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 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-451- 18.95% |
$105K - $126K
|
1.93K
$106K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-451- 8.18% |
$105K - $126K
|
5.06K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-458- 20.97% |
$106K - $128K
|
1.73K
$94.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-465- 33.62% |
$108K - $130K
|
918
$50.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-470- 5.83% |
$109K - $132K
|
7.59K
$417K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-471- 4.55% |
$109K - $132K
|
9.87K
$543K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-473- 17.03% |
$110K - $132K
|
2.3K
$127K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-484- 0.75% |
$112K - $135K
|
63.9K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-484- 1.01% |
$112K - $135K
|
47.2K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-485- 6.2% |
$113K - $136K
|
7.34K
$403K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-497- 3.43% |
$115K - $139K
|
14K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-498- 21.48% |
$116K - $139K
|
1.82K
$100K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-501- 6.46% |
$116K - $140K
|
7.26K
$399K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-509- 1.55% |
$118K - $142K
|
32.2K
$1.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-509- 0.21% |
$118K - $142K
|
239K
$13.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-513- 3.12% |
$119K - $144K
|
16K
$877K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-517- 4.57% |
$120K - $145K
|
10.8K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-518- 9.49% |
$120K - $145K
|
4.94K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-522- 1.19% |
$121K - $146K
|
43.2K
$2.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-524- 3.3% |
$122K - $147K
|
15.4K
$845K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-525- 12.64% |
$122K - $147K
|
3.63K
$199K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-533- 6.26% |
$124K - $149K
|
7.98K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-533- 1.05% |
$124K - $149K
|
50.1K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-533- 27.73% |
$124K - $149K
|
1.39K
$76.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-533- 22.8% |
$124K - $149K
|
1.81K
$99.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-534- 1.77% |
$124K - $149K
|
29.7K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-534- 8.39% |
$124K - $149K
|
5.83K
$321K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-535- 12.69% |
$124K - $150K
|
3.68K
$202K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-538- 1.65% |
$125K - $151K
|
32.1K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-540- 34.73% |
$125K - $151K
|
1.02K
$55.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-557- 4.07% |
$129K - $156K
|
13.1K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-562- 0.47% |
$130K - $157K
|
120K
$6.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-564- 24.61% |
$131K - $158K
|
1.73K
$95K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-567- 3.11% |
$132K - $159K
|
17.7K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-568- 6.35% |
$132K - $159K
|
8.38K
$460K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-573- 12.2% |
$133K - $160K
|
4.12K
$227K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-574- 6.76% |
$133K - $161K
|
7.92K
$435K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-574- 1.29% |
$133K - $161K
|
43.9K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-575- 2.07% |
$133K - $161K
|
27.2K
$1.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-580- 21.7% |
$135K - $162K
|
2.09K
$115K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-583- 32.39% |
$135K - $163K
|
1.22K
$66.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-595- 23.32% |
$138K - $167K
|
1.96K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-598- 1.21% |
$139K - $167K
|
48.7K
$2.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-600- 7.69% |
$139K - $168K
|
7.2K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-602- 40.0% |
$140K - $168K
|
903
$49.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-606- 5.68% |
$141K - $170K
|
10.1K
$553K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-606- 3.36% |
$141K - $170K
|
17.4K
$958K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-613- 10.75% |
$142K - $172K
|
5.09K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-613- 16.27% |
$142K - $172K
|
3.16K
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-616- 2.76% |
$143K - $172K
|
21.7K
$1.19M
|