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 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.77KNew |
$215K - $1.07M
|
3.77K
$207K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.76KNew |
$214K - $1.07M
|
3.76K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.75K+ 400.0% |
$214K - $1.07M
|
4.69K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.74K+ 332.12% |
$213K - $1.07M
|
4.87K
$268K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.73K+ 363.45% |
$212K - $1.06M
|
4.76K
$261K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.73K+ 392.11% |
$212K - $1.06M
|
4.68K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.72K+ 284.85% |
$212K - $1.06M
|
5.03K
$277K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.72K+ 415.18% |
$212K - $1.06M
|
4.62K
$254K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 388.7% |
$212K - $1.06M
|
4.67K
$257K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.7K+ 387.13% |
$211K - $1.05M
|
4.66K
$256K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.68K+ 365.08% |
$210K - $1.05M
|
4.69K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.66K+ 401.32% |
$209K - $1.04M
|
4.57K
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.66K+ 400.0% |
$209K - $1.04M
|
4.58K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
3.66K+ 400.0% |
$209K - $1.04M
|
4.58K
$252K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.65K+ 400.88% |
$208K - $1.04M
|
4.56K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.65K+ 270.5% |
$208K - $1.04M
|
5K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.65K+ 364.07% |
$208K - $1.04M
|
4.65K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.64K+ 400.0% |
$208K - $1.04M
|
4.56K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.64K+ 400.0% |
$207K - $1.04M
|
4.55K
$250K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.64K+ 0.8% |
$207K - $1.04M
|
460K
$25.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.63K+ 473.01% |
$207K - $1.03M
|
4.4K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.62K+ 400.0% |
$206K - $1.03M
|
4.53K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.61K+ 400.0% |
$206K - $1.03M
|
4.52K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.61K+ 479.65% |
$206K - $1.03M
|
4.36K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3.6K+ 351.22% |
$205K - $1.03M
|
4.63K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 400.0% |
$205K - $1.03M
|
4.5K
$247K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.59K+ 350.2% |
$204K - $1.02M
|
4.61K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.59KNew |
$204K - $1.02M
|
3.59K
$197K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.58K+ 400.0% |
$204K - $1.02M
|
4.48K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.58K+ 400.0% |
$204K - $1.02M
|
4.48K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$197K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$197K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$196K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$196K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$196K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.56K+ 519.24% |
$203K - $1.02M
|
4.25K
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.56K+ 400.0% |
$203K - $1.01M
|
4.45K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.56K+ 259.85% |
$203K - $1.01M
|
4.93K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.56K+ 457.2% |
$203K - $1.01M
|
4.34K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.53K+ 388.44% |
$201K - $1.01M
|
4.44K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.52K+ 400.0% |
$201K - $1M
|
4.4K
$242K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.52KNew |
$201K - $1M
|
3.52K
$193K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.51K+ 384.67% |
$200K - $1M
|
4.43K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.5K+ 446.56% |
$199K - $998K
|
4.29K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.5KNew |
$199K - $997K
|
3.5K
$192K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.5K+ 399.89% |
$199K - $997K
|
4.37K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.5K+ 400.0% |
$199K - $996K
|
4.37K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.5K+ 378.35% |
$199K - $996K
|
4.42K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
3.48K+ 400.0% |
$199K - $993K
|
4.36K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.48KNew |
$198K - $992K
|
3.48K
$191K
|