Purchases and Sales Made in Q4 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.08K
+ 4.68%
$251K - $303K
24.2K $1.33M
Jan 22, 2024 Q4 2023
Veracity Capital LLC

BUY
 -
1.08K
New
$250K - $301K
1.08K $59.2K
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

BUY
 -
1.08K
+ 6.34%
$250K - $301K
18K $992K
Feb 14, 2024 Q4 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
1.07K
New
$249K - $300K
1.07K $58.9K
Feb 08, 2024 Q4 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
1.07K
+ 17.61%
$248K - $299K
7.15K $393K
Feb 05, 2024 Q4 2023
Riverpoint Wealth Management Holdings, LLC

BUY
 -
1.06K
+ 2.84%
$246K - $297K
38.4K $2.11M
Feb 08, 2024 Q4 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
1.06K
+ 7.62%
$245K - $296K
14.9K $820K
Jan 22, 2024 Q4 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
1.05K
+ 0.88%
$244K - $295K
121K $6.65M
Feb 14, 2024 Q4 2023
Rothschild Capital Partners, LLC

New York, NY
BUY
 -
1.05K
New
$243K - $293K
1.05K $57.5K
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
1.04K
+ 0.59%
$242K - $292K
179K $9.86M
Jan 12, 2024 Q4 2023
Willis Johnson & Associates, Inc.

BUY
 -
1.04K
+ 9.39%
$241K - $291K
12.1K $666K
Feb 07, 2024 Q4 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
1.03K
New
$240K - $289K
1.03K $56.8K
Feb 02, 2024 Q4 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
1.03K
+ 2.36%
$238K - $287K
44.6K $2.45M
Mar 18, 2024 Q4 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
1.02K
+ 38.7%
$236K - $285K
3.65K $200K
Jan 18, 2024 Q4 2023
Brookmont Capital Management

Dallas, TX
BUY
 -
1.01K
+ 27.33%
$235K - $283K
4.72K $259K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
1.01K
+ 3.61%
$234K - $283K
29K $1.59M
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1.01K
+ 1.54%
$234K - $282K
66.4K $3.65M
Feb 06, 2024 Q4 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
1K
+ 2.45%
$233K - $281K
42K $2.31M
Feb 06, 2024 Q4 2023
Legacy Financial Advisors, Inc.

BUY
 -
1K
+ 12.59%
$233K - $281K
8.98K $494K
Jan 18, 2024 Q4 2023
Cutler Group LP

BUY
 -
1K
New
$232K - $280K
1K $55K
Jan 18, 2024 Q4 2023
Successful Portfolios LLC

BUY
 -
999
New
$232K - $280K
999 $54.9K
Feb 09, 2024 Q4 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
987
+ 3.3%
$229K - $276K
30.9K $1.7M
Feb 08, 2024 Q4 2023
Cosner Financial Group, LLC

Fort Collins, CO
BUY
 -
982
+ 28.77%
$228K - $275K
4.4K $242K
Feb 07, 2024 Q4 2023
Arcataur Capital Management LLC

Milwaukee, WI
BUY
 -
977
+ 1.19%
$227K - $273K
83K $4.56M
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
974
+ 22.18%
$226K - $273K
5.37K $295K
Feb 08, 2024 Q4 2023
Orin Green Financial, LLC

BUY
 -
968
+ 1.59%
$225K - $271K
61.8K $3.4M
Feb 26, 2024 Q4 2023
Centaurus Financial, Inc.

BUY
 -
967
+ 2.49%
$224K - $271K
39.8K $2.19M
Jan 22, 2024 Q4 2023
Landmark Wealth Management, LLC

BUY
 -
958
+ 7.26%
$222K - $268K
14.2K $778K
Feb 12, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
957
New
$222K - $268K
957 $52.6K
Feb 05, 2024 Q4 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
956
New
$222K - $268K
956 $52.6K
Aug 28, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
956
New
$222K - $268K
956 $52.6K
Jan 29, 2024 Q4 2023
Ironwood Wealth Management, Llc.

BUY
 -
954
+ 2.07%
$221K - $267K
47K $2.59M
Jan 11, 2024 Q4 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
953
New
$221K - $267K
953 $52.4K
Dec 26, 2024 Q4 2023
Penney Financial, LLC

Houston, TX
BUY
 -
951
New
$221K - $266K
951 $52.3K
Feb 14, 2024 Q4 2023
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
950
New
$220K - $266K
950 $52.2K
Feb 07, 2024 Q4 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
946
+ 2.0%
$220K - $265K
48.3K $2.65M
Jan 23, 2024 Q4 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
945
New
$219K - $264K
945 $52K
Feb 14, 2024 Q4 2023
Canopy Partners, LLC

Terrace Park, OH
BUY
 -
937
New
$217K - $262K
937 $51.5K
Jan 26, 2024 Q4 2023
Executive Wealth Management, LLC

BUY
 -
933
+ 56.17%
$216K - $261K
2.59K $143K
Feb 13, 2024 Q4 2023
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
933
New
$216K - $261K
933 $51.3K
Feb 09, 2024 Q4 2023
Tsa Wealth Managment LLC

Houston, TX
BUY
 -
927
New
$215K - $259K
927 $51K
Jan 08, 2024 Q4 2023
Strong Box Wealth, LLC

BUY
 -
924
+ 19.56%
$214K - $259K
5.65K $311K
Mar 05, 2024 Q4 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
924
+ 101.76%
$214K - $259K
1.83K $101K
Feb 15, 2024 Q4 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
923
+ 1.59%
$214K - $258K
59K $3.24M
Feb 08, 2024 Q4 2023
Amg National Trust Bank

BUY
 -
917
+ 2.51%
$213K - $257K
37.5K $2.06M
Feb 01, 2024 Q4 2023
Sentry LLC

Memphis, TN
BUY
 -
915
New
$212K - $256K
915 $50.3K
Jan 18, 2024 Q4 2023
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
914
+ 1.19%
$212K - $256K
78K $4.29M
Jan 17, 2024 Q4 2023
Alhambra Investment Partners LLC

BUY
 -
911
+ 14.73%
$211K - $255K
7.09K $390K
Jan 04, 2024 Q4 2023
Fulton Bank, N.A.

BUY
 -
910
+ 17.86%
$211K - $255K
6.01K $330K

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