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 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
76+ 4.98% |
$17.6K - $21.3K
|
1.6K
$97.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
75+ 2.43% |
$17.4K - $21K
|
3.17K
$192K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
74+ 7400.0% |
$17.2K - $20.7K
|
75
$4.55K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
72New |
$16.7K - $20.1K
|
72
$4.37K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
70+ 0.39% |
$16.2K - $19.6K
|
17.9K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
70+ 0.2% |
$16.2K - $19.6K
|
35.6K
$2.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
68+ 0.53% |
$15.8K - $19K
|
12.9K
$785K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
67+ 1.79% |
$15.5K - $18.7K
|
3.81K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
66+ 4.27% |
$15.3K - $18.5K
|
1.61K
$97.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
66+ 0.25% |
$15.3K - $18.5K
|
26.9K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
65+ 3.54% |
$15.1K - $18.2K
|
1.9K
$116K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 2.86% |
$14.9K - $17.9K
|
2.3K
$140K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63New |
$14.6K - $17.6K
|
63
$3.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
62+ 1.82% |
$14.4K - $17.4K
|
3.46K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
62+ 2.63% |
$14.4K - $17.4K
|
2.42K
$147K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
61+ 0.32% |
$14.2K - $17.1K
|
19.1K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
61+ 9.19% |
$14.2K - $17.1K
|
725
$44K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
61+ 3.59% |
$14.2K - $17.1K
|
1.76K
$107K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
60+ 15.0% |
$13.9K - $16.8K
|
460
$27.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
60+ 4.41% |
$13.9K - $16.8K
|
1.42K
$86.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 6.63% |
$13.9K - $16.8K
|
965
$58.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
59+ 0.07% |
$13.7K - $16.5K
|
87.9K
$5.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58+ 2.01% |
$13.5K - $16.2K
|
2.94K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
58+ 2.66% |
$13.5K - $16.2K
|
2.24K
$136K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
57+ 1.13% |
$13.2K - $16K
|
5.11K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
57+ 3.07% |
$13.2K - $16K
|
1.92K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
56+ 1.11% |
$13K - $15.7K
|
5.11K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
56+ 0.84% |
$13K - $15.7K
|
6.72K
$408K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
54+ 0.72% |
$12.5K - $15.1K
|
7.6K
$462K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
54New |
$12.5K - $15.1K
|
54
$3.28K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
52New |
$12.1K - $14.6K
|
52
$3.16K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
52+ 0.03% |
$12.1K - $14.6K
|
160K
$9.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 0.62% |
$12.1K - $14.6K
|
8.46K
$513K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
51New |
$11.8K - $14.3K
|
51
$3.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
51+ 0.51% |
$11.8K - $14.3K
|
10.1K
$613K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 10.68% |
$11.6K - $14K
|
518
$31.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
50New |
$11.6K - $14K
|
50
$3.04K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
49+ 0.58% |
$11.4K - $13.7K
|
8.47K
$514K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
48+ 0.9% |
$11.1K - $13.4K
|
5.37K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
48+ 3.54% |
$11.1K - $13.4K
|
1.4K
$85.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
47+ 11.19% |
$10.9K - $13.2K
|
467
$28.4K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
47+ 1.12% |
$10.9K - $13.2K
|
4.24K
$257K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
47New |
$10.9K - $13.2K
|
47
$2.85K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
46New |
$10.7K - $12.9K
|
46
$2.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
46+ 0.11% |
$10.7K - $12.9K
|
40.3K
$2.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
43+ 4.52% |
$9.98K - $12K
|
994
$60.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 2.05% |
$9.98K - $12K
|
2.14K
$130K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
42+ 1.03% |
$9.75K - $11.8K
|
4.12K
$250K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
42+ 3.51% |
$9.75K - $11.8K
|
1.24K
$75.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 3.58% |
$9.75K - $11.8K
|
1.22K
$73.8K
|