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 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.72% |
$3.48K - $4.2K
|
2.08K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14New |
$3.25K - $3.92K
|
14
$768
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
14+ 0.65% |
$3.25K - $3.92K
|
2.16K
$119K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14+ 3.47% |
$3.25K - $3.92K
|
417
$22.9K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
13+ 1.47% |
$3.02K - $3.64K
|
898
$49.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
13+ 0.05% |
$3.02K - $3.64K
|
25.3K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.41% |
$3.02K - $3.64K
|
3.16K
$173K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.42% |
$2.78K - $3.36K
|
2.9K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
12+ 0.94% |
$2.78K - $3.36K
|
1.29K
$70.7K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
11+ 0.35% |
$2.55K - $3.08K
|
3.15K
$173K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
11+ 0.8% |
$2.55K - $3.08K
|
1.38K
$75.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
11+ 0.41% |
$2.55K - $3.08K
|
2.71K
$149K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.19% |
$2.55K - $3.08K
|
5.76K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
11+ 0.93% |
$2.55K - $3.08K
|
1.19K
$65.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 0.26% |
$2.55K - $3.08K
|
4.18K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
11+ 0.87% |
$2.55K - $3.08K
|
1.27K
$69.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
10+ 0.72% |
$2.32K - $2.8K
|
1.4K
$76.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10+ 0.87% |
$2.32K - $2.8K
|
1.15K
$63.3K
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.61% |
$2.32K - $2.8K
|
1.64K
$90K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
10+ 0.47% |
$2.32K - $2.8K
|
2.13K
$117K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 3.27% |
$2.32K - $2.8K
|
316
$17.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
10+ 0.18% |
$2.32K - $2.8K
|
5.5K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 1.48% |
$2.32K - $2.8K
|
684
$37.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
9+ 0.16% |
$2.09K - $2.52K
|
5.55K
$304K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.75% |
$2.09K - $2.52K
|
1.21K
$66.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9+ 0.39% |
$2.09K - $2.52K
|
2.32K
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
9+ 0.49% |
$2.09K - $2.52K
|
1.85K
$101K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
BUY
|
- |
9+ 0.18% |
$2.09K - $2.52K
|
5.03K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
9+ 0.41% |
$2.09K - $2.52K
|
2.21K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.46% |
$2.09K - $2.52K
|
1.96K
$108K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
9+ 0.33% |
$2.09K - $2.52K
|
2.71K
$149K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.97% |
$1.86K - $2.24K
|
835
$45.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
8+ 0.88% |
$1.86K - $2.24K
|
920
$50.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.88% |
$1.86K - $2.24K
|
912
$50K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8+ 0.04% |
$1.86K - $2.24K
|
22.6K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8+ 0.7% |
$1.86K - $2.24K
|
1.15K
$63.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
8+ 0.63% |
$1.86K - $2.24K
|
1.27K
$69.9K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
8+ 0.06% |
$1.86K - $2.24K
|
13.7K
$753K
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7+ 0.77% |
$1.62K - $1.96K
|
911
$50K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
7+ 0.82% |
$1.62K - $1.96K
|
856
$47K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6+ 0.63% |
$1.39K - $1.68K
|
959
$52.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6+ 0.07% |
$1.39K - $1.68K
|
8.59K
$471K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$1.39K - $1.68K
|
6
$329
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5+ 0.09% |
$1.16K - $1.4K
|
5.27K
$289K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
5+ 0.02% |
$1.16K - $1.4K
|
25.6K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
5+ 0.07% |
$1.16K - $1.4K
|
6.99K
$383K
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
5+ 0.61% |
$1.16K - $1.4K
|
827
$45.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
4+ 0.13% |
$928 - $1.12K
|
2.98K
$163K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.22% |
$928 - $1.12K
|
1.8K
$98.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4+ 0.39% |
$928 - $1.12K
|
1.04K
$56.9K
|