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 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
350+ 333.33% |
$19.9K - $99.7K
|
455
$27.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
336+ 400.0% |
$19.1K - $95.8K
|
420
$25.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
321+ 401.25% |
$18.3K - $91.5K
|
401
$24.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
288+ 400.0% |
$16.4K - $82.1K
|
360
$21.6K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
256+ 400.0% |
$14.6K - $73K
|
320
$19.2K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
255New |
$14.5K - $72.7K
|
255
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
204+ 400.0% |
$11.6K - $58.1K
|
255
$15.3K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
200+ 400.0% |
$11.4K - $57K
|
250
$15K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
188+ 400.0% |
$10.7K - $53.6K
|
235
$14.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
176+ 400.0% |
$10K - $50.2K
|
220
$13.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
165+ 383.72% |
$9.4K - $47K
|
208
$12.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
150New |
$8.55K - $42.7K
|
150
$9.01K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
144+ 400.0% |
$8.21K - $41K
|
180
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
140+ 311.11% |
$7.98K - $39.9K
|
185
$11.1K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
117New |
$6.67K - $33.3K
|
117
$7.02K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
91+ 650.0% |
$5.19K - $25.9K
|
105
$6.3K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88New |
$5.01K - $25.1K
|
88
$5.28K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
86+ 245.71% |
$4.9K - $24.5K
|
121
$7.26K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
58+ 386.67% |
$3.3K - $16.5K
|
73
$4.38K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
56+ 400.0% |
$3.19K - $16K
|
70
$4.2K
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
47+ 162.07% |
$2.68K - $13.4K
|
76
$4.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
46+ 418.18% |
$2.62K - $13.1K
|
57
$3.42K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
33+ 6.92% |
$1.88K - $9.4K
|
510
$30.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 13.37% |
$1.31K - $6.55K
|
195
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
18+ 33.33% |
$1.03K - $5.13K
|
72
$4.32K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15New |
$855 - $4.27K
|
15
$901
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11New |
$627 - $3.13K
|
11
$660
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
8+ 400.0% |
$456 - $2.28K
|
10
$600
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$285 - $1.42K
|
5
$300
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.02% |
$57 - $285
|
4.48K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 1.32% |
$57 - $285
|
75
$4.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-25- 18.94% |
$1.42K - $7.12K
|
107
$6.42K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-60- 0.27% |
$3.42K - $17.1K
|
22.1K
$1.32M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-117- 0.53% |
$6.67K - $33.3K
|
21.9K
$1.31M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-152- 0.28% |
$8.66K - $43.3K
|
54.1K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-175- 57.38% |
$9.97K - $49.9K
|
130
$7.81K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-231- 48.73% |
$13.2K - $65.8K
|
243
$14.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-329- 3.92% |
$18.7K - $93.8K
|
8.07K
$485K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-423- 10.42% |
$24.1K - $121K
|
3.64K
$218K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-430- 66.67% |
$24.5K - $123K
|
215
$12.9K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-576Closed |
$32.8K - $164K
|
0
$0
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-588- 3.89% |
$33.5K - $168K
|
14.5K
$872K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-739- 6.53% |
$42.1K - $211K
|
10.6K
$635K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-751- 66.52% |
$42.8K - $214K
|
378
$22.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-848- 7.22% |
$48.3K - $242K
|
10.9K
$654K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-984- 1.5% |
$56.1K - $280K
|
64.7K
$3.88M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.15K- 17.82% |
$65.4K - $327K
|
5.29K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.39K- 24.39% |
$79K - $395K
|
4.3K
$258K
|