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 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-112- 2.23% |
$26K - $31.3K
|
4.91K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-113- 0.36% |
$26.2K - $31.6K
|
31.5K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-113- 9.74% |
$26.2K - $31.6K
|
1.05K
$57.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-113- 4.04% |
$26.2K - $31.6K
|
2.68K
$147K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-116- 11.42% |
$26.9K - $32.5K
|
900
$49.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-117- 9.28% |
$27.1K - $32.7K
|
1.14K
$62.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-118- 6.2% |
$27.4K - $33K
|
1.79K
$98.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-119- 17.63% |
$27.6K - $33.3K
|
556
$30.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-122- 3.47% |
$28.3K - $34.1K
|
3.39K
$187K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-123- 8.59% |
$28.5K - $34.4K
|
1.31K
$72K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-123- 7.24% |
$28.5K - $34.4K
|
1.58K
$86.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-124- 85.52% |
$28.8K - $34.7K
|
21
$1.15K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-125- 0.1% |
$29K - $35K
|
121K
$6.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-125- 1.95% |
$29K - $35K
|
6.28K
$345K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-127- 8.17% |
$29.5K - $35.5K
|
1.43K
$78.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-129- 1.5% |
$29.9K - $36.1K
|
8.48K
$466K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-130- 15.31% |
$30.2K - $36.4K
|
719
$39.5K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-130- 12.07% |
$30.2K - $36.4K
|
947
$52.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-131- 7.45% |
$30.4K - $36.7K
|
1.63K
$89.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-131- 1.64% |
$30.4K - $36.7K
|
7.85K
$432K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-132- 5.74% |
$30.6K - $36.9K
|
2.17K
$119K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 1.72% |
$31.1K - $37.5K
|
7.67K
$422K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-134- 0.36% |
$31.1K - $37.5K
|
36.7K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-134- 32.6% |
$31.1K - $37.5K
|
277
$15.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-136- 4.13% |
$31.6K - $38.1K
|
3.16K
$174K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-137- 19.46% |
$31.8K - $38.3K
|
567
$31.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-137- 7.17% |
$31.8K - $38.3K
|
1.77K
$97.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-138- 12.66% |
$32K - $38.6K
|
952
$52.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-139- 1.09% |
$32.3K - $38.9K
|
12.6K
$695K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-139- 31.59% |
$32.3K - $38.9K
|
301
$16.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-142- 0.24% |
$32.9K - $39.7K
|
58K
$3.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-143- 3.04% |
$33.2K - $40K
|
4.56K
$250K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-144- 3.51% |
$33.4K - $40.3K
|
3.96K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-144- 2.79% |
$33.4K - $40.3K
|
5.02K
$276K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-144- 2.21% |
$33.4K - $40.3K
|
6.37K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-145- 0.7% |
$33.6K - $40.6K
|
20.7K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-145- 7.76% |
$33.6K - $40.6K
|
1.72K
$94.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-146- 1.43% |
$33.9K - $40.9K
|
10.1K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-147- 4.79% |
$34.1K - $41.1K
|
2.92K
$161K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-149- 1.98% |
$34.6K - $41.7K
|
7.39K
$406K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 0.79% |
$34.8K - $42K
|
18.8K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-150- 8.09% |
$34.8K - $42K
|
1.71K
$93.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-150- 0.96% |
$34.8K - $42K
|
15.5K
$851K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-150- 3.19% |
$34.8K - $42K
|
4.55K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150- 0.57% |
$34.8K - $42K
|
26.1K
$1.44M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-151- 3.01% |
$35K - $42.3K
|
4.87K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-154- 7.12% |
$35.7K - $43.1K
|
2.01K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-155- 17.36% |
$36K - $43.4K
|
738
$40.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-156- 8.33% |
$36.2K - $43.7K
|
1.72K
$94.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-156- 7.36% |
$36.2K - $43.7K
|
1.96K
$108K
|