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
|
Webster Bank, N. A.
|
BUY
|
- |
1.87K+ 400.0% |
$106K - $532K
|
2.34K
$142K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
1.85K+ 400.0% |
$105K - $527K
|
2.31K
$140K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.84K+ 400.0% |
$105K - $526K
|
2.31K
$140K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.84K+ 389.43% |
$105K - $525K
|
2.32K
$141K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
1.79K+ 436.59% |
$102K - $510K
|
2.2K
$134K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1.77K+ 274.03% |
$101K - $505K
|
2.42K
$147K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
1.75K+ 496.32% |
$99.8K - $499K
|
2.11K
$128K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.75KNew |
$99.7K - $499K
|
1.75K
$106K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.7K+ 0.24% |
$96.8K - $484K
|
712K
$43.2M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.66K+ 400.0% |
$94.8K - $474K
|
2.08K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.64K+ 400.0% |
$93.7K - $469K
|
2.06K
$125K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.63KNew |
$92.6K - $463K
|
1.63K
$98.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.61K+ 305.12% |
$91.6K - $458K
|
2.14K
$130K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 382.25% |
$90.8K - $454K
|
2.01K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.59K+ 1525.0% |
$90.4K - $452K
|
1.69K
$103K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.58K+ 400.0% |
$90.3K - $451K
|
1.98K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.58K+ 400.0% |
$89.8K - $449K
|
1.97K
$120K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.57K+ 341.3% |
$89.5K - $447K
|
2.03K
$123K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.53K+ 400.0% |
$87.3K - $437K
|
1.92K
$116K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.51K+ 478.8% |
$86.2K - $431K
|
1.83K
$111K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.51K+ 401.06% |
$86.2K - $431K
|
1.89K
$115K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.5KNew |
$85.2K - $426K
|
1.5K
$90.8K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.48K+ 400.0% |
$84.1K - $421K
|
1.85K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.47KNew |
$83.9K - $420K
|
1.47K
$89.4K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.45K+ 70.99% |
$82.6K - $413K
|
3.49K
$212K
|
|
|
May 15, 2025
Q1 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.43K+ 11.76% |
$81.5K - $408K
|
13.6K
$825K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.42K+ 307.58% |
$81K - $405K
|
1.88K
$114K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.42K+ 400.0% |
$80.9K - $405K
|
1.78K
$108K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.34K+ 387.03% |
$76.5K - $383K
|
1.69K
$103K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.34K+ 376.12% |
$76.3K - $382K
|
1.7K
$103K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.32K+ 400.0% |
$75.4K - $377K
|
1.66K
$100K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.32K+ 400.3% |
$75.3K - $376K
|
1.65K
$100K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.26K+ 400.0% |
$71.8K - $359K
|
1.58K
$95.6K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.21K+ 400.0% |
$68.8K - $344K
|
1.51K
$91.7K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.21KNew |
$68.7K - $343K
|
1.21K
$73.2K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.18K+ 400.0% |
$67.2K - $336K
|
1.48K
$89.5K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.16K+ 394.9% |
$66.2K - $331K
|
1.46K
$88.3K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.14K+ 400.0% |
$65K - $325K
|
1.43K
$86.5K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.14K+ 400.0% |
$65K - $325K
|
1.43K
$86.5K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.13K+ 370.07% |
$64.1K - $321K
|
1.43K
$86.8K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.11K+ 10.32% |
$63.1K - $316K
|
11.8K
$719K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.09K+ 400.0% |
$62K - $310K
|
1.36K
$82.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.07K+ 16.83% |
$61K - $305K
|
7.44K
$451K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.07KNew |
$60.7K - $304K
|
1.07K
$64.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
1.02K+ 400.0% |
$58.1K - $291K
|
1.28K
$77.4K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 400.0% |
$58.1K - $291K
|
1.28K
$77.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
990+ 94.56% |
$56.4K - $282K
|
2.04K
$124K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
984+ 284.39% |
$56.1K - $280K
|
1.33K
$80.7K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
979+ 453.24% |
$55.8K - $279K
|
1.2K
$72.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
959+ 83.32% |
$54.6K - $273K
|
2.11K
$128K
|