Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.32KNew |
$307K - $371K
|
1.32K
$82.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.32KNew |
$305K - $368K
|
1.32K
$82.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.31KNew |
$303K - $366K
|
1.31K
$81.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.31KNew |
$303K - $366K
|
1.31K
$81.8K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.29K+ 1.87% |
$300K - $362K
|
70.5K
$4.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.28K+ 10.48% |
$297K - $358K
|
13.5K
$844K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.28K+ 21.99% |
$296K - $357K
|
7.07K
$443K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.28K+ 110.58% |
$296K - $357K
|
2.43K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.27KNew |
$295K - $355K
|
1.27K
$79.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.27K+ 0.69% |
$294K - $354K
|
186K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.26K+ 16.34% |
$293K - $354K
|
9K
$564K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.25KNew |
$291K - $350K
|
1.25K
$78.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.25K+ 54.81% |
$289K - $349K
|
3.52K
$221K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.24K+ 121.62% |
$288K - $348K
|
2.27K
$142K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 0.88% |
$288K - $347K
|
143K
$8.94M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.24KNew |
$288K - $347K
|
1.24K
$77.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
1.23KNew |
$286K - $344K
|
1.23K
$77.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.22KNew |
$283K - $342K
|
1.22K
$76.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.22KNew |
$283K - $341K
|
1.22K
$76.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
1.21K+ 16.45% |
$281K - $339K
|
8.59K
$538K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.21KNew |
$281K - $339K
|
1.21K
$75.8K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.2KNew |
$279K - $337K
|
1.2K
$75.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.2K+ 5.7% |
$278K - $335K
|
22.2K
$1.39M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.19KNew |
$275K - $332K
|
1.19K
$74.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.18K+ 95.32% |
$274K - $331K
|
2.42K
$152K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.18K+ 36.92% |
$274K - $330K
|
4.37K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.17K+ 30.81% |
$271K - $327K
|
4.96K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.16KNew |
$270K - $326K
|
1.16K
$72.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.16K+ 0.08% |
$269K - $324K
|
1.49M
$93.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.16KNew |
$269K - $324K
|
1.16K
$72.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.15K+ 9.24% |
$267K - $322K
|
13.6K
$852K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.72% |
$264K - $318K
|
42.9K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.14KNew |
$264K - $318K
|
1.14K
$71.3K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.13KNew |
$262K - $316K
|
1.13K
$70.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.13KNew |
$262K - $316K
|
1.13K
$70.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.13KNew |
$262K - $315K
|
1.13K
$70.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.11KNew |
$258K - $311K
|
1.11K
$69.7K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.11KNew |
$258K - $311K
|
1.11K
$69.7K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.11KNew |
$258K - $311K
|
1.11K
$69.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.11K+ 34.39% |
$257K - $310K
|
4.33K
$271K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.1K+ 0.93% |
$256K - $309K
|
120K
$7.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.1K+ 1.27% |
$255K - $307K
|
87.7K
$5.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
1.1KNew |
$254K - $306K
|
1.1K
$68.6K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 8.97% |
$253K - $305K
|
13.2K
$829K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$251K - $303K
|
1.08K
$67.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.08KNew |
$251K - $303K
|
1.08K
$67.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 4.68% |
$251K - $303K
|
24.2K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.08KNew |
$250K - $301K
|
1.08K
$67.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.08K+ 6.34% |
$250K - $301K
|
18K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.07KNew |
$249K - $300K
|
1.07K
$67.1K
|