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
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.22K+ 400.0% |
$240K - $1.2M
|
5.27K
$320K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.2K+ 283.78% |
$239K - $1.2M
|
5.68K
$345K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
4.18K+ 360.38% |
$238K - $1.19M
|
5.35K
$324K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.16K+ 374.68% |
$237K - $1.19M
|
5.27K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
4.16K+ 395.34% |
$237K - $1.18M
|
5.21K
$316K
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.16K+ 400.68% |
$237K - $1.18M
|
5.19K
$315K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.14K+ 260.6% |
$236K - $1.18M
|
5.73K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.14K+ 399.52% |
$236K - $1.18M
|
5.18K
$314K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.14K+ 400.29% |
$236K - $1.18M
|
5.17K
$314K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
4.12K+ 400.0% |
$235K - $1.17M
|
5.15K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4.12K+ 400.0% |
$235K - $1.17M
|
5.15K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
4.11K+ 343.8% |
$234K - $1.17M
|
5.3K
$322K
|
|
|
May 07, 2024
Q1 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
4.1K+ 69.49% |
$234K - $1.17M
|
10K
$607K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
4.07K+ 400.0% |
$232K - $1.16M
|
5.09K
$309K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.04K+ 3.62% |
$230K - $1.15M
|
116K
$7.01M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4.04K+ 400.0% |
$230K - $1.15M
|
5.05K
$306K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.03K+ 337.75% |
$229K - $1.15M
|
5.22K
$317K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4.01K+ 399.9% |
$229K - $1.14M
|
5.01K
$304K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.01KNew |
$228K - $1.14M
|
4.01K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.01K+ 436.49% |
$228K - $1.14M
|
4.93K
$299K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4KNew |
$228K - $1.14M
|
4K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4KNew |
$228K - $1.14M
|
4K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 400.0% |
$228K - $1.14M
|
5K
$304K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4K+ 400.0% |
$228K - $1.14M
|
5K
$303K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
3.99K+ 157.29% |
$227K - $1.14M
|
6.53K
$396K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.99KNew |
$227K - $1.14M
|
3.99K
$242K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3.98K+ 427.39% |
$227K - $1.13M
|
4.91K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.98KNew |
$226K - $1.13M
|
3.98K
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.96K+ 400.0% |
$226K - $1.13M
|
4.96K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
3.94K+ 400.0% |
$224K - $1.12M
|
4.92K
$299K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
3.93KNew |
$224K - $1.12M
|
3.93K
$239K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
3.9K+ 362.21% |
$222K - $1.11M
|
4.98K
$302K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.9K+ 433.33% |
$222K - $1.11M
|
4.8K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
3.9K+ 56.93% |
$222K - $1.11M
|
10.8K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.9KNew |
$222K - $1.11M
|
3.9K
$237K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
BUY
|
- |
3.89K+ 350.5% |
$222K - $1.11M
|
5.01K
$304K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.89KNew |
$222K - $1.11M
|
3.89K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.89K+ 323.28% |
$222K - $1.11M
|
5.09K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
3.88K+ 509.87% |
$221K - $1.1M
|
4.64K
$281K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
3.87K+ 408.76% |
$221K - $1.1M
|
4.82K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
3.87K+ 400.21% |
$221K - $1.1M
|
4.84K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.86K+ 225.83% |
$220K - $1.1M
|
5.58K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
3.86K+ 400.0% |
$220K - $1.1M
|
4.83K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.85K+ 576.2% |
$219K - $1.1M
|
4.52K
$274K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.84K+ 400.83% |
$219K - $1.1M
|
4.8K
$292K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.84K+ 716.82% |
$219K - $1.09M
|
4.37K
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.84K+ 504.61% |
$219K - $1.09M
|
4.6K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.84KNew |
$219K - $1.09M
|
3.84K
$233K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.83K+ 392.42% |
$218K - $1.09M
|
4.81K
$292K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.83K+ 400.0% |
$218K - $1.09M
|
4.79K
$290K
|