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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.34K- 1.25% |
$310K - $374K
|
106K
$5.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 1.69% |
$312K - $376K
|
78.1K
$4.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.36K- 31.92% |
$315K - $380K
|
2.9K
$161K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.37K- 10.7% |
$317K - $382K
|
11.4K
$634K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.37K- 27.91% |
$317K - $382K
|
3.53K
$196K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.37K- 3.82% |
$317K - $383K
|
34.4K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.41K- 8.52% |
$327K - $395K
|
15.2K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.41K- 15.09% |
$328K - $396K
|
7.96K
$443K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.42K- 2.5% |
$328K - $396K
|
55.3K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.42K- 59.54% |
$329K - $397K
|
965
$53.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.43K- 21.15% |
$331K - $399K
|
5.31K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.45K- 3.81% |
$336K - $405K
|
36.5K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.47K- 37.96% |
$340K - $411K
|
2.4K
$133K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.47K- 10.56% |
$342K - $412K
|
12.5K
$694K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.5K- 3.31% |
$347K - $419K
|
43.7K
$2.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.51K- 25.68% |
$350K - $423K
|
4.37K
$243K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.53K- 34.47% |
$354K - $427K
|
2.9K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.55K- 63.24% |
$359K - $433K
|
900
$50.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.57K- 1.41% |
$363K - $438K
|
109K
$6.09M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.58K- 80.0% |
$366K - $441K
|
394
$21.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.58K- 39.76% |
$367K - $442K
|
2.4K
$133K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.58K- 1.33% |
$367K - $442K
|
118K
$6.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.59K- 68.46% |
$369K - $445K
|
732
$40.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.6K- 46.02% |
$371K - $448K
|
1.88K
$105K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.63K- 41.69% |
$377K - $455K
|
2.27K
$127K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.63K- 3.98% |
$378K - $456K
|
39.2K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.66K- 2.57% |
$384K - $463K
|
62.7K
$3.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.66K- 5.48% |
$384K - $463K
|
28.5K
$1.59M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.66K- 5.48% |
$384K - $463K
|
28.5K
$1.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.69K- 3.19% |
$392K - $473K
|
51.3K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.69K- 62.83% |
$392K - $473K
|
1K
$55.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.69K- 3.75% |
$393K - $474K
|
43.4K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.72K- 11.93% |
$398K - $480K
|
12.7K
$704K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.72K- 19.63% |
$399K - $481K
|
7.04K
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.72K- 11.34% |
$399K - $481K
|
13.4K
$748K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.72K- 4.33% |
$400K - $482K
|
38K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.73K- 1.97% |
$400K - $483K
|
85.7K
$4.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.75K- 12.63% |
$405K - $488K
|
12.1K
$672K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.78K- 13.7% |
$413K - $498K
|
11.2K
$624K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 2.51% |
$417K - $502K
|
69.6K
$3.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.83K- 6.54% |
$424K - $511K
|
26.1K
$1.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.83K- 22.27% |
$424K - $512K
|
6.38K
$355K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-1.84K- 8.81% |
$426K - $514K
|
19K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 36.97% |
$429K - $517K
|
3.15K
$175K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.88K- 5.94% |
$436K - $526K
|
29.8K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.89K- 10.34% |
$438K - $528K
|
16.4K
$910K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.91K- 12.84% |
$442K - $533K
|
12.9K
$720K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.94K- 51.41% |
$449K - $542K
|
1.83K
$102K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 4.67% |
$452K - $545K
|
39.7K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.96K- 2.63% |
$454K - $548K
|
72.5K
$4.03M
|