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 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2- 0.24% |
$464 - $560
|
823
$45.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$696 - $840
|
3.08K
$169K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3- 0.33% |
$696 - $840
|
913
$50.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4- 0.28% |
$928 - $1.12K
|
1.41K
$77.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5- 0.58% |
$1.16K - $1.4K
|
853
$46.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5- 0.43% |
$1.16K - $1.4K
|
1.15K
$63.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5- 2.78% |
$1.16K - $1.4K
|
175
$9.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 3.06% |
$1.39K - $1.68K
|
190
$10.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6- 0.46% |
$1.39K - $1.68K
|
1.3K
$71.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.57% |
$1.62K - $1.96K
|
1.22K
$66.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-7- 0.27% |
$1.62K - $1.96K
|
2.63K
$144K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-7- 0.01% |
$1.62K - $1.96K
|
57.4K
$3.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-7- 0.09% |
$1.62K - $1.96K
|
7.89K
$433K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8- 0.38% |
$1.86K - $2.24K
|
2.07K
$114K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-9- 0.66% |
$2.09K - $2.52K
|
1.35K
$74.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-9- 0.63% |
$2.09K - $2.52K
|
1.42K
$77.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-10- 0.17% |
$2.32K - $2.8K
|
6.05K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-11- 0.44% |
$2.55K - $3.08K
|
2.47K
$135K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-11- 0.19% |
$2.55K - $3.08K
|
5.65K
$310K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-12- 1.15% |
$2.78K - $3.36K
|
1.03K
$56.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-12- 0.03% |
$2.78K - $3.36K
|
38.3K
$2.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-12- 0.05% |
$2.78K - $3.36K
|
23.9K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12- 0.32% |
$2.78K - $3.36K
|
3.76K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12- 0.1% |
$2.78K - $3.36K
|
12.2K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-12- 0.52% |
$2.78K - $3.36K
|
2.31K
$126K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-13- 0.3% |
$3.02K - $3.64K
|
4.39K
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-13- 0.07% |
$3.02K - $3.64K
|
19.9K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-13- 0.3% |
$3.02K - $3.64K
|
4.31K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13- 1.47% |
$3.02K - $3.64K
|
874
$47.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 0.09% |
$3.25K - $3.92K
|
15.9K
$872K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-14- 0.06% |
$3.25K - $3.92K
|
24.7K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-14- 0.47% |
$3.25K - $3.92K
|
2.99K
$164K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-14- 1.12% |
$3.25K - $3.92K
|
1.24K
$67.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15- 0.56% |
$3.48K - $4.2K
|
2.64K
$145K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 7.02% |
$3.71K - $4.48K
|
212
$11.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-16- 0.33% |
$3.71K - $4.48K
|
4.84K
$265K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-16- 0.4% |
$3.71K - $4.48K
|
4K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-16- 0.75% |
$3.71K - $4.48K
|
2.11K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-17- 1.41% |
$3.94K - $4.76K
|
1.19K
$65.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-19- 1.61% |
$4.41K - $5.32K
|
1.16K
$63.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-19- 1.63% |
$4.41K - $5.32K
|
1.15K
$63K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.89% |
$4.64K - $5.6K
|
2.22K
$122K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-20- 1.33% |
$4.64K - $5.6K
|
1.49K
$81.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-20- 1.33% |
$4.64K - $5.6K
|
1.49K
$81.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-20- 0.34% |
$4.64K - $5.6K
|
5.86K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20- 0.81% |
$4.64K - $5.6K
|
2.45K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-20- 6.6% |
$4.64K - $5.6K
|
283
$15.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-21- 0.87% |
$4.87K - $5.88K
|
2.39K
$131K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-21- 1.54% |
$4.87K - $5.88K
|
1.34K
$73.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-22- 0.43% |
$5.1K - $6.16K
|
5.11K
$280K
|