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 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.96K+ 123.73% |
$168K - $842K
|
5.35K
$349K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.93K+ 397.29% |
$167K - $834K
|
3.67K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.92K+ 324.89% |
$167K - $833K
|
3.82K
$250K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.92K+ 397.82% |
$166K - $832K
|
3.65K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.92K+ 59.32% |
$166K - $832K
|
7.84K
$511K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.92K+ 392.07% |
$166K - $831K
|
3.66K
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.91K+ 400.0% |
$166K - $830K
|
3.64K
$238K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.91K+ 218.56% |
$166K - $829K
|
4.24K
$277K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.91K+ 400.0% |
$166K - $829K
|
3.64K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.91K+ 400.83% |
$166K - $828K
|
3.63K
$237K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
2.9K+ 400.0% |
$165K - $825K
|
3.62K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.89K+ 290.06% |
$165K - $823K
|
3.89K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.89K+ 400.0% |
$165K - $823K
|
3.61K
$236K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.88K+ 400.0% |
$164K - $820K
|
3.6K
$235K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 365.61% |
$164K - $818K
|
3.66K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.87K+ 846.31% |
$163K - $818K
|
3.21K
$209K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.83K+ 388.07% |
$161K - $806K
|
3.56K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.82K+ 354.72% |
$161K - $804K
|
3.62K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.81K+ 311.88% |
$160K - $801K
|
3.71K
$242K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 378.38% |
$160K - $798K
|
3.54K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.8K+ 293.91% |
$159K - $797K
|
3.75K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.79K+ 224.82% |
$159K - $795K
|
4.03K
$263K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
2.77K+ 400.0% |
$158K - $789K
|
3.46K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.77K+ 404.39% |
$158K - $788K
|
3.45K
$225K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.74K+ 448.69% |
$156K - $780K
|
3.35K
$218K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.71K+ 361.33% |
$154K - $772K
|
3.46K
$226K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.7K+ 372.75% |
$154K - $768K
|
3.42K
$223K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.69K+ 356.84% |
$153K - $766K
|
3.44K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.68K+ 193.93% |
$153K - $764K
|
4.07K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.67K+ 366.12% |
$152K - $761K
|
3.4K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.66K+ 657.28% |
$152K - $759K
|
3.07K
$200K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.65K+ 270.16% |
$151K - $756K
|
3.64K
$237K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.64KNew |
$150K - $751K
|
2.64K
$172K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.62KNew |
$149K - $747K
|
2.62K
$171K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.61K+ 207.39% |
$149K - $744K
|
3.87K
$253K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.6K+ 400.0% |
$148K - $742K
|
3.26K
$212K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.59K+ 314.84% |
$147K - $738K
|
3.41K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.58K+ 352.6% |
$147K - $736K
|
3.31K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.56K+ 400.0% |
$146K - $730K
|
3.2K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.52K+ 400.0% |
$144K - $718K
|
3.15K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.51K+ 137.01% |
$143K - $715K
|
4.34K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.49K+ 141.08% |
$142K - $710K
|
4.26K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.46K+ 284.2% |
$140K - $702K
|
3.33K
$217K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.46K+ 393.13% |
$140K - $701K
|
3.09K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.44K+ 272.93% |
$139K - $695K
|
3.33K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.42K+ 367.37% |
$138K - $690K
|
3.08K
$201K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
2.42K+ 146.22% |
$138K - $689K
|
4.07K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
2.34K+ 400.0% |
$133K - $667K
|
2.93K
$191K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
2.31K+ 400.0% |
$132K - $659K
|
2.89K
$189K
|