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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
BUY
|
- |
634+ 5.5% |
$147K - $177K
|
12.2K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
623+ 23.12% |
$145K - $174K
|
3.32K
$201K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
621New |
$144K - $174K
|
621
$37.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
619+ 1.88% |
$144K - $173K
|
33.6K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
615+ 0.47% |
$143K - $172K
|
133K
$8.06M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
612+ 3.35% |
$142K - $171K
|
18.9K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
609+ 13.23% |
$141K - $170K
|
5.21K
$316K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
605+ 2.76% |
$140K - $169K
|
22.6K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
603+ 1.21% |
$140K - $169K
|
50.3K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
585New |
$136K - $164K
|
585
$35.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
578New |
$134K - $162K
|
578
$35.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
572+ 0.92% |
$133K - $160K
|
62.8K
$3.81M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
572+ 32.41% |
$133K - $160K
|
2.34K
$142K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
568+ 8.13% |
$132K - $159K
|
7.55K
$459K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
563+ 42.36% |
$131K - $158K
|
1.89K
$115K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
563+ 45.04% |
$131K - $158K
|
1.81K
$110K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
562+ 1.87% |
$130K - $157K
|
30.6K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
551+ 4.48% |
$128K - $154K
|
12.9K
$781K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
548+ 3.09% |
$127K - $153K
|
18.3K
$1.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
535+ 0.9% |
$124K - $150K
|
60.3K
$3.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
534+ 0.23% |
$124K - $149K
|
233K
$14.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
531+ 14.62% |
$123K - $149K
|
4.16K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
521+ 16.55% |
$121K - $146K
|
3.67K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
520+ 2.49% |
$121K - $146K
|
21.4K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
518+ 5.57% |
$120K - $145K
|
9.81K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
511+ 0.14% |
$119K - $143K
|
356K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
511+ 0.17% |
$119K - $143K
|
308K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
503+ 15.5% |
$117K - $141K
|
3.75K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
500New |
$116K - $140K
|
500
$30.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
495+ 2.8% |
$115K - $139K
|
18.2K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
490+ 0.59% |
$114K - $137K
|
84K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
490+ 22.63% |
$114K - $137K
|
2.66K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
488+ 2.89% |
$113K - $137K
|
17.4K
$1.06M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
488+ 35.49% |
$113K - $137K
|
1.86K
$113K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
485+ 27.43% |
$113K - $136K
|
2.25K
$137K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
484+ 5.84% |
$112K - $135K
|
8.78K
$533K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
484New |
$112K - $135K
|
484
$29.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
482+ 7.87% |
$112K - $135K
|
6.6K
$401K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
479+ 32.59% |
$111K - $134K
|
1.95K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
476New |
$110K - $133K
|
476
$28.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
475+ 14.96% |
$110K - $133K
|
3.65K
$222K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
473New |
$110K - $132K
|
473
$28.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
472+ 10.93% |
$110K - $132K
|
4.79K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
471New |
$109K - $132K
|
471
$28.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
467+ 2.01% |
$108K - $131K
|
23.7K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
465+ 1.58% |
$108K - $130K
|
30K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
463+ 1.91% |
$107K - $130K
|
24.7K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
458+ 6.77% |
$106K - $128K
|
7.22K
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
457+ 1.17% |
$106K - $128K
|
39.6K
$2.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
454+ 49.56% |
$105K - $127K
|
1.37K
$83.2K
|