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 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.82K+ 400.0% |
$218K - $1.09M
|
4.78K
$290K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.81K+ 17.41% |
$217K - $1.09M
|
25.7K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.81K+ 218.42% |
$217K - $1.08M
|
5.55K
$337K
|
|
|
May 06, 2024
Q1 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
3.79K+ 346.12% |
$216K - $1.08M
|
4.89K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.79K+ 316.46% |
$216K - $1.08M
|
4.99K
$303K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 400.0% |
$216K - $1.08M
|
4.74K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.78K+ 661.12% |
$215K - $1.08M
|
4.35K
$264K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
3.77KNew |
$215K - $1.08M
|
3.77K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
3.77KNew |
$215K - $1.07M
|
3.77K
$229K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.76KNew |
$214K - $1.07M
|
3.76K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
3.75K+ 400.0% |
$214K - $1.07M
|
4.69K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.74K+ 332.12% |
$213K - $1.07M
|
4.87K
$296K
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.73K+ 363.45% |
$212K - $1.06M
|
4.76K
$289K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
3.73K+ 392.11% |
$212K - $1.06M
|
4.68K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
3.72K+ 284.85% |
$212K - $1.06M
|
5.03K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.72K+ 415.18% |
$212K - $1.06M
|
4.62K
$280K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.72K+ 388.7% |
$212K - $1.06M
|
4.67K
$284K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.7K+ 387.13% |
$211K - $1.05M
|
4.66K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.68K+ 365.08% |
$210K - $1.05M
|
4.69K
$285K
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.66K+ 401.32% |
$209K - $1.04M
|
4.57K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
3.66K+ 400.0% |
$209K - $1.04M
|
4.58K
$278K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
3.66K+ 400.0% |
$209K - $1.04M
|
4.58K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3.65K+ 400.88% |
$208K - $1.04M
|
4.56K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.65K+ 270.5% |
$208K - $1.04M
|
5K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.65K+ 364.07% |
$208K - $1.04M
|
4.65K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.64K+ 400.0% |
$208K - $1.04M
|
4.56K
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.64K+ 400.0% |
$207K - $1.04M
|
4.55K
$276K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.64K+ 0.8% |
$207K - $1.04M
|
460K
$27.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.63K+ 473.01% |
$207K - $1.03M
|
4.4K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.62K+ 400.0% |
$206K - $1.03M
|
4.53K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.61K+ 400.0% |
$206K - $1.03M
|
4.52K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.61K+ 479.65% |
$206K - $1.03M
|
4.36K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3.6K+ 351.22% |
$205K - $1.03M
|
4.63K
$281K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 400.0% |
$205K - $1.03M
|
4.5K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.59K+ 350.2% |
$204K - $1.02M
|
4.61K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.59KNew |
$204K - $1.02M
|
3.59K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.58K+ 400.0% |
$204K - $1.02M
|
4.48K
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.58K+ 400.0% |
$204K - $1.02M
|
4.48K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$216K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.56K+ 519.24% |
$203K - $1.02M
|
4.25K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.56K+ 400.0% |
$203K - $1.01M
|
4.45K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.56K+ 259.85% |
$203K - $1.01M
|
4.93K
$299K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.56K+ 457.2% |
$203K - $1.01M
|
4.34K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.53K+ 388.44% |
$201K - $1.01M
|
4.44K
$269K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.52K+ 400.0% |
$201K - $1M
|
4.4K
$267K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.52KNew |
$201K - $1M
|
3.52K
$214K
|