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 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.14K+ 425.61% |
$179K - $895K
|
3.88K
$213K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.11K+ 400.0% |
$177K - $886K
|
3.89K
$214K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.1K+ 400.0% |
$177K - $885K
|
3.88K
$213K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.08K+ 400.0% |
$175K - $878K
|
3.85K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.07K+ 373.39% |
$175K - $876K
|
3.9K
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.07K+ 246.98% |
$175K - $875K
|
4.31K
$237K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.06K+ 400.0% |
$175K - $873K
|
3.83K
$211K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 394.19% |
$174K - $869K
|
3.83K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.03K+ 1007.97% |
$173K - $865K
|
3.34K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.01K+ 413.91% |
$171K - $856K
|
3.73K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3K+ 400.0% |
$171K - $855K
|
3.75K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
3K+ 400.0% |
$171K - $855K
|
3.75K
$206K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.99K+ 371.46% |
$171K - $853K
|
3.8K
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.98K+ 400.0% |
$170K - $850K
|
3.73K
$205K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$205K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$205K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.96K+ 123.73% |
$168K - $842K
|
5.35K
$294K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.93K+ 397.29% |
$167K - $834K
|
3.67K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.92K+ 324.89% |
$167K - $833K
|
3.82K
$210K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.92K+ 397.82% |
$166K - $832K
|
3.65K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.92K+ 59.32% |
$166K - $832K
|
7.84K
$431K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.92K+ 392.07% |
$166K - $831K
|
3.66K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.91K+ 400.0% |
$166K - $830K
|
3.64K
$200K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.91K+ 218.56% |
$166K - $829K
|
4.24K
$233K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.91K+ 400.0% |
$166K - $829K
|
3.64K
$200K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.91K+ 400.83% |
$166K - $828K
|
3.63K
$200K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
2.9K+ 400.0% |
$165K - $825K
|
3.62K
$199K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.89K+ 290.06% |
$165K - $823K
|
3.89K
$214K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.89K+ 400.0% |
$165K - $823K
|
3.61K
$198K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.88K+ 400.0% |
$164K - $820K
|
3.6K
$198K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 365.61% |
$164K - $818K
|
3.66K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.87K+ 846.31% |
$163K - $818K
|
3.21K
$176K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.83K+ 388.07% |
$161K - $806K
|
3.56K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.82K+ 354.72% |
$161K - $804K
|
3.62K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.81K+ 311.88% |
$160K - $801K
|
3.71K
$204K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 378.38% |
$160K - $798K
|
3.54K
$195K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.8K+ 293.91% |
$159K - $797K
|
3.75K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.79K+ 224.82% |
$159K - $795K
|
4.03K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
2.77K+ 400.0% |
$158K - $789K
|
3.46K
$190K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.77K+ 404.39% |
$158K - $788K
|
3.45K
$190K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.74K+ 448.69% |
$156K - $780K
|
3.35K
$184K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.71K+ 361.33% |
$154K - $772K
|
3.46K
$190K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.7K+ 372.75% |
$154K - $768K
|
3.42K
$188K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.69K+ 356.84% |
$153K - $766K
|
3.44K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.68K+ 193.93% |
$153K - $764K
|
4.07K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.67K+ 366.12% |
$152K - $761K
|
3.4K
$187K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.66K+ 657.28% |
$152K - $759K
|
3.07K
$169K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.65K+ 270.16% |
$151K - $756K
|
3.64K
$200K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2.64KNew |
$150K - $751K
|
2.64K
$145K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2.62KNew |
$149K - $747K
|
2.62K
$144K
|