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 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-6.71K- 67.84% |
$382K - $1.91M
|
3.18K
$185K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-9.14K- 70.85% |
$521K - $2.6M
|
3.76K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-11K- 4.49% |
$628K - $3.14M
|
235K
$13.7M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-15.8K- 50.74% |
$900K - $4.5M
|
15.3K
$893K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-20.2K- 70.17% |
$1.15M - $5.76M
|
8.59K
$500K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-25.6K- 86.68% |
$1.46M - $7.29M
|
3.93K
$229K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27K- 0.07% |
$1.54M - $7.69M
|
38M
$2.21B
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-27.1K- 55.0% |
$1.55M - $7.73M
|
22.2K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-30.9K- 57.04% |
$1.76M - $8.81M
|
23.3K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-36.5K- 28.24% |
$2.08M - $10.4M
|
92.9K
$5.41M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-48.1K- 83.36% |
$2.74M - $13.7M
|
9.6K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-56.8K- 65.53% |
$3.24M - $16.2M
|
29.9K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-68.1K- 35.7% |
$3.88M - $19.4M
|
123K
$7.14M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-135K- 16.5% |
$7.68M - $38.4M
|
683K
$39.7M
|
|
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-135K- 16.5% |
$7.68M - $38.4M
|
683K
$39.7M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-148K- 54.46% |
$8.44M - $42.2M
|
124K
$7.21M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1M- 4.5% |
$57.2M - $286M
|
21.3M
$1.24B
|