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 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
197+ 3.6% |
$45.7K - $55.1K
|
5.68K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
196+ 8.74% |
$45.5K - $54.9K
|
2.44K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
196+ 2.49% |
$45.5K - $54.9K
|
8.07K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
195+ 10.83% |
$45.2K - $54.6K
|
2K
$109K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
191+ 3.09% |
$44.3K - $53.5K
|
6.36K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
190New |
$44.1K - $53.2K
|
190
$10.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
188+ 2.19% |
$43.6K - $52.6K
|
8.78K
$481K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
188+ 15.68% |
$43.6K - $52.6K
|
1.39K
$76.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
188+ 0.38% |
$43.6K - $52.6K
|
50.3K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
185New |
$42.9K - $51.8K
|
185
$10.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
184+ 9.5% |
$42.7K - $51.5K
|
2.12K
$116K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
181+ 3.25% |
$42K - $50.7K
|
5.76K
$316K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
181+ 3.25% |
$42K - $50.7K
|
5.76K
$316K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
176+ 0.44% |
$40.8K - $49.3K
|
40.1K
$2.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
175+ 3.24% |
$40.6K - $49K
|
5.57K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
174New |
$40.4K - $48.7K
|
174
$9.54K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
172+ 2.59% |
$39.9K - $48.1K
|
6.8K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
172+ 6.8% |
$39.9K - $48.1K
|
2.7K
$148K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
172+ 0.29% |
$39.9K - $48.1K
|
59.9K
$3.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
171New |
$39.7K - $47.9K
|
171
$9.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
170New |
$39.4K - $47.6K
|
170
$9.32K
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
168+ 7.34% |
$39K - $47K
|
2.46K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
167+ 7.66% |
$38.8K - $46.7K
|
2.35K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
167+ 1.54% |
$38.8K - $46.7K
|
11K
$606K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
164+ 0.57% |
$38.1K - $45.9K
|
28.9K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
162+ 9.86% |
$37.6K - $45.3K
|
1.81K
$99K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
161+ 10.62% |
$37.4K - $45.1K
|
1.68K
$92K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
159+ 16.43% |
$36.9K - $44.5K
|
1.13K
$61.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
158+ 0.73% |
$36.7K - $44.2K
|
21.9K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
154+ 33.77% |
$35.7K - $43.1K
|
610
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
150+ 0.61% |
$34.8K - $42K
|
24.6K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
148+ 0.67% |
$34.3K - $41.4K
|
22.3K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
147+ 4.14% |
$34.1K - $41.1K
|
3.7K
$203K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
147+ 3.78% |
$34.1K - $41.1K
|
4.03K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
145+ 1.05% |
$33.6K - $40.6K
|
13.9K
$764K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
144+ 2.56% |
$33.4K - $40.3K
|
5.78K
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
143+ 286.0% |
$33.2K - $40K
|
193
$10.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
141New |
$32.7K - $39.5K
|
141
$7.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
141New |
$32.7K - $39.5K
|
141
$7.73K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141+ 178.48% |
$32.7K - $39.5K
|
220
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
139+ 13.71% |
$32.3K - $38.9K
|
1.15K
$63.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
138+ 4.11% |
$32K - $38.6K
|
3.5K
$192K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
136+ 0.47% |
$31.6K - $38.1K
|
29.2K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
135+ 2.86% |
$31.3K - $37.8K
|
4.85K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
134+ 48.38% |
$31.1K - $37.5K
|
411
$22.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
132+ 0.07% |
$30.6K - $36.9K
|
182K
$9.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
131+ 0.81% |
$30.4K - $36.7K
|
16.3K
$893K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
130+ 6.49% |
$30.2K - $36.4K
|
2.13K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
129+ 0.54% |
$29.9K - $36.1K
|
24K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
127+ 5.34% |
$29.5K - $35.5K
|
2.5K
$137K
|