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 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-156- 7.36% |
$36.2K - $43.7K
|
1.96K
$109K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-157- 1.6% |
$36.4K - $43.9K
|
9.68K
$539K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-157- 3.16% |
$36.4K - $43.9K
|
4.81K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-157- 2.6% |
$36.4K - $43.9K
|
5.89K
$328K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-158- 7.09% |
$36.7K - $44.2K
|
2.07K
$115K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-159- 6.33% |
$36.9K - $44.5K
|
2.35K
$131K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-160- 4.48% |
$37.1K - $44.8K
|
3.42K
$190K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-160- 0.32% |
$37.1K - $44.8K
|
49.3K
$2.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-161- 4.26% |
$37.4K - $45.1K
|
3.62K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-161- 2.52% |
$37.4K - $45.1K
|
6.23K
$347K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-163- 0.24% |
$37.8K - $45.6K
|
67.9K
$3.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-164- 0.61% |
$38.1K - $45.9K
|
26.7K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-164- 17.48% |
$38.1K - $45.9K
|
774
$43.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-166- 6.47% |
$38.5K - $46.5K
|
2.4K
$134K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-171- 16.78% |
$39.7K - $47.9K
|
848
$47.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-172- 6.11% |
$39.9K - $48.1K
|
2.64K
$147K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-173- 5.43% |
$40.1K - $48.4K
|
3.01K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-174- 2.43% |
$40.4K - $48.7K
|
6.98K
$388K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-175- 5.16% |
$40.6K - $49K
|
3.22K
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-178- 19.39% |
$41.3K - $49.8K
|
740
$41.2K
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-178- 2.44% |
$41.3K - $49.8K
|
7.13K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-179- 16.36% |
$41.5K - $50.1K
|
915
$50.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-181- 6.19% |
$42K - $50.7K
|
2.74K
$153K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-181- 0.23% |
$42K - $50.7K
|
80.2K
$4.46M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-181- 0.37% |
$42K - $50.7K
|
49.2K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-183- 0.06% |
$42.5K - $51.2K
|
285K
$15.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-184- 10.22% |
$42.7K - $51.5K
|
1.62K
$89.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-184- 15.97% |
$42.7K - $51.5K
|
968
$53.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-185- 1.09% |
$42.9K - $51.8K
|
16.8K
$933K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-185- 1.77% |
$42.9K - $51.8K
|
10.2K
$570K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-186- 5.71% |
$43.2K - $52.1K
|
3.07K
$171K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-186- 9.44% |
$43.2K - $52.1K
|
1.78K
$99.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-188- 19.98% |
$43.6K - $52.6K
|
753
$41.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-189- 1.49% |
$43.9K - $52.9K
|
12.5K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-189- 8.51% |
$43.9K - $52.9K
|
2.03K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-189- 5.66% |
$43.9K - $52.9K
|
3.15K
$175K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-191- 3.4% |
$44.3K - $53.5K
|
5.42K
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-192- 4.06% |
$44.6K - $53.7K
|
4.54K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-193- 0.76% |
$44.8K - $54K
|
25K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-200- 11.1% |
$46.4K - $56K
|
1.6K
$89.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-200- 12.25% |
$46.4K - $56K
|
1.43K
$79.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 2.35% |
$46.4K - $56K
|
8.32K
$463K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-201- 0.92% |
$46.6K - $56.2K
|
21.7K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-202- 4.59% |
$46.9K - $56.5K
|
4.2K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-204- 1.9% |
$47.3K - $57.1K
|
10.5K
$585K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-207- 5.28% |
$48K - $57.9K
|
3.72K
$207K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-208- 7.57% |
$48.3K - $58.2K
|
2.54K
$141K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-210- 20.41% |
$48.7K - $58.8K
|
819
$45.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-211- 0.99% |
$49K - $59K
|
21.2K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-214- 1.65% |
$49.7K - $59.9K
|
12.7K
$708K
|