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 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.65K+ 29056.25% |
$265K - $1.32M
|
4.67K
$256K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.64K+ 402.43% |
$265K - $1.32M
|
5.8K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.63K+ 389.08% |
$264K - $1.32M
|
5.82K
$320K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4.63K+ 399.83% |
$264K - $1.32M
|
5.78K
$318K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
BUY
|
- |
4.62K+ 37.64% |
$263K - $1.32M
|
16.9K
$929K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.61K+ 400.0% |
$263K - $1.31M
|
5.76K
$317K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.6K+ 371.73% |
$262K - $1.31M
|
5.84K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
4.6K+ 400.0% |
$262K - $1.31M
|
5.75K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.58K+ 399.3% |
$261K - $1.31M
|
5.73K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
4.58K+ 252.68% |
$261K - $1.31M
|
6.39K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4.58K+ 400.0% |
$261K - $1.31M
|
5.73K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.57K+ 399.83% |
$260K - $1.3M
|
5.71K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.56KNew |
$260K - $1.3M
|
4.56K
$251K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.54K+ 396.5% |
$258K - $1.29M
|
5.68K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
4.54K+ 425.82% |
$258K - $1.29M
|
5.6K
$308K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.53K+ 383.5% |
$258K - $1.29M
|
5.72K
$314K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.52K+ 528.39% |
$258K - $1.29M
|
5.38K
$296K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.52K+ 381.2% |
$258K - $1.29M
|
5.71K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.52KNew |
$257K - $1.29M
|
4.52K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
4.48K+ 400.0% |
$255K - $1.28M
|
5.61K
$308K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.48K+ 400.0% |
$255K - $1.28M
|
5.6K
$308K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
4.47K+ 450.96% |
$255K - $1.27M
|
5.46K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.46K+ 515.61% |
$254K - $1.27M
|
5.33K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.46K+ 462.14% |
$254K - $1.27M
|
5.42K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.46K+ 365.16% |
$254K - $1.27M
|
5.68K
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.45K+ 400.0% |
$254K - $1.27M
|
5.57K
$306K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.43K+ 457.44% |
$252K - $1.26M
|
5.4K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.41KNew |
$251K - $1.26M
|
4.41K
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
4.39K+ 400.0% |
$250K - $1.25M
|
5.49K
$302K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.38K+ 437.09% |
$250K - $1.25M
|
5.39K
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.38K+ 402.21% |
$249K - $1.25M
|
5.46K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4.35K+ 284.58% |
$248K - $1.24M
|
5.88K
$324K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.33K+ 404.95% |
$247K - $1.23M
|
5.4K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.33K+ 406.0% |
$247K - $1.23M
|
5.4K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.33K+ 399.82% |
$247K - $1.23M
|
5.41K
$298K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.32KNew |
$246K - $1.23M
|
4.32K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.3K+ 400.09% |
$245K - $1.22M
|
5.37K
$295K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4.29K+ 396.03% |
$244K - $1.22M
|
5.37K
$295K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.27K+ 400.0% |
$243K - $1.22M
|
5.34K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.24K+ 475.56% |
$242K - $1.21M
|
5.13K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.24KNew |
$241K - $1.21M
|
4.24K
$233K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.22K+ 400.0% |
$240K - $1.2M
|
5.28K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.22K+ 400.0% |
$240K - $1.2M
|
5.27K
$290K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.2K+ 283.78% |
$239K - $1.2M
|
5.68K
$312K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
4.18K+ 360.38% |
$238K - $1.19M
|
5.35K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.16K+ 374.68% |
$237K - $1.19M
|
5.27K
$290K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
4.16K+ 395.34% |
$237K - $1.18M
|
5.21K
$286K
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.16K+ 400.68% |
$237K - $1.18M
|
5.19K
$285K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.14K+ 260.6% |
$236K - $1.18M
|
5.73K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.14K+ 399.52% |
$236K - $1.18M
|
5.18K
$285K
|