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 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.7K+ 400.0% |
$325K - $1.62M
|
7.12K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.69K+ 400.14% |
$324K - $1.62M
|
7.11K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.68K+ 400.0% |
$324K - $1.62M
|
7.1K
$390K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.67K+ 400.0% |
$323K - $1.62M
|
7.09K
$390K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
5.66K+ 400.0% |
$323K - $1.61M
|
7.08K
$389K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
5.6K+ 400.0% |
$319K - $1.6M
|
7K
$385K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.59K+ 400.0% |
$319K - $1.59M
|
6.99K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.59K+ 397.72% |
$319K - $1.59M
|
7K
$385K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
5.59K+ 390.56% |
$318K - $1.59M
|
7.02K
$386K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.58K+ 359.27% |
$318K - $1.59M
|
7.14K
$392K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
5.58K+ 319.7% |
$318K - $1.59M
|
7.33K
$403K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.56K+ 400.5% |
$317K - $1.59M
|
6.95K
$382K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.56K+ 189.27% |
$317K - $1.58M
|
8.49K
$467K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5.54K+ 401.16% |
$316K - $1.58M
|
6.93K
$381K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
5.51K+ 336.96% |
$314K - $1.57M
|
7.14K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.51K+ 439.7% |
$314K - $1.57M
|
6.76K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.49K+ 487.4% |
$313K - $1.57M
|
6.62K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5.48K+ 400.0% |
$312K - $1.56M
|
6.86K
$377K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.46K+ 608.35% |
$311K - $1.56M
|
6.36K
$350K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.46K+ 389.17% |
$311K - $1.56M
|
6.86K
$377K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
5.44K+ 401.11% |
$310K - $1.55M
|
6.8K
$374K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.44K+ 176.69% |
$310K - $1.55M
|
8.51K
$468K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.43K+ 389.94% |
$309K - $1.55M
|
6.82K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.41K+ 320.24% |
$308K - $1.54M
|
7.1K
$390K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.41K+ 255.96% |
$308K - $1.54M
|
7.53K
$414K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
5.41K+ 400.0% |
$308K - $1.54M
|
6.76K
$372K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.39K+ 400.0% |
$307K - $1.54M
|
6.74K
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.39K+ 400.0% |
$307K - $1.54M
|
6.74K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.38K+ 422.29% |
$307K - $1.53M
|
6.65K
$366K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.38KNew |
$306K - $1.53M
|
5.38K
$296K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.38K+ 453.59% |
$306K - $1.53M
|
6.56K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.36K+ 400.0% |
$305K - $1.53M
|
6.7K
$368K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.36K+ 343.05% |
$305K - $1.53M
|
6.92K
$380K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.35K+ 400.15% |
$305K - $1.52M
|
6.68K
$367K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.34K+ 438.9% |
$304K - $1.52M
|
6.55K
$360K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.33K+ 442.49% |
$304K - $1.52M
|
6.54K
$359K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.3K+ 407.93% |
$302K - $1.51M
|
6.6K
$363K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.26K+ 400.08% |
$300K - $1.5M
|
6.58K
$362K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.25K+ 335.42% |
$299K - $1.5M
|
6.81K
$374K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.22K+ 391.23% |
$297K - $1.49M
|
6.55K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
5.19K+ 677.05% |
$296K - $1.48M
|
5.96K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
5.19KNew |
$296K - $1.48M
|
5.19K
$285K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.18K+ 395.42% |
$295K - $1.48M
|
6.5K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5.18K+ 355.11% |
$295K - $1.48M
|
6.64K
$365K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5.17K+ 401.24% |
$295K - $1.47M
|
6.46K
$355K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.16K+ 404.62% |
$294K - $1.47M
|
6.44K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.16K+ 441.49% |
$294K - $1.47M
|
6.33K
$348K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.15K+ 400.0% |
$294K - $1.47M
|
6.44K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
5.15K+ 492.45% |
$294K - $1.47M
|
6.2K
$341K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
5.14K+ 436.42% |
$293K - $1.47M
|
6.32K
$347K
|