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 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
429+ 15.33% |
$99.5K - $120K
|
3.23K
$202K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
427+ 4.43% |
$99.1K - $119K
|
10.1K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
421+ 34.88% |
$97.7K - $118K
|
1.63K
$102K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
420+ 1.3% |
$97.5K - $118K
|
32.7K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
419+ 0.82% |
$97.2K - $117K
|
51.4K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
410+ 1.65% |
$95.1K - $115K
|
25.2K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
405+ 562.5% |
$94K - $113K
|
477
$29.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
400New |
$92.8K - $112K
|
400
$25.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
399+ 3.12% |
$92.6K - $112K
|
13.2K
$826K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
399+ 2.9% |
$92.6K - $112K
|
14.1K
$886K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
394+ 13.58% |
$91.4K - $110K
|
3.3K
$207K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
393+ 2.52% |
$91.2K - $110K
|
16K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
393+ 41.68% |
$91.2K - $110K
|
1.34K
$83.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
391+ 3.26% |
$90.7K - $109K
|
12.4K
$776K
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
385+ 1.11% |
$89.3K - $108K
|
35.2K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
383New |
$88.9K - $107K
|
383
$24K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
381+ 38.68% |
$88.4K - $107K
|
1.37K
$85.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
379+ 1.3% |
$87.9K - $106K
|
29.6K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
377+ 1.55% |
$87.5K - $106K
|
24.7K
$1.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
373+ 2.61% |
$86.6K - $104K
|
14.6K
$917K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
371+ 1.07% |
$86.1K - $104K
|
34.9K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
371+ 0.36% |
$86.1K - $104K
|
104K
$6.51M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
371+ 0.94% |
$86.1K - $104K
|
39.8K
$2.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
365+ 147.77% |
$84.7K - $102K
|
612
$38.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
358+ 2.28% |
$83.1K - $100K
|
16.1K
$1.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
357+ 0.9% |
$82.8K - $99.9K
|
40.1K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
354+ 21.93% |
$82.1K - $99.1K
|
1.97K
$123K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
335+ 0.57% |
$77.7K - $93.7K
|
59.6K
$3.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
334+ 13.75% |
$77.5K - $93.5K
|
2.76K
$173K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
333+ 7.36% |
$77.3K - $93.2K
|
4.86K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
331New |
$76.8K - $92.6K
|
331
$20.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
330+ 22.68% |
$76.6K - $92.4K
|
1.79K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
329+ 3.62% |
$76.3K - $92.1K
|
9.42K
$590K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
322+ 1.85% |
$74.7K - $90.1K
|
17.8K
$1.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
321+ 1.17% |
$74.5K - $89.8K
|
27.7K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
317+ 4.33% |
$73.6K - $88.7K
|
7.64K
$479K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
314+ 32.74% |
$72.9K - $87.9K
|
1.27K
$79.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
313+ 13.9% |
$72.6K - $87.6K
|
2.57K
$161K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
312+ 3.42% |
$72.4K - $87.3K
|
9.44K
$591K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
307+ 11.37% |
$71.2K - $85.9K
|
3.01K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
302New |
$70.1K - $84.5K
|
302
$18.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
302+ 5.2% |
$70.1K - $84.5K
|
6.11K
$383K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
297+ 4.79% |
$68.9K - $83.1K
|
6.5K
$407K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
297+ 4.15% |
$68.9K - $83.1K
|
7.46K
$467K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
294+ 20.25% |
$68.2K - $82.3K
|
1.75K
$109K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
293+ 20.69% |
$68K - $82K
|
1.71K
$107K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
289+ 9.01% |
$67.1K - $80.9K
|
3.5K
$219K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
285+ 0.57% |
$66.1K - $79.8K
|
50K
$3.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
282+ 26.88% |
$65.4K - $78.9K
|
1.33K
$83.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
282+ 20.7% |
$65.4K - $78.9K
|
1.64K
$103K
|