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 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
628+ 400.0% |
$35.8K - $179K
|
785
$50.2K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
615+ 372.73% |
$35K - $175K
|
780
$49.8K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
600+ 400.0% |
$34.2K - $171K
|
750
$47.9K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
596+ 142.93% |
$34K - $170K
|
1.01K
$64.7K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
586New |
$33.4K - $167K
|
586
$37.4K
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
584+ 400.0% |
$33.3K - $166K
|
730
$46.6K
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
565New |
$32.2K - $161K
|
565
$36.1K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
564+ 400.0% |
$32.1K - $161K
|
705
$45K
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
552+ 400.0% |
$31.5K - $157K
|
690
$44.1K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
524+ 400.0% |
$29.9K - $149K
|
655
$41.9K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
500+ 400.0% |
$28.5K - $142K
|
625
$39.9K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
481+ 18.27% |
$27.4K - $137K
|
3.11K
$199K
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
476+ 309.09% |
$27.1K - $136K
|
630
$40.3K
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
472+ 400.0% |
$26.9K - $135K
|
590
$37.7K
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
452+ 400.0% |
$25.8K - $129K
|
565
$36.1K
|
|
Jun 17, 2024
Q1 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
452+ 400.0% |
$25.8K - $129K
|
565
$36.1K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
450+ 257.14% |
$25.6K - $128K
|
625
$39.9K
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
440+ 400.0% |
$25.1K - $125K
|
550
$35.1K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
439+ 402.75% |
$25K - $125K
|
548
$35K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
432+ 400.0% |
$24.6K - $123K
|
540
$34.5K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
425+ 531.25% |
$24.2K - $121K
|
505
$32.3K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
402+ 410.2% |
$22.9K - $115K
|
500
$32K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
385New |
$21.9K - $110K
|
385
$24.6K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
380+ 400.0% |
$21.7K - $108K
|
475
$30.4K
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
372+ 400.0% |
$21.2K - $106K
|
465
$29.7K
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
368+ 400.0% |
$21K - $105K
|
460
$29.4K
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
366+ 335.78% |
$20.9K - $104K
|
475
$30.4K
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
364+ 400.0% |
$20.7K - $104K
|
455
$29.1K
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
364+ 400.0% |
$20.7K - $104K
|
455
$29.1K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
350+ 333.33% |
$19.9K - $99.7K
|
455
$29.1K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
336+ 400.0% |
$19.1K - $95.8K
|
420
$26.8K
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
321+ 401.25% |
$18.3K - $91.5K
|
401
$25.6K
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
288+ 400.0% |
$16.4K - $82.1K
|
360
$23K
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
256+ 400.0% |
$14.6K - $73K
|
320
$20.4K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
255New |
$14.5K - $72.7K
|
255
$16.3K
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
204+ 400.0% |
$11.6K - $58.1K
|
255
$16.3K
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
200+ 400.0% |
$11.4K - $57K
|
250
$16K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
188+ 400.0% |
$10.7K - $53.6K
|
235
$15K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
176+ 400.0% |
$10K - $50.2K
|
220
$14.1K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
165+ 383.72% |
$9.4K - $47K
|
208
$13.3K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
150New |
$8.55K - $42.7K
|
150
$9.59K
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
144+ 400.0% |
$8.21K - $41K
|
180
$11.5K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
140+ 311.11% |
$7.98K - $39.9K
|
185
$11.8K
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
117New |
$6.67K - $33.3K
|
117
$7.48K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
91+ 650.0% |
$5.19K - $25.9K
|
105
$6.71K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88New |
$5.01K - $25.1K
|
88
$5.62K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
86+ 245.71% |
$4.9K - $24.5K
|
121
$7.73K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
58+ 386.67% |
$3.3K - $16.5K
|
73
$4.66K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
56+ 400.0% |
$3.19K - $16K
|
70
$4.47K
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
47+ 162.07% |
$2.68K - $13.4K
|
76
$4.86K
|