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 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5.18K+ 355.11% |
$295K - $1.48M
|
6.64K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5.17K+ 401.24% |
$295K - $1.47M
|
6.46K
$392K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.16K+ 404.62% |
$294K - $1.47M
|
6.44K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.16K+ 441.49% |
$294K - $1.47M
|
6.33K
$384K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.15K+ 400.0% |
$294K - $1.47M
|
6.44K
$391K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
5.15K+ 492.45% |
$294K - $1.47M
|
6.2K
$376K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
5.14K+ 436.42% |
$293K - $1.47M
|
6.32K
$384K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.14K+ 320.34% |
$293K - $1.46M
|
6.74K
$409K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.13K+ 301.59% |
$292K - $1.46M
|
6.84K
$415K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.12K+ 350.24% |
$292K - $1.46M
|
6.58K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.11K+ 358.63% |
$291K - $1.46M
|
6.54K
$397K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.11K+ 302.55% |
$291K - $1.46M
|
6.8K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
5.1K+ 401.34% |
$291K - $1.45M
|
6.37K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.09K+ 400.0% |
$290K - $1.45M
|
6.37K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.08K+ 412.42% |
$290K - $1.45M
|
6.31K
$383K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.05KNew |
$288K - $1.44M
|
5.05K
$306K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.05K+ 399.84% |
$288K - $1.44M
|
6.31K
$383K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
5.04K+ 432.99% |
$287K - $1.44M
|
6.2K
$377K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
5.04K+ 400.0% |
$287K - $1.44M
|
6.3K
$382K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5.03K+ 400.0% |
$287K - $1.43M
|
6.29K
$382K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.99K+ 443.91% |
$285K - $1.42M
|
6.12K
$371K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.96K+ 385.1% |
$283K - $1.41M
|
6.25K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.96KNew |
$283K - $1.41M
|
4.96K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
4.95K+ 432.78% |
$282K - $1.41M
|
6.1K
$370K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
4.94K+ 400.0% |
$281K - $1.41M
|
6.18K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.93K+ 409.14% |
$281K - $1.4M
|
6.13K
$372K
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
4.92K+ 400.0% |
$281K - $1.4M
|
6.16K
$374K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.92KNew |
$281K - $1.4M
|
4.92K
$299K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
4.92K+ 400.16% |
$280K - $1.4M
|
6.15K
$373K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 400.0% |
$279K - $1.4M
|
6.13K
$372K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
4.9K+ 592.62% |
$279K - $1.4M
|
5.73K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.9K+ 515.37% |
$279K - $1.4M
|
5.85K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.89KNew |
$278K - $1.39M
|
4.89K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.88K+ 400.0% |
$278K - $1.39M
|
6.1K
$370K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.87K+ 395.93% |
$277K - $1.39M
|
6.1K
$370K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.86K+ 400.0% |
$277K - $1.39M
|
6.08K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.86K+ 400.0% |
$277K - $1.38M
|
6.07K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.85K+ 400.0% |
$276K - $1.38M
|
6.06K
$368K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.82K+ 482.2% |
$275K - $1.37M
|
5.82K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.82K+ 400.17% |
$275K - $1.37M
|
6.03K
$366K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.82K+ 357.38% |
$275K - $1.37M
|
6.17K
$375K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
4.81K+ 400.0% |
$274K - $1.37M
|
6.02K
$365K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.8K+ 346.29% |
$274K - $1.37M
|
6.19K
$376K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.8K+ 400.0% |
$274K - $1.37M
|
6K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.8K+ 244.25% |
$273K - $1.37M
|
6.76K
$410K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.8K+ 314.43% |
$273K - $1.37M
|
6.32K
$384K
|
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.79K+ 400.08% |
$273K - $1.37M
|
5.99K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.79K+ 400.0% |
$273K - $1.37M
|
5.99K
$364K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.78K+ 400.0% |
$272K - $1.36M
|
5.97K
$362K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
4.77K+ 401.35% |
$272K - $1.36M
|
5.96K
$362K
|