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 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.51K+ 384.67% |
$200K - $1M
|
4.43K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.5K+ 446.56% |
$199K - $998K
|
4.29K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.5KNew |
$199K - $997K
|
3.5K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.5K+ 399.89% |
$199K - $997K
|
4.37K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.5K+ 400.0% |
$199K - $996K
|
4.37K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.5K+ 378.35% |
$199K - $996K
|
4.42K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
3.48K+ 400.0% |
$199K - $993K
|
4.36K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.48KNew |
$198K - $992K
|
3.48K
$211K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
3.48K+ 400.0% |
$198K - $991K
|
4.35K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.46KNew |
$197K - $985K
|
3.46K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.45KNew |
$197K - $984K
|
3.45K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.45KNew |
$197K - $983K
|
3.45K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.44K+ 400.0% |
$196K - $980K
|
4.3K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3.44KNew |
$196K - $980K
|
3.44K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
3.43K+ 401.05% |
$196K - $978K
|
4.29K
$260K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3.43K+ 1968.97% |
$195K - $976K
|
3.6K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.41K+ 400.0% |
$194K - $972K
|
4.27K
$259K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.41KNew |
$194K - $972K
|
3.41K
$207K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.41K+ 362.77% |
$194K - $972K
|
4.35K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.41KNew |
$194K - $970K
|
3.41K
$207K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.4KNew |
$194K - $969K
|
3.4K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.4KNew |
$194K - $969K
|
3.4K
$206K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.4K+ 400.35% |
$193K - $968K
|
4.24K
$258K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.37K+ 269.3% |
$192K - $960K
|
4.62K
$280K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.35K+ 412.93% |
$191K - $956K
|
4.17K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.35K+ 400.0% |
$191K - $955K
|
4.19K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$191K - $955K
|
3.35K
$203K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.35K+ 401.08% |
$191K - $954K
|
4.18K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3.35K+ 646.33% |
$191K - $954K
|
3.87K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.34KNew |
$191K - $953K
|
3.34K
$203K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.34KNew |
$190K - $952K
|
3.34K
$203K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.34KNew |
$190K - $952K
|
3.34K
$203K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.34KNew |
$190K - $950K
|
3.34K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$190K - $949K
|
3.33K
$202K
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$190K - $949K
|
3.33K
$202K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.33K+ 334.71% |
$190K - $948K
|
4.32K
$262K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.3KNew |
$188K - $940K
|
3.3K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.29K+ 366.18% |
$188K - $938K
|
4.19K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.29K+ 339.28% |
$188K - $938K
|
4.26K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.25K+ 395.73% |
$185K - $925K
|
4.07K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.24K+ 400.0% |
$185K - $924K
|
4.06K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.24K+ 374.48% |
$185K - $924K
|
4.11K
$249K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
3.24K+ 319.21% |
$185K - $923K
|
4.26K
$258K
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.24K+ 400.0% |
$185K - $923K
|
4.05K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.24K+ 408.96% |
$185K - $923K
|
4.03K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.23KNew |
$184K - $920K
|
3.23K
$196K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 389.6% |
$184K - $918K
|
4.05K
$246K
|