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 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-617- 1.68% |
$143K - $173K
|
36.1K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-617- 0.36% |
$143K - $173K
|
169K
$9.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-632- 44.32% |
$147K - $177K
|
794
$43.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-633- 4.12% |
$147K - $177K
|
14.7K
$810K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-633- 6.47% |
$147K - $177K
|
9.15K
$503K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-637- 0.92% |
$148K - $178K
|
68.9K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-637- 13.92% |
$148K - $178K
|
3.94K
$217K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-638- 0.73% |
$148K - $179K
|
86.4K
$4.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-639- 26.76% |
$148K - $179K
|
1.75K
$96.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-645- 1.13% |
$150K - $181K
|
56.6K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-645- 4.16% |
$150K - $181K
|
14.9K
$818K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-651- 1.9% |
$151K - $182K
|
33.6K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-659- 24.19% |
$153K - $184K
|
2.07K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-660- 16.74% |
$153K - $185K
|
3.28K
$180K
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
SELL
|
- |
-667- 0.42% |
$155K - $187K
|
156K
$8.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-668- 31.63% |
$155K - $187K
|
1.44K
$79.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-673- 3.29% |
$156K - $188K
|
19.8K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-679- 8.57% |
$158K - $190K
|
7.24K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-683- 3.81% |
$158K - $191K
|
17.2K
$948K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-707- 4.82% |
$164K - $198K
|
14K
$767K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-710- 0.51% |
$165K - $199K
|
140K
$7.67M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-712- 8.88% |
$165K - $199K
|
7.3K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-718- 2.12% |
$167K - $201K
|
33.1K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-720- 3.17% |
$167K - $201K
|
22K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-721- 48.07% |
$167K - $202K
|
779
$42.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-725- 5.02% |
$168K - $203K
|
13.7K
$755K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-730- 17.8% |
$169K - $204K
|
3.37K
$185K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-736- 1.32% |
$171K - $206K
|
54.9K
$3.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-739- 0.67% |
$171K - $207K
|
110K
$6.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-743- 4.15% |
$172K - $208K
|
17.1K
$943K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-750- 37.35% |
$174K - $210K
|
1.26K
$69.2K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-751- 2.89% |
$174K - $210K
|
25.3K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-754- 1.07% |
$175K - $211K
|
69.9K
$3.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-762- 4.15% |
$177K - $213K
|
17.6K
$967K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-767- 7.58% |
$178K - $215K
|
9.35K
$514K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-775- 5.12% |
$180K - $217K
|
14.4K
$789K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-789- 5.36% |
$183K - $221K
|
13.9K
$766K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-794- 98.02% |
$184K - $222K
|
16
$880
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-795- 6.92% |
$184K - $222K
|
10.7K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-798- 5.28% |
$185K - $223K
|
14.3K
$787K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-807- 3.35% |
$187K - $226K
|
23.3K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-812- 4.08% |
$188K - $227K
|
19.1K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-813- 7.63% |
$189K - $228K
|
9.85K
$541K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-820- 3.87% |
$190K - $229K
|
20.4K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-831- 25.82% |
$193K - $233K
|
2.39K
$131K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-832- 41.17% |
$193K - $233K
|
1.19K
$65.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-838- 3.94% |
$194K - $235K
|
20.4K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-858- 0.72% |
$199K - $240K
|
118K
$6.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-863- 4.49% |
$200K - $242K
|
18.4K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-870- 46.98% |
$202K - $243K
|
982
$54K
|