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 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-871- 1.57% |
$202K - $244K
|
54.5K
$3M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-871- 53.77% |
$202K - $244K
|
749
$41.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-879- 35.66% |
$204K - $246K
|
1.59K
$87.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-885- 1.74% |
$205K - $248K
|
50K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-886- 7.57% |
$206K - $248K
|
10.8K
$595K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-894- 1.26% |
$207K - $250K
|
70.3K
$3.86M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-902- 27.98% |
$209K - $252K
|
2.32K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-923- 6.43% |
$214K - $258K
|
13.4K
$739K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-928- 0.68% |
$215K - $260K
|
135K
$7.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-939- 7.87% |
$218K - $263K
|
11K
$605K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-954- 6.74% |
$221K - $267K
|
13.2K
$726K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-958- 20.16% |
$222K - $268K
|
3.79K
$209K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-988- 38.12% |
$229K - $276K
|
1.6K
$88.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-998- 12.56% |
$232K - $279K
|
6.95K
$382K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.01K- 15.04% |
$233K - $282K
|
5.68K
$312K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.03K- 50.12% |
$239K - $289K
|
1.03K
$56.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.04K- 7.86% |
$242K - $291K
|
12.2K
$671K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.05K- 27.12% |
$244K - $294K
|
2.82K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 0.08% |
$244K - $294K
|
1.25M
$68.9M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.06K- 2.86% |
$245K - $296K
|
36K
$1.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.06K- 5.72% |
$246K - $297K
|
17.5K
$961K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.07K- 39.59% |
$248K - $299K
|
1.63K
$89.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.09K- 0.81% |
$253K - $305K
|
133K
$7.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.1K- 19.64% |
$254K - $307K
|
4.48K
$247K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-1.1K- 2.86% |
$255K - $308K
|
37.3K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.1K- 7.21% |
$255K - $308K
|
14.2K
$779K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.11K- 2.58% |
$257K - $310K
|
41.8K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.11K- 3.65% |
$257K - $310K
|
29.2K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.15K- 14.03% |
$266K - $321K
|
7.04K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.15K- 22.72% |
$266K - $321K
|
3.91K
$215K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.15K- 29.54% |
$267K - $322K
|
2.74K
$151K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.16K- 31.37% |
$269K - $325K
|
2.54K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.16K- 10.12% |
$270K - $325K
|
10.3K
$568K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.16K- 9.15% |
$270K - $326K
|
11.6K
$635K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-1.18K- 3.59% |
$273K - $329K
|
31.6K
$1.74M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.18K- 9.82% |
$274K - $330K
|
10.8K
$595K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.18K- 4.99% |
$275K - $331K
|
22.5K
$1.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.19K- 1.17% |
$276K - $333K
|
101K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 6.31% |
$279K - $336K
|
17.8K
$980K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.21K- 2.54% |
$281K - $339K
|
46.4K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.25K- 0.4% |
$290K - $349K
|
311K
$17.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.25K- 28.7% |
$290K - $350K
|
3.11K
$171K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.25K- 15.41% |
$290K - $350K
|
6.87K
$378K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.26K- 80.0% |
$292K - $353K
|
315
$17.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 1.63% |
$293K - $353K
|
76.2K
$4.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 4.45% |
$296K - $357K
|
27.3K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.3K- 6.13% |
$302K - $364K
|
19.9K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.32K- 57.08% |
$307K - $370K
|
994
$54.7K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 49.78% |
$310K - $374K
|
1.35K
$74.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.34K- 1.25% |
$310K - $374K
|
106K
$5.83M
|