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 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-124- 85.52% |
$28.8K - $34.7K
|
21
$1.38K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-125- 0.1% |
$29K - $35K
|
121K
$7.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-125- 1.95% |
$29K - $35K
|
6.28K
$411K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-127- 8.17% |
$29.5K - $35.5K
|
1.43K
$93.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-129- 1.5% |
$29.9K - $36.1K
|
8.48K
$555K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-130- 15.31% |
$30.2K - $36.4K
|
719
$47.1K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-130- 12.07% |
$30.2K - $36.4K
|
947
$62K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-131- 7.45% |
$30.4K - $36.7K
|
1.63K
$107K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-131- 1.64% |
$30.4K - $36.7K
|
7.85K
$514K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-132- 5.74% |
$30.6K - $36.9K
|
2.17K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-134- 1.72% |
$31.1K - $37.5K
|
7.67K
$502K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-134- 0.36% |
$31.1K - $37.5K
|
36.7K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-134- 32.6% |
$31.1K - $37.5K
|
277
$18.1K
|
|
|
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
$207K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-137- 19.46% |
$31.8K - $38.3K
|
567
$37.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-137- 7.17% |
$31.8K - $38.3K
|
1.77K
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-138- 12.66% |
$32K - $38.6K
|
952
$62.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-139- 1.09% |
$32.3K - $38.9K
|
12.6K
$828K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-139- 31.59% |
$32.3K - $38.9K
|
301
$19.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-142- 0.24% |
$32.9K - $39.7K
|
58K
$3.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-143- 3.04% |
$33.2K - $40K
|
4.56K
$298K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-144- 3.51% |
$33.4K - $40.3K
|
3.96K
$259K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-144- 2.79% |
$33.4K - $40.3K
|
5.02K
$329K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-144- 2.21% |
$33.4K - $40.3K
|
6.37K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-145- 0.7% |
$33.6K - $40.6K
|
20.7K
$1.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-145- 7.76% |
$33.6K - $40.6K
|
1.72K
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-146- 1.43% |
$33.9K - $40.9K
|
10.1K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-147- 4.79% |
$34.1K - $41.1K
|
2.92K
$191K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-149- 1.98% |
$34.6K - $41.7K
|
7.39K
$484K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 0.79% |
$34.8K - $42K
|
18.8K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-150- 8.09% |
$34.8K - $42K
|
1.71K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-150- 0.96% |
$34.8K - $42K
|
15.5K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-150- 3.19% |
$34.8K - $42K
|
4.55K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150- 0.57% |
$34.8K - $42K
|
26.1K
$1.71M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-151- 3.01% |
$35K - $42.3K
|
4.87K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-154- 7.12% |
$35.7K - $43.1K
|
2.01K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-155- 17.36% |
$36K - $43.4K
|
738
$48.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-156- 8.33% |
$36.2K - $43.7K
|
1.72K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-156- 7.36% |
$36.2K - $43.7K
|
1.96K
$129K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-157- 1.6% |
$36.4K - $43.9K
|
9.68K
$634K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-157- 3.16% |
$36.4K - $43.9K
|
4.81K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-157- 2.6% |
$36.4K - $43.9K
|
5.89K
$386K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 7.09% |
$36.7K - $44.2K
|
2.07K
$135K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-159- 6.33% |
$36.9K - $44.5K
|
2.35K
$154K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-160- 4.48% |
$37.1K - $44.8K
|
3.42K
$224K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-160- 0.32% |
$37.1K - $44.8K
|
49.3K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-161- 4.26% |
$37.4K - $45.1K
|
3.62K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-161- 2.52% |
$37.4K - $45.1K
|
6.23K
$408K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-163- 0.24% |
$37.8K - $45.6K
|
67.9K
$4.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-164- 0.61% |
$38.1K - $45.9K
|
26.7K
$1.75M
|