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 |
|---|---|---|---|---|---|---|---|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.54K- 7.31% |
$821K - $990K
|
44.9K
$2.47M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3.62K- 80.0% |
$840K - $1.01M
|
905
$49.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.65K- 28.72% |
$846K - $1.02M
|
9.05K
$498K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3.71K- 75.23% |
$860K - $1.04M
|
1.22K
$67.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.71K- 31.07% |
$861K - $1.04M
|
8.24K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.75K- 2.99% |
$869K - $1.05M
|
122K
$6.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.99K- 4.88% |
$925K - $1.12M
|
77.7K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.12K- 12.3% |
$955K - $1.15M
|
29.3K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-4.13K- 7.76% |
$957K - $1.15M
|
49.1K
$2.7M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.13K- 75.99% |
$957K - $1.15M
|
1.3K
$71.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.21K- 80.11% |
$978K - $1.18M
|
1.05K
$57.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.25K- 71.45% |
$986K - $1.19M
|
1.7K
$93.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-4.46K- 44.1% |
$1.03M - $1.25M
|
5.65K
$311K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.53K- 16.15% |
$1.05M - $1.27M
|
23.5K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.55K- 40.76% |
$1.06M - $1.27M
|
6.62K
$364K
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-4.57K- 12.11% |
$1.06M - $1.28M
|
33.2K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.59K- 66.39% |
$1.07M - $1.28M
|
2.32K
$128K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.63K- 47.48% |
$1.07M - $1.3M
|
5.12K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-4.8K- 34.13% |
$1.11M - $1.34M
|
9.26K
$509K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.93K- 16.54% |
$1.14M - $1.38M
|
24.9K
$1.37M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.09K- 4.38% |
$1.18M - $1.42M
|
111K
$6.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.23K- 11.29% |
$1.21M - $1.46M
|
41.1K
$2.26M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5.24K- 2.64% |
$1.22M - $1.47M
|
193K
$10.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.24K- 99.79% |
$1.22M - $1.47M
|
11
$605
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-5.42K- 3.72% |
$1.26M - $1.52M
|
140K
$7.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.43K- 2.62% |
$1.26M - $1.52M
|
202K
$11.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5.45K- 17.22% |
$1.26M - $1.52M
|
26.2K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-5.46K- 12.86% |
$1.27M - $1.53M
|
37K
$2.03M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.47K- 1.79% |
$1.27M - $1.53M
|
301K
$16.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.53K- 57.74% |
$1.28M - $1.55M
|
4.05K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.6K- 26.68% |
$1.3M - $1.57M
|
15.4K
$845K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.61K- 41.17% |
$1.3M - $1.57M
|
8.01K
$440K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.67K- 3.71% |
$1.32M - $1.59M
|
147K
$8.09M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.7K- 19.81% |
$1.32M - $1.59M
|
23.1K
$1.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.72K- 34.57% |
$1.33M - $1.6M
|
10.8K
$596K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.74K- 5.98% |
$1.33M - $1.61M
|
90.2K
$4.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.78K- 13.79% |
$1.34M - $1.62M
|
36.1K
$1.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-5.82K- 60.59% |
$1.35M - $1.63M
|
3.79K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.89K- 2.94% |
$1.37M - $1.65M
|
194K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.9K- 46.54% |
$1.37M - $1.65M
|
6.78K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.99K- 6.46% |
$1.39M - $1.67M
|
86.7K
$4.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-5.99K- 4.06% |
$1.39M - $1.68M
|
141K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.02K- 79.37% |
$1.4M - $1.68M
|
1.56K
$85.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.06K- 63.73% |
$1.41M - $1.7M
|
3.45K
$190K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.2K- 1.23% |
$1.44M - $1.73M
|
498K
$27.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.21K- 17.52% |
$1.44M - $1.74M
|
29.2K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.24K- 18.07% |
$1.45M - $1.75M
|
28.3K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-6.25K- 25.2% |
$1.45M - $1.75M
|
18.5K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.26K- 94.23% |
$1.45M - $1.75M
|
383
$21.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.3K- 83.78% |
$1.46M - $1.76M
|
1.22K
$67.1K
|