7.92K
$481K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6.43K+ 424.29% |
$366K - $1.83M
|
7.94K
$482K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
6.42K+ 400.0% |
$366K - $1.83M
|
8.03K
$488K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
6.42K+ 403.14% |
$366K - $1.83M
|
8.01K
$486K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
6.41K+ 400.0% |
$365K - $1.83M
|
8.01K
$486K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
6.4K+ 400.0% |
$365K - $1.83M
|
8.01K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
6.4K+ 400.0% |
$365K - $1.82M
|
8K
$486K
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
6.38K+ 400.0% |
$364K - $1.82M
|
7.98K
$484K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.37K+ 404.12% |
$363K - $1.82M
|
7.95K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.36K+ 401.07% |
$362K - $1.81M
|
7.95K
$482K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
6.35K+ 392.27% |
$362K - $1.81M
|
7.97K
$484K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.35K+ 111.24% |
$362K - $1.81M
|
12.1K
$732K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
6.34K+ 448.83% |
$361K - $1.81M
|
7.76K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
6.31K+ 411.41% |
$360K - $1.8M
|
7.85K
$476K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.29K+ 389.48% |
$359K - $1.79M
|
7.91K
$480K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
6.22K+ 415.01% |
$354K - $1.77M
|
7.72K
$469K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.22K+ 400.97% |
$354K - $1.77M
|
7.77K
$471K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
6.21K+ 400.06% |
$354K - $1.77M
|
7.76K
$471K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
6.2K+ 400.0% |
$353K - $1.77M
|
7.75K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.2K+ 396.48% |
$353K - $1.77M
|
7.76K
$471K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.19K+ 386.56% |
$352K - $1.76M
|
7.79K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.19K+ 395.21% |
$352K - $1.76M
|
7.75K
$471K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.17K+ 400.58% |
$352K - $1.76M
|
7.71K
$468K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.16KNew |
$351K - $1.76M
|
6.16K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
6.16K+ 400.0% |
$351K - $1.76M
|
7.7K
$467K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.16K+ 447.64% |
$351K - $1.75M
|
7.53K
$457K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
6.13K+ 399.87% |
$350K - $1.75M
|
7.67K
$466K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.13KNew |
$349K - $1.75M
|
6.13K
$372K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
6.13K+ 405.63% |
$349K - $1.75M
|
7.64K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.13K+ 375.77% |
$349K - $1.75M
|
7.76K
$471K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6.12K+ 400.0% |
$349K - $1.75M
|
7.66K
$465K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.12K+ 239.26% |
$349K - $1.74M
|
8.68K
$527K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.12KNew |
$349K - $1.74M
|
6.12K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6.09K+ 395.46% |
$347K - $1.74M
|
7.64K
$464K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.04K+ 434.6% |
$344K - $1.72M
|
7.43K
$451K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
6.04K+ 436.03% |
$344K - $1.72M
|
7.42K
$451K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
6.01K+ 400.0% |
$343K - $1.71M
|
7.52K
$456K
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6K+ 400.0% |
$342K - $1.71M
|
7.5K
$455K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
6KNew |
$342K - $1.71M
|
6K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
5.99K+ 471.71% |
$341K - $1.71M
|
7.26K
$440K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.97K+ 306.36% |
$340K - $1.7M
|
7.92K
$481K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
5.94K+ 400.0% |
$338K - $1.69M
|
7.43K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.94K+ 339.62% |
$338K - $1.69M
|
7.69K
$467K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.93KNew |
$338K - $1.69M
|
5.93K
$360K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.93KNew |
$338K - $1.69M
|
5.93K
$360K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.92K+ 595.37% |
$337K - $1.69M
|
6.91K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.92K+ 433.02% |
$337K - $1.69M
|
7.28K
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.88K+ 399.66% |
$335K - $1.68M
|
7.36K
$447K
|