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
Jan 29, 2024 Q4 2023
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
750
New
$174K - $210K
750 $44.1K
Feb 13, 2024 Q4 2023
Hall Capital Management CO Inc

BUY
 -
750
New
$174K - $210K
750 $44.1K
Jan 09, 2024 Q4 2023
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
749
+ 6.76%
$174K - $210K
11.8K $696K
Mar 05, 2024 Q4 2023
Gerber, LLC

Columbus, OH
BUY
 -
748
New
$174K - $209K
748 $44K
Jan 19, 2024 Q4 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
746
New
$173K - $209K
746 $43.9K
Jan 24, 2024 Q4 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
746
New
$173K - $209K
746 $43.9K
Jan 25, 2024 Q4 2023
Moody Aldrich Partners LLC

BUY
 -
745
New
$173K - $208K
745 $43.8K
Feb 12, 2024 Q4 2023
Gold Investment Management Ltd.

Edmonton, A0
BUY
 -
745
New
$173K - $208K
745 $43.8K
Jan 19, 2024 Q4 2023
Von Berge Wealth Management Group, LLC

BUY
 -
744
New
$173K - $208K
744 $43.7K
Feb 09, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
744
+ 6.19%
$173K - $208K
12.8K $750K
Jan 31, 2024 Q4 2023
Cedar Point Capital Partners, LLC

Cedar Rapids, IA
BUY
 -
737
New
$171K - $206K
737 $43.3K
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
737
+ 7.08%
$171K - $206K
11.1K $655K
Jan 18, 2024 Q4 2023
Trueblood Wealth Management, LLC

Lima, OH
BUY
 -
734
New
$170K - $205K
734 $43.2K
Jan 25, 2024 Q4 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
732
+ 18.68%
$170K - $205K
4.65K $273K
Mar 11, 2024 Q4 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
732
+ 2.74%
$170K - $205K
27.4K $1.61M
Feb 08, 2024 Q4 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
731
+ 5.96%
$170K - $205K
13K $764K
Jan 19, 2024 Q4 2023
Columbus Macro, LLC

BUY
 -
729
New
$169K - $204K
729 $42.9K
Feb 14, 2024 Q4 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
729
New
$169K - $204K
729 $42.9K
Feb 06, 2024 Q4 2023
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
727
New
$169K - $203K
727 $42.7K
Jan 12, 2024 Q4 2023
Empirical Asset Management, LLC

BUY
 -
726
New
$168K - $203K
726 $42.7K
Feb 09, 2024 Q4 2023
Central Valley Advisors, LLC

Sacramento, CA
BUY
 -
725
New
$168K - $203K
725 $42.6K
Feb 01, 2024 Q4 2023
Bfsg, LLC

BUY
 -
724
New
$168K - $203K
724 $42.6K
Feb 05, 2024 Q4 2023
Mc Adam, LLC

BUY
 -
723
New
$168K - $202K
723 $42.5K
Feb 02, 2024 Q4 2023
Darrow Company, Inc.

BUY
 -
722
New
$168K - $202K
722 $42.5K
Jan 10, 2024 Q4 2023
Mechanics Bank Trust Department

BUY
 -
720
+ 14.6%
$167K - $201K
5.65K $332K
Feb 07, 2024 Q4 2023
Peninsula Asset Management Inc

Bradenton, FL
BUY
 -
705
+ 1.08%
$164K - $197K
66.1K $3.88M
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
703
New
$163K - $197K
703 $41.3K
Feb 09, 2024 Q4 2023
Divergent Wealth Advisors

BUY
 -
699
+ 1.1%
$162K - $196K
64.5K $3.79M
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
678
New
$157K - $190K
678 $39.9K
Feb 06, 2024 Q4 2023
Petix & Botte CO

BUY
 -
677
+ 1.09%
$157K - $189K
62.5K $3.68M
Feb 06, 2024 Q4 2023
Ellevest, Inc.

BUY
 -
676
+ 6.31%
$157K - $189K
11.4K $670K
Jan 04, 2024 Q4 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
672
+ 428.03%
$156K - $188K
829 $48.7K
Jan 23, 2024 Q4 2023
Strateg Iq Financial Group, LLC

BUY
 -
671
+ 0.78%
$156K - $188K
86.6K $5.09M
Jan 30, 2024 Q4 2023
Oakworth Capital, Inc.

BUY
 -
669
+ 11.51%
$155K - $187K
6.48K $381K
Feb 14, 2024 Q4 2023
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
668
New
$155K - $187K
668 $39.3K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
668
New
$155K - $187K
668 $39.3K
Jan 05, 2024 Q4 2023
Wela Strategies, Inc.

BUY
 -
657
+ 1.33%
$152K - $184K
50.1K $2.94M
Jan 16, 2024 Q4 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
657
+ 43.98%
$152K - $184K
2.15K $126K
Feb 07, 2024 Q4 2023
Heritage Investors Management Corp

BUY
 -
656
+ 4.85%
$152K - $184K
14.2K $834K
Jan 17, 2024 Q4 2023
Whitcomb & Hess, Inc.

BUY
 -
651
+ 1.15%
$151K - $182K
57.5K $3.38M
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
651
New
$151K - $182K
651 $38.3K
Jan 22, 2024 Q4 2023
Trust CO Of Oklahoma

BUY
 -
645
+ 4.61%
$150K - $181K
14.6K $860K
Jan 31, 2024 Q4 2023
Xponance, Inc.

BUY
 -
639
+ 52.85%
$148K - $179K
1.85K $109K
Feb 08, 2024 Q4 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
639
+ 11.41%
$148K - $179K
6.24K $367K
Jan 17, 2024 Q4 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
638
+ 4.14%
$148K - $179K
16K $943K
Feb 08, 2024 Q4 2023
My Wealth Management Inc.

BUY
 -
634
+ 5.5%
$147K - $177K
12.2K $715K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
623
+ 23.12%
$145K - $174K
3.32K $195K
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
621
New
$144K - $174K
621 $36.5K
Feb 05, 2024 Q4 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
619
+ 1.88%
$144K - $173K
33.6K $1.98M

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