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 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
920+ 400.0% |
$52.4K - $262K
|
1.15K
$69.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
875+ 2500.0% |
$49.9K - $249K
|
910
$55.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
859+ 1684.31% |
$48.9K - $245K
|
910
$55.2K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
852+ 400.0% |
$48.5K - $243K
|
1.07K
$64.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
848+ 400.0% |
$48.3K - $242K
|
1.06K
$64.4K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
840+ 400.0% |
$47.9K - $239K
|
1.05K
$63.7K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
800+ 400.0% |
$45.6K - $228K
|
1K
$60.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
774+ 401.04% |
$44.1K - $221K
|
967
$58.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
768+ 400.0% |
$43.8K - $219K
|
960
$58.3K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
760+ 400.0% |
$43.3K - $217K
|
950
$57.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
748+ 400.0% |
$42.6K - $213K
|
935
$56.8K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
746+ 392.63% |
$42.5K - $213K
|
936
$56.8K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
740+ 400.0% |
$42.2K - $211K
|
925
$56.2K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
700+ 400.0% |
$39.9K - $199K
|
875
$53.1K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
684+ 400.0% |
$39K - $195K
|
855
$51.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
659+ 107.68% |
$37.5K - $188K
|
1.27K
$77.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
657New |
$37.4K - $187K
|
657
$39.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
657+ 469.29% |
$37.4K - $187K
|
797
$48.4K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
645New |
$36.8K - $184K
|
645
$39.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
642+ 398.76% |
$36.6K - $183K
|
803
$48.8K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
628+ 400.0% |
$35.8K - $179K
|
785
$47.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
615+ 372.73% |
$35K - $175K
|
780
$47.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
600+ 400.0% |
$34.2K - $171K
|
750
$45.5K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
596+ 142.93% |
$34K - $170K
|
1.01K
$61.5K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
586New |
$33.4K - $167K
|
586
$35.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
584+ 400.0% |
$33.3K - $166K
|
730
$44.3K
|
|
|
Jun 03, 2024
Q1 2024
|
Kopp Le Roy C
Bloomington, MN |
BUY
|
- |
565New |
$32.2K - $161K
|
565
$34.3K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
564+ 400.0% |
$32.1K - $161K
|
705
$42.8K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
552+ 400.0% |
$31.5K - $157K
|
690
$41.9K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
524+ 400.0% |
$29.9K - $149K
|
655
$39.8K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
500+ 400.0% |
$28.5K - $142K
|
625
$37.9K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
481+ 18.27% |
$27.4K - $137K
|
3.11K
$189K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
476+ 309.09% |
$27.1K - $136K
|
630
$38.2K
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
475+ 0.61% |
$27.1K - $135K
|
78.5K
$4.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
472+ 400.0% |
$26.9K - $135K
|
590
$35.8K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
452+ 400.0% |
$25.8K - $129K
|
565
$34.3K
|
|
|
Jun 17, 2024
Q1 2024
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
452+ 400.0% |
$25.8K - $129K
|
565
$34.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
450+ 257.14% |
$25.6K - $128K
|
625
$37.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
440+ 400.0% |
$25.1K - $125K
|
550
$33.4K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
439+ 402.75% |
$25K - $125K
|
548
$33.3K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
432+ 400.0% |
$24.6K - $123K
|
540
$32.8K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
425+ 531.25% |
$24.2K - $121K
|
505
$30.7K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
402+ 410.2% |
$22.9K - $115K
|
500
$30.4K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
385New |
$21.9K - $110K
|
385
$23.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
380+ 400.0% |
$21.7K - $108K
|
475
$28.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
372+ 400.0% |
$21.2K - $106K
|
465
$28.2K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
368+ 400.0% |
$21K - $105K
|
460
$27.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
366+ 335.78% |
$20.9K - $104K
|
475
$28.8K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
364+ 400.0% |
$20.7K - $104K
|
455
$27.6K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
364+ 400.0% |
$20.7K - $104K
|
455
$27.6K
|