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 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
339K+ 394.26% |
$19.3M - $96.7M
|
425K
$28.7M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
338K+ 394.52% |
$19.3M - $96.3M
|
424K
$28.6M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
338K+ 415.12% |
$19.2M - $96.3M
|
419K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
334K+ 443.18% |
$19M - $95.1M
|
409K
$27.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
332K+ 395.58% |
$18.9M - $94.7M
|
417K
$28.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
329K+ 423.89% |
$18.8M - $93.8M
|
407K
$27.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
327K+ 394.01% |
$18.6M - $93.1M
|
410K
$27.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
322K+ 401.18% |
$18.3M - $91.7M
|
402K
$27.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
319K+ 408.85% |
$18.2M - $90.9M
|
397K
$26.8M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
319K+ 401.2% |
$18.2M - $90.8M
|
398K
$26.9M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
319K+ 366.39% |
$18.2M - $90.8M
|
406K
$27.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
316K+ 409.32% |
$18M - $90M
|
393K
$26.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
315K+ 374.91% |
$17.9M - $89.8M
|
399K
$27M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
311K+ 398.99% |
$17.7M - $88.6M
|
389K
$26.3M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
309K+ 377.24% |
$17.6M - $88M
|
391K
$26.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
306K+ 380.93% |
$17.4M - $87.2M
|
387K
$26.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
305K+ 405.19% |
$17.4M - $87M
|
381K
$25.7M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
302K+ 396.85% |
$17.2M - $86.1M
|
378K
$25.6M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
302K+ 383.09% |
$17.2M - $86M
|
381K
$25.7M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
300K+ 422.38% |
$17.1M - $85.5M
|
371K
$25.1M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
297K+ 343.93% |
$16.9M - $84.8M
|
384K
$25.9M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
297K+ 379.81% |
$16.9M - $84.5M
|
375K
$25.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
296K+ 396.18% |
$16.9M - $84.3M
|
371K
$25M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
292K+ 418.31% |
$16.7M - $83.3M
|
362K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
291K+ 402.53% |
$16.6M - $83.1M
|
364K
$24.6M
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
290K+ 413.16% |
$16.5M - $82.7M
|
361K
$24.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
BUY
|
- |
288K+ 411.56% |
$16.4M - $82M
|
358K
$24.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
287KNew |
$16.4M - $81.9M
|
287K
$19.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
287K+ 397.0% |
$16.4M - $81.9M
|
360K
$24.3M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
286K+ 395.06% |
$16.3M - $81.6M
|
359K
$24.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
283K+ 405.04% |
$16.1M - $80.8M
|
353K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
281K+ 412.68% |
$16M - $79.9M
|
349K
$23.5M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
279K+ 400.95% |
$15.9M - $79.5M
|
349K
$23.6M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
278K+ 406.82% |
$15.9M - $79.3M
|
347K
$23.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
275K+ 407.34% |
$15.7M - $78.4M
|
343K
$23.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
275K+ 398.55% |
$15.7M - $78.3M
|
344K
$23.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
275K+ 427.69% |
$15.6M - $78.3M
|
339K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
273K+ 963.62% |
$15.6M - $77.8M
|
301K
$20.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
270K+ 352.52% |
$15.4M - $77M
|
347K
$23.4M
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
270K+ 2059.71% |
$15.4M - $77M
|
283K
$19.1M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
269K+ 385.01% |
$15.3M - $76.7M
|
339K
$22.9M
|
|
|
May 15, 2024
Q1 2024
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
268K+ 400.0% |
$15.3M - $76.5M
|
336K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
268KNew |
$15.3M - $76.4M
|
268K
$18.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
268K+ 394.38% |
$15.3M - $76.3M
|
336K
$22.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
268K+ 405.21% |
$15.2M - $76.3M
|
334K
$22.5M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
268K+ 404.96% |
$15.2M - $76.2M
|
334K
$22.5M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
267K+ 507.41% |
$15.2M - $76M
|
319K
$21.6M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
265K+ 397.93% |
$15.1M - $75.6M
|
332K
$22.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
265K+ 400.0% |
$15.1M - $75.4M
|
331K
$22.3M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
263K+ 396.93% |
$15M - $74.8M
|
329K
$22.2M
|