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 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.94K- 51.41% |
$449K - $542K
|
1.83K
$111K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 4.67% |
$452K - $545K
|
39.7K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.96K- 2.63% |
$454K - $548K
|
72.5K
$4.4M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.99KClosed |
$463K - $558K
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.01K- 2.33% |
$466K - $562K
|
84K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.01K- 21.07% |
$467K - $563K
|
7.54K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.11K- 52.73% |
$489K - $589K
|
1.89K
$115K
|
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.13K- 15.34% |
$493K - $595K
|
11.7K
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.15K- 84.17% |
$500K - $603K
|
405
$24.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.19K- 1.2% |
$508K - $612K
|
181K
$11M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.22K- 1.84% |
$515K - $621K
|
118K
$7.16M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.24K- 11.33% |
$519K - $626K
|
17.5K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.27K- 17.66% |
$527K - $636K
|
10.6K
$643K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.28K- 7.77% |
$529K - $637K
|
27K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-2.29K- 8.14% |
$532K - $641K
|
25.9K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.35K- 5.53% |
$546K - $658K
|
40.2K
$2.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.37K- 1.79% |
$551K - $664K
|
130K
$7.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.38K- 62.62% |
$553K - $667K
|
1.42K
$86.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.41K- 10.53% |
$560K - $675K
|
20.5K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.43K- 34.42% |
$565K - $681K
|
4.64K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.45K- 13.07% |
$569K - $687K
|
16.3K
$991K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.52K- 53.63% |
$584K - $704K
|
2.18K
$132K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.52K- 59.24% |
$585K - $706K
|
1.74K
$105K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.65K- 77.53% |
$614K - $740K
|
767
$46.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.67K- 3.96% |
$619K - $747K
|
64.7K
$3.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.69K- 4.86% |
$625K - $754K
|
52.7K
$3.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 1.41% |
$634K - $765K
|
191K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.76K- 11.16% |
$640K - $771K
|
21.9K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.85K- 4.43% |
$662K - $799K
|
61.6K
$3.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-2.89K- 4.19% |
$672K - $810K
|
66.1K
$4.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.92K- 1.77% |
$678K - $818K
|
162K
$9.83M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.94K- 14.21% |
$682K - $822K
|
17.7K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.95K- 3.31% |
$685K - $826K
|
86.2K
$5.23M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-2.99K- 8.2% |
$694K - $838K
|
33.5K
$2.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3K- 23.39% |
$696K - $839K
|
9.82K
$596K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-3.13K- 2.45% |
$727K - $877K
|
125K
$7.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.15K- 0.26% |
$731K - $882K
|
1.2M
$72.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.15K- 14.66% |
$731K - $882K
|
18.3K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.15K- 0.37% |
$731K - $882K
|
860K
$52.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-3.16K- 4.02% |
$733K - $884K
|
75.3K
$4.57M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.17K- 80.0% |
$736K - $888K
|
793
$48.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.19K- 1.78% |
$740K - $893K
|
176K
$10.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.2K- 0.67% |
$743K - $896K
|
472K
$28.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.2K- 2.23% |
$743K - $896K
|
141K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.23K- 54.22% |
$749K - $903K
|
2.73K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.23K- 10.67% |
$749K - $904K
|
27K
$1.64M
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.32K- 7.84% |
$770K - $928K
|
39K
$2.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.34K- 56.04% |
$774K - $934K
|
2.62K
$159K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.35K- 56.4% |
$776K - $936K
|
2.59K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.35K- 12.8% |
$777K - $937K
|
22.8K
$1.39M
|