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 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.45K+ 70.99% |
$82.6K - $413K
|
3.49K
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.42K+ 307.58% |
$81K - $405K
|
1.88K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.42K+ 400.0% |
$80.9K - $405K
|
1.78K
$116K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.34K+ 387.03% |
$76.5K - $383K
|
1.69K
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.34K+ 376.12% |
$76.3K - $382K
|
1.7K
$111K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.32K+ 400.0% |
$75.4K - $377K
|
1.66K
$108K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.32K+ 400.3% |
$75.3K - $376K
|
1.65K
$108K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.26K+ 400.0% |
$71.8K - $359K
|
1.58K
$103K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.21K+ 400.0% |
$68.8K - $344K
|
1.51K
$98.5K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
1.21KNew |
$68.7K - $343K
|
1.21K
$78.6K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1.18K+ 400.0% |
$67.2K - $336K
|
1.48K
$96.2K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.16K+ 394.9% |
$66.2K - $331K
|
1.46K
$94.9K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.14K+ 400.0% |
$65K - $325K
|
1.43K
$93K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.14K+ 400.0% |
$65K - $325K
|
1.43K
$93K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.13K+ 370.07% |
$64.1K - $321K
|
1.43K
$93.2K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.11K+ 10.32% |
$63.1K - $316K
|
11.8K
$773K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.09K+ 400.0% |
$62K - $310K
|
1.36K
$88.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.07K+ 16.83% |
$61K - $305K
|
7.44K
$485K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.07KNew |
$60.7K - $304K
|
1.07K
$69.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
1.02K+ 400.0% |
$58.1K - $291K
|
1.28K
$83.2K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 400.0% |
$58.1K - $291K
|
1.28K
$83.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
990+ 94.56% |
$56.4K - $282K
|
2.04K
$133K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
984+ 284.39% |
$56.1K - $280K
|
1.33K
$86.8K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
979+ 453.24% |
$55.8K - $279K
|
1.2K
$78K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
959+ 83.32% |
$54.6K - $273K
|
2.11K
$138K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
920+ 400.0% |
$52.4K - $262K
|
1.15K
$75K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
875+ 2500.0% |
$49.9K - $249K
|
910
$59.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
859+ 1684.31% |
$48.9K - $245K
|
910
$59.4K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
852+ 400.0% |
$48.5K - $243K
|
1.07K
$69.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
848+ 400.0% |
$48.3K - $242K
|
1.06K
$69.2K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
840+ 400.0% |
$47.9K - $239K
|
1.05K
$68.5K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
800+ 400.0% |
$45.6K - $228K
|
1K
$65.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
774+ 401.04% |
$44.1K - $221K
|
967
$63.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
768+ 400.0% |
$43.8K - $219K
|
960
$62.6K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
760+ 400.0% |
$43.3K - $217K
|
950
$62K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
748+ 400.0% |
$42.6K - $213K
|
935
$61K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
746+ 392.63% |
$42.5K - $213K
|
936
$61.1K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
740+ 400.0% |
$42.2K - $211K
|
925
$60.4K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
700+ 400.0% |
$39.9K - $199K
|
875
$57.1K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
684+ 400.0% |
$39K - $195K
|
855
$55.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
659+ 107.68% |
$37.5K - $188K
|
1.27K
$82.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
657New |
$37.4K - $187K
|
657
$42.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
657+ 469.29% |
$37.4K - $187K
|
797
$52K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
645New |
$36.8K - $184K
|
645
$42.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
642+ 398.76% |
$36.6K - $183K
|
803
$52.4K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
628+ 400.0% |
$35.8K - $179K
|
785
$51.2K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
615+ 372.73% |
$35K - $175K
|
780
$50.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
600+ 400.0% |
$34.2K - $171K
|
750
$48.9K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
596+ 142.93% |
$34K - $170K
|
1.01K
$66.1K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
586New |
$33.4K - $167K
|
586
$38.2K
|