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 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-43- 3.49% |
$9.98K - $12K
|
1.19K
$72.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-45- 0.84% |
$10.4K - $12.6K
|
5.33K
$323K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-45- 2.68% |
$10.4K - $12.6K
|
1.63K
$99.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 1.49% |
$10.4K - $12.6K
|
2.97K
$180K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-45- 0.48% |
$10.4K - $12.6K
|
9.28K
$563K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-45- 2.04% |
$10.4K - $12.6K
|
2.16K
$131K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-45- 0.61% |
$10.4K - $12.6K
|
7.35K
$446K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-46- 2.4% |
$10.7K - $12.9K
|
1.87K
$114K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-47- 0.65% |
$10.9K - $13.2K
|
7.13K
$433K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-47- 3.26% |
$10.9K - $13.2K
|
1.4K
$84.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 1.32% |
$10.9K - $13.2K
|
3.53K
$214K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-48- 2.12% |
$11.1K - $13.4K
|
2.21K
$134K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-48- 2.9% |
$11.1K - $13.4K
|
1.61K
$97.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-48- 4.29% |
$11.1K - $13.4K
|
1.07K
$65K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-49- 0.6% |
$11.4K - $13.7K
|
8.12K
$493K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-49- 0.21% |
$11.4K - $13.7K
|
23.7K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-50- 5.34% |
$11.6K - $14K
|
886
$53.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 4.9% |
$11.6K - $14K
|
970
$58.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-50- 5.05% |
$11.6K - $14K
|
940
$57.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 2.75% |
$11.6K - $14K
|
1.77K
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-50- 0.07% |
$11.6K - $14K
|
72.4K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 5.23% |
$11.6K - $14K
|
906
$55K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-51- 0.94% |
$11.8K - $14.3K
|
5.4K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-52- 0.61% |
$12.1K - $14.6K
|
8.49K
$516K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-53- 1.65% |
$12.3K - $14.8K
|
3.15K
$191K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-55- 25.0% |
$12.8K - $15.4K
|
165
$10K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-55- 0.7% |
$12.8K - $15.4K
|
7.77K
$472K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-55- 2.91% |
$12.8K - $15.4K
|
1.84K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-55- 3.2% |
$12.8K - $15.4K
|
1.67K
$101K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-55- 1.57% |
$12.8K - $15.4K
|
3.45K
$210K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-56- 1.34% |
$13K - $15.7K
|
4.11K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-56- 1.46% |
$13K - $15.7K
|
3.77K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-56- 1.57% |
$13K - $15.7K
|
3.52K
$214K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-57- 4.36% |
$13.2K - $16K
|
1.25K
$75.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-58- 2.64% |
$13.5K - $16.2K
|
2.14K
$130K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-59- 1.34% |
$13.7K - $16.5K
|
4.36K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-59- 4.31% |
$13.7K - $16.5K
|
1.31K
$79.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-61- 0.7% |
$14.2K - $17.1K
|
8.61K
$523K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-61- 80.26% |
$14.2K - $17.1K
|
15
$911
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-63- 5.37% |
$14.6K - $17.6K
|
1.11K
$67.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-64- 6.0% |
$14.9K - $17.9K
|
1K
$60.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-64- 0.32% |
$14.9K - $17.9K
|
20.2K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-65- 2.68% |
$15.1K - $18.2K
|
2.36K
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-66- 1.09% |
$15.3K - $18.5K
|
6K
$364K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 0.38% |
$15.3K - $18.5K
|
17.5K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-66- 40.99% |
$15.3K - $18.5K
|
95
$5.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-67- 1.56% |
$15.5K - $18.7K
|
4.22K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 0.71% |
$16K - $19.3K
|
9.68K
$588K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-70- 6.6% |
$16.2K - $19.6K
|
991
$60.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-71- 0.49% |
$16.5K - $19.9K
|
14.5K
$878K
|