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 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.8K- 10.4% |
$2.75M - $3.31M
|
102K
$5.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.1K- 28.02% |
$2.81M - $3.38M
|
31.1K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.2K- 11.31% |
$2.83M - $3.41M
|
95.5K
$5.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-12.3K- 2.43% |
$2.85M - $3.43M
|
492K
$27.4M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12.4K- 99.22% |
$2.87M - $3.46M
|
97
$5.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-12.5K- 4.85% |
$2.91M - $3.51M
|
246K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-12.6K- 0.68% |
$2.92M - $3.52M
|
1.83M
$102M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 79.97% |
$3.02M - $3.64M
|
3.26K
$181K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.7K- 5.84% |
$3.41M - $4.11M
|
237K
$13.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-14.9K- 25.56% |
$3.46M - $4.17M
|
43.4K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-15.1K- 24.16% |
$3.51M - $4.23M
|
47.4K
$2.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15.2K- 7.36% |
$3.52M - $4.25M
|
191K
$10.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-15.3K- 4.51% |
$3.55M - $4.28M
|
323K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.4K- 8.15% |
$3.57M - $4.31M
|
174K
$9.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16K- 27.67% |
$3.71M - $4.48M
|
41.8K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.2K- 24.91% |
$3.76M - $4.53M
|
48.8K
$2.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16.4K- 87.84% |
$3.81M - $4.6M
|
2.28K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.6K- 0.37% |
$3.86M - $4.65M
|
4.45M
$248M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-17.1K- 54.05% |
$3.96M - $4.78M
|
14.5K
$808K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17.1K- 91.51% |
$3.97M - $4.79M
|
1.59K
$88.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17.1K- 44.66% |
$3.98M - $4.8M
|
21.2K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.4K- 5.63% |
$4.03M - $4.86M
|
291K
$16.2M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-17.7K- 80.1% |
$4.11M - $4.96M
|
4.4K
$245K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-18.7K- 77.91% |
$4.33M - $5.23M
|
5.3K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 73.69% |
$4.43M - $5.34M
|
6.81K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.2K- 10.1% |
$4.47M - $5.39M
|
171K
$9.53M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-19.9K- 70.7% |
$4.61M - $5.56M
|
8.24K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-20K- 76.09% |
$4.64M - $5.59M
|
6.28K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-20.1K- 23.05% |
$4.66M - $5.62M
|
67.1K
$3.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-20.3K- 35.9% |
$4.71M - $5.69M
|
36.3K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20.5K- 42.32% |
$4.76M - $5.74M
|
28K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.9K- 23.55% |
$4.86M - $5.86M
|
68K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-21K- 6.29% |
$4.88M - $5.89M
|
313K
$17.4M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-21.1K- 37.92% |
$4.89M - $5.9M
|
34.5K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.5K- 1.13% |
$4.99M - $6.02M
|
1.88M
$105M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-23.5K- 76.66% |
$5.44M - $6.57M
|
7.14K
$397K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-23.5K- 99.2% |
$5.46M - $6.58M
|
190
$10.6K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-24.7K- 81.97% |
$5.73M - $6.92M
|
5.44K
$303K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-25.6K- 4.95% |
$5.95M - $7.18M
|
492K
$27.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-27.8K- 74.77% |
$6.46M - $7.79M
|
9.39K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-28.2K- 65.72% |
$6.53M - $7.88M
|
14.7K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.1K- 0.38% |
$6.98M - $8.42M
|
7.99M
$445M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-30.4K- 70.54% |
$7.05M - $8.5M
|
12.7K
$706K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.8K- 1.78% |
$7.15M - $8.62M
|
1.7M
$94.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-31K- 2.77% |
$7.2M - $8.69M
|
1.09M
$60.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-32.4K- 15.55% |
$7.53M - $9.08M
|
176K
$9.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.7K- 1.05% |
$7.82M - $9.43M
|
3.18M
$177M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.9K- 13.16% |
$8.09M - $9.76M
|
230K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-35.4K- 50.17% |
$8.2M - $9.9M
|
35.1K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.7K- 13.65% |
$8.28M - $9.99M
|
226K
$12.6M
|