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 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
627K+ 482.62% |
$35.7M - $179M
|
757K
$51.2M
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
625K+ 396.38% |
$35.6M - $178M
|
783K
$52.9M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
618K+ 414.87% |
$35.2M - $176M
|
767K
$51.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
613K+ 124.97% |
$34.9M - $175M
|
1.1M
$74.6M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
611K+ 402.48% |
$34.8M - $174M
|
763K
$51.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
606K+ 208.55% |
$34.6M - $173M
|
897K
$60.6M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
604K+ 352.63% |
$34.4M - $172M
|
776K
$52.4M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
598K+ 425.29% |
$34.1M - $170M
|
739K
$49.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
598K+ 398.02% |
$34.1M - $170M
|
748K
$50.6M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
598K+ 387.31% |
$34.1M - $170M
|
752K
$50.8M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
597K+ 420.4% |
$34M - $170M
|
738K
$49.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
593K+ 309.17% |
$33.8M - $169M
|
785K
$53M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
589K+ 411.77% |
$33.6M - $168M
|
732K
$49.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
581K+ 394.72% |
$33.1M - $165M
|
728K
$49.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
573K+ 408.52% |
$32.6M - $163M
|
713K
$48.2M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
570K+ 400.94% |
$32.5M - $162M
|
712K
$48.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
569K+ 402.18% |
$32.4M - $162M
|
710K
$48M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
568K+ 409.95% |
$32.4M - $162M
|
707K
$47.7M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
565K+ 412.96% |
$32.2M - $161M
|
702K
$47.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
562K+ 402.7% |
$32M - $160M
|
701K
$47.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
562K+ 422.96% |
$32M - $160M
|
695K
$46.9M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
557K+ 416.42% |
$31.7M - $159M
|
691K
$46.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
547K+ 511.09% |
$31.2M - $156M
|
655K
$44.2M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
544K+ 462.68% |
$31M - $155M
|
661K
$44.7M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
538K+ 408.06% |
$30.7M - $153M
|
670K
$45.2M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
532K+ 352.52% |
$30.3M - $152M
|
683K
$46.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
531K+ 372.13% |
$30.3M - $151M
|
674K
$45.5M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
526K+ 394.56% |
$30M - $150M
|
660K
$44.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
521K+ 416.52% |
$29.7M - $148M
|
646K
$43.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
517K+ 488.86% |
$29.5M - $147M
|
623K
$42.1M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
507K+ 424.1% |
$28.9M - $144M
|
626K
$42.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
506K+ 376.05% |
$28.8M - $144M
|
641K
$43.3M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
504K+ 373.4% |
$28.7M - $144M
|
639K
$43.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
499K+ 433.14% |
$28.4M - $142M
|
615K
$41.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
499K+ 412.47% |
$28.4M - $142M
|
620K
$41.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
499K+ 409.77% |
$28.4M - $142M
|
621K
$41.9M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
495K+ 408.93% |
$28.2M - $141M
|
616K
$41.6M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
487K+ 415.38% |
$27.8M - $139M
|
604K
$40.8M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
482K+ 396.41% |
$27.4M - $137M
|
603K
$40.7M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
479K+ 399.45% |
$27.3M - $137M
|
600K
$40.5M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
479K+ 398.96% |
$27.3M - $137M
|
599K
$40.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
472K+ 6182.3% |
$26.9M - $135M
|
480K
$32.4M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
472K+ 420.64% |
$26.9M - $134M
|
584K
$39.5M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
472K+ 399.65% |
$26.9M - $134M
|
590K
$39.8M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
467K+ 422.22% |
$26.6M - $133M
|
577K
$39M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
463KNew |
$26.4M - $132M
|
463K
$31.3M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
460K+ 340.61% |
$26.2M - $131M
|
595K
$40.2M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
447K+ 394.16% |
$25.5M - $127M
|
560K
$37.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
447K+ 405.98% |
$25.5M - $127M
|
557K
$37.6M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
445K+ 407.05% |
$25.4M - $127M
|
555K
$37.5M
|