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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.09K+ 8.97% |
$253K - $305K
|
13.2K
$803K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$251K - $303K
|
1.08K
$65.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.08KNew |
$251K - $303K
|
1.08K
$65.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 4.68% |
$251K - $303K
|
24.2K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.08KNew |
$250K - $301K
|
1.08K
$65.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.08K+ 6.34% |
$250K - $301K
|
18K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.07KNew |
$249K - $300K
|
1.07K
$65K
|
|
|
Feb 08, 2024
Q4 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.07K+ 17.61% |
$248K - $299K
|
7.15K
$434K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.06K+ 2.84% |
$246K - $297K
|
38.4K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 7.62% |
$245K - $296K
|
14.9K
$906K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.05K+ 0.88% |
$244K - $295K
|
121K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$243K - $293K
|
1.05K
$63.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.04K+ 0.59% |
$242K - $292K
|
179K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.04K+ 15.62% |
$242K - $291K
|
7.7K
$468K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.04K+ 9.39% |
$241K - $291K
|
12.1K
$736K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.03KNew |
$240K - $289K
|
1.03K
$62.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.03K+ 2.36% |
$238K - $287K
|
44.6K
$2.71M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.02K+ 38.7% |
$236K - $285K
|
3.65K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1.01K+ 27.33% |
$235K - $283K
|
4.72K
$286K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.01K+ 3.61% |
$234K - $283K
|
29K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.01K+ 1.54% |
$234K - $282K
|
66.4K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1K+ 2.45% |
$233K - $281K
|
42K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1K+ 12.59% |
$233K - $281K
|
8.98K
$545K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
1KNew |
$232K - $280K
|
1K
$60.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
999New |
$232K - $280K
|
999
$60.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
987+ 3.3% |
$229K - $276K
|
30.9K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
982+ 28.77% |
$228K - $275K
|
4.4K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
977+ 1.19% |
$227K - $273K
|
83K
$5.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
974+ 22.18% |
$226K - $273K
|
5.37K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
968+ 1.59% |
$225K - $271K
|
61.8K
$3.75M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
967+ 2.49% |
$224K - $271K
|
39.8K
$2.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
958+ 7.26% |
$222K - $268K
|
14.2K
$859K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
957New |
$222K - $268K
|
957
$58.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
956New |
$222K - $268K
|
956
$58K
|
|
|
Aug 28, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
956New |
$222K - $268K
|
956
$58K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
954+ 2.07% |
$221K - $267K
|
47K
$2.86M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
953New |
$221K - $267K
|
953
$57.9K
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
951New |
$221K - $266K
|
951
$57.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
950New |
$220K - $266K
|
950
$57.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
946+ 2.0% |
$220K - $265K
|
48.3K
$2.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
945New |
$219K - $264K
|
945
$57.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
937New |
$217K - $262K
|
937
$56.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
933+ 56.17% |
$216K - $261K
|
2.59K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
933New |
$216K - $261K
|
933
$56.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
927New |
$215K - $259K
|
927
$56.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
924+ 19.56% |
$214K - $259K
|
5.65K
$343K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
924+ 101.76% |
$214K - $259K
|
1.83K
$111K
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
923+ 1.59% |
$214K - $258K
|
59K
$3.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
917+ 2.51% |
$213K - $257K
|
37.5K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
915New |
$212K - $256K
|
915
$55.5K
|