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 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-21- 1.54% |
$4.87K - $5.88K
|
1.34K
$81.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-22- 0.43% |
$5.1K - $6.16K
|
5.11K
$310K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-22- 0.39% |
$5.1K - $6.16K
|
5.62K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-22- 0.51% |
$5.1K - $6.16K
|
4.26K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-22- 1.43% |
$5.1K - $6.16K
|
1.51K
$91.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-25- 0.17% |
$5.8K - $7K
|
14.7K
$895K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-25- 2.96% |
$5.8K - $7K
|
820
$49.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-25- 0.12% |
$5.8K - $7K
|
20.4K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-25- 0.05% |
$5.8K - $7K
|
51.6K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-26- 2.37% |
$6.03K - $7.28K
|
1.07K
$65K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-27- 0.49% |
$6.27K - $7.56K
|
5.5K
$334K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-28- 1.63% |
$6.5K - $7.84K
|
1.7K
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-28- 2.83% |
$6.5K - $7.84K
|
963
$58.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-28- 0.15% |
$6.5K - $7.84K
|
18.5K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-28- 1.1% |
$6.5K - $7.84K
|
2.52K
$153K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-28- 2.32% |
$6.5K - $7.84K
|
1.18K
$71.5K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-28- 2.44% |
$6.5K - $7.84K
|
1.12K
$68.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-29- 3.55% |
$6.73K - $8.12K
|
787
$47.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-29- 0.63% |
$6.73K - $8.12K
|
4.58K
$278K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.94% |
$6.73K - $8.12K
|
3.07K
$187K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-29- 1.73% |
$6.73K - $8.12K
|
1.65K
$99.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-30- 2.92% |
$6.96K - $8.4K
|
996
$60.5K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-32- 0.14% |
$7.43K - $8.96K
|
22.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-33- 4.17% |
$7.66K - $9.24K
|
759
$46.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-34- 1.58% |
$7.89K - $9.51K
|
2.11K
$128K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-34- 1.79% |
$7.89K - $9.51K
|
1.86K
$113K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-35- 0.61% |
$8.12K - $9.79K
|
5.69K
$345K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-36- 0.05% |
$8.35K - $10.1K
|
74.7K
$4.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-36- 0.14% |
$8.35K - $10.1K
|
26.3K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-36- 2.6% |
$8.35K - $10.1K
|
1.35K
$81.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-38- 1.39% |
$8.82K - $10.6K
|
2.69K
$164K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-38- 1.94% |
$8.82K - $10.6K
|
1.92K
$117K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-38- 2.62% |
$8.82K - $10.6K
|
1.41K
$85.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-38- 0.91% |
$8.82K - $10.6K
|
4.14K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-39- 3.16% |
$9.05K - $10.9K
|
1.2K
$72.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-39- 0.2% |
$9.05K - $10.9K
|
19.9K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-39- 3.23% |
$9.05K - $10.9K
|
1.17K
$71K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-40- 4.69% |
$9.28K - $11.2K
|
812
$49.3K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40- 1.91% |
$9.28K - $11.2K
|
2.05K
$124K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40- 1.78% |
$9.28K - $11.2K
|
2.2K
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-40- 2.6% |
$9.28K - $11.2K
|
1.5K
$91K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 1.49% |
$9.51K - $11.5K
|
2.7K
$164K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-41- 1.21% |
$9.51K - $11.5K
|
3.34K
$203K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-41- 0.55% |
$9.51K - $11.5K
|
7.35K
$446K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-42- 4.62% |
$9.75K - $11.8K
|
867
$52.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-42- 1.43% |
$9.75K - $11.8K
|
2.89K
$175K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-42- 0.24% |
$9.75K - $11.8K
|
17.8K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-42- 0.23% |
$9.75K - $11.8K
|
18.1K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-42- 0.72% |
$9.75K - $11.8K
|
5.77K
$350K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-43- 1.2% |
$9.98K - $12K
|
3.53K
$214K
|