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 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.38K- 83.53% |
$1.48M - $1.79M
|
1.26K
$69.2K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.44K- 50.92% |
$1.5M - $1.8M
|
6.21K
$341K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-6.45K- 10.38% |
$1.5M - $1.8M
|
55.6K
$3.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.47K- 93.8% |
$1.5M - $1.81M
|
427
$23.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.53K- 18.42% |
$1.51M - $1.83M
|
28.9K
$1.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.53K- 47.84% |
$1.52M - $1.83M
|
7.12K
$392K
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.54K- 18.9% |
$1.52M - $1.83M
|
28.1K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6.62K- 34.27% |
$1.54M - $1.85M
|
12.7K
$698K
|
|
|
Apr 01, 2025
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-6.63K- 81.4% |
$1.54M - $1.86M
|
1.52K
$83.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-6.79K- 63.57% |
$1.57M - $1.9M
|
3.89K
$214K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.83K- 23.1% |
$1.59M - $1.91M
|
22.8K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.88K- 98.41% |
$1.6M - $1.93M
|
111
$6.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.93K- 34.49% |
$1.61M - $1.94M
|
13.2K
$724K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.98K- 3.46% |
$1.62M - $1.95M
|
195K
$10.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-7.03K- 13.14% |
$1.63M - $1.97M
|
46.5K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.06K- 6.74% |
$1.64M - $1.98M
|
97.8K
$5.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-7.14K- 7.06% |
$1.66M - $2M
|
94K
$5.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.19K- 2.94% |
$1.67M - $2.01M
|
237K
$13M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.21K- 37.77% |
$1.67M - $2.02M
|
11.9K
$653K
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.22K- 17.11% |
$1.67M - $2.02M
|
35K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.24K- 22.26% |
$1.68M - $2.03M
|
25.3K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.27K- 6.3% |
$1.69M - $2.04M
|
108K
$5.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-7.36K- 12.21% |
$1.71M - $2.06M
|
52.9K
$2.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7.55K- 77.78% |
$1.75M - $2.11M
|
2.16K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-7.75K- 5.55% |
$1.8M - $2.17M
|
132K
$7.25M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-7.86K- 80.14% |
$1.82M - $2.2M
|
1.95K
$107K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.07K- 68.98% |
$1.87M - $2.26M
|
3.63K
$199K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.14K- 10.63% |
$1.89M - $2.28M
|
68.4K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.16K- 53.38% |
$1.89M - $2.28M
|
7.12K
$392K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-8.4K- 5.3% |
$1.95M - $2.35M
|
150K
$8.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.68K- 6.77% |
$2.01M - $2.43M
|
119K
$6.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.74K- 3.37% |
$2.03M - $2.45M
|
250K
$13.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-8.77K- 15.84% |
$2.04M - $2.45M
|
46.6K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-9.15K- 20.16% |
$2.12M - $2.56M
|
36.2K
$1.99M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-9.28K- 69.18% |
$2.15M - $2.6M
|
4.13K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.29K- 24.18% |
$2.16M - $2.6M
|
29.1K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-9.35K- 35.35% |
$2.17M - $2.62M
|
17.1K
$940K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-9.36K- 14.89% |
$2.17M - $2.62M
|
53.5K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.69K- 1.59% |
$2.25M - $2.71M
|
600K
$33M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.74K- 76.7% |
$2.26M - $2.73M
|
2.96K
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 22.41% |
$2.4M - $2.9M
|
35.9K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.5K- 78.8% |
$2.44M - $2.94M
|
2.83K
$156K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5KClosed |
$2.45M - $2.95M
|
0
$0
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.6K- 97.2% |
$2.45M - $2.95M
|
304
$16.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.6K- 56.52% |
$2.45M - $2.96M
|
8.13K
$447K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10.7K- 11.98% |
$2.49M - $3M
|
78.8K
$4.33M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.1K- 83.44% |
$2.59M - $3.12M
|
2.21K
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-11.4K- 30.82% |
$2.64M - $3.18M
|
25.5K
$1.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.8K- 36.64% |
$2.74M - $3.3M
|
20.4K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.8K- 10.4% |
$2.75M - $3.31M
|
102K
$5.61M
|