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 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.22K+ 415.08% |
$184K - $918K
|
4K
$243K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.22K+ 289.31% |
$183K - $918K
|
4.33K
$263K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.21K+ 362.19% |
$183K - $915K
|
4.1K
$249K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 400.0% |
$182K - $912K
|
4K
$243K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.18K+ 400.76% |
$181K - $907K
|
3.98K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.18K+ 400.0% |
$181K - $906K
|
3.98K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.17K+ 401.52% |
$181K - $904K
|
3.96K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.17K+ 400.0% |
$181K - $904K
|
3.97K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.15K+ 400.0% |
$179K - $897K
|
3.94K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.14K+ 425.61% |
$179K - $895K
|
3.88K
$235K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.11K+ 400.0% |
$177K - $886K
|
3.89K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.1K+ 400.0% |
$177K - $885K
|
3.88K
$236K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3.08K+ 400.0% |
$175K - $878K
|
3.85K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.07K+ 373.39% |
$175K - $876K
|
3.9K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.07K+ 246.98% |
$175K - $875K
|
4.31K
$262K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.06K+ 400.0% |
$175K - $873K
|
3.83K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 394.19% |
$174K - $869K
|
3.83K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.03K+ 1007.97% |
$173K - $865K
|
3.34K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.01K+ 413.91% |
$171K - $856K
|
3.73K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3K+ 400.0% |
$171K - $855K
|
3.75K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
3K+ 400.0% |
$171K - $855K
|
3.75K
$228K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.99K+ 371.46% |
$171K - $853K
|
3.8K
$231K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.98K+ 400.0% |
$170K - $850K
|
3.73K
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.96K+ 123.73% |
$168K - $842K
|
5.35K
$324K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.93K+ 397.29% |
$167K - $834K
|
3.67K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.92K+ 324.89% |
$167K - $833K
|
3.82K
$232K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.92K+ 397.82% |
$166K - $832K
|
3.65K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.92K+ 59.32% |
$166K - $832K
|
7.84K
$476K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.92K+ 392.07% |
$166K - $831K
|
3.66K
$222K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.91K+ 400.0% |
$166K - $830K
|
3.64K
$221K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.91K+ 218.56% |
$166K - $829K
|
4.24K
$257K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.91K+ 400.0% |
$166K - $829K
|
3.64K
$221K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.91K+ 400.83% |
$166K - $828K
|
3.63K
$220K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
2.9K+ 400.0% |
$165K - $825K
|
3.62K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.89K+ 290.06% |
$165K - $823K
|
3.89K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
2.89K+ 400.0% |
$165K - $823K
|
3.61K
$219K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.88K+ 400.0% |
$164K - $820K
|
3.6K
$218K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 365.61% |
$164K - $818K
|
3.66K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.87K+ 846.31% |
$163K - $818K
|
3.21K
$195K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.83K+ 388.07% |
$161K - $806K
|
3.56K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
2.82K+ 354.72% |
$161K - $804K
|
3.62K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.81K+ 311.88% |
$160K - $801K
|
3.71K
$225K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 378.38% |
$160K - $798K
|
3.54K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.8K+ 293.91% |
$159K - $797K
|
3.75K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.79K+ 224.82% |
$159K - $795K
|
4.03K
$245K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
2.77K+ 400.0% |
$158K - $789K
|
3.46K
$210K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.77K+ 404.39% |
$158K - $788K
|
3.45K
$209K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.74K+ 448.69% |
$156K - $780K
|
3.35K
$203K
|