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 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-39K- 76.88% |
$9.05M - $10.9M
|
11.7K
$683K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-40.3K- 88.51% |
$9.36M - $11.3M
|
5.24K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-41.2K- 20.61% |
$9.55M - $11.5M
|
159K
$9.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-42.6K- 35.47% |
$9.88M - $11.9M
|
77.5K
$4.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-43.1K- 97.14% |
$9.99M - $12.1M
|
1.27K
$73.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-43.1K- 29.87% |
$9.99M - $12.1M
|
101K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-45K- 52.16% |
$10.4M - $12.6M
|
41.3K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-48K- 33.9% |
$11.1M - $13.4M
|
93.6K
$5.45M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-49.8K- 81.14% |
$11.6M - $13.9M
|
11.6K
$674K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-50.5K- 57.78% |
$11.7M - $14.1M
|
36.9K
$2.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-53.2K- 39.22% |
$12.3M - $14.9M
|
82.5K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.2K- 29.52% |
$12.6M - $15.2M
|
129K
$7.53M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-54.6K- 81.07% |
$12.7M - $15.3M
|
12.8K
$743K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-56.1K- 49.43% |
$13M - $15.7M
|
57.4K
$3.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-56.2K- 15.16% |
$13M - $15.7M
|
315K
$18.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-64.7K- 38.55% |
$15M - $18.1M
|
103K
$6M
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-71.7K- 72.41% |
$16.6M - $20.1M
|
27.3K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-79.4K- 10.17% |
$18.4M - $22.2M
|
702K
$40.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-86.4K- 50.85% |
$20M - $24.2M
|
83.5K
$4.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.1K- 26.12% |
$20.7M - $24.9M
|
252K
$14.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-90.6K- 51.97% |
$21M - $25.4M
|
83.7K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-92.6K- 62.02% |
$21.5M - $25.9M
|
56.7K
$3.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-94.7K- 6.05% |
$22M - $26.5M
|
1.47M
$85.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-94.7K- 6.05% |
$22M - $26.5M
|
1.47M
$85.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-109K- 55.82% |
$25.4M - $30.6M
|
86.5K
$5.03M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-115K- 95.13% |
$26.6M - $32.1M
|
5.86K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-131K- 64.93% |
$30.5M - $36.8M
|
71K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-145K- 52.82% |
$33.6M - $40.5M
|
129K
$7.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-158K- 85.33% |
$36.8M - $44.3M
|
27.2K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-160K- 22.17% |
$37.2M - $44.8M
|
562K
$32.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-167K- 14.27% |
$38.8M - $46.8M
|
1.01M
$58.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-189K- 1.88% |
$43.9M - $53M
|
9.88M
$575M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-194K- 81.14% |
$45M - $54.3M
|
45.1K
$2.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-207K- 92.36% |
$48.1M - $58M
|
17.2K
$998K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-208K- 66.26% |
$48.2M - $58.1M
|
106K
$6.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-210K- 99.34% |
$48.7M - $58.7M
|
1.38K
$80.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 2.97% |
$49.1M - $59.2M
|
6.9M
$402M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-242K- 52.66% |
$56.3M - $67.8M
|
218K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-269K- 57.32% |
$62.4M - $75.3M
|
200K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-275K- 90.44% |
$63.8M - $77M
|
29.1K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-444K- 42.16% |
$103M - $124M
|
609K
$35.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.59M- 38.11% |
$369M - $444M
|
2.58M
$150M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7M- 99.64% |
$394M - $475M
|
6.14K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.28M- 55.31% |
$2.15B - $2.6B
|
7.5M
$437M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.3M- 79.81% |
$6.33B - $7.64B
|
6.9M
$402M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.6M- 80.29% |
$7.09B - $8.55B
|
7.5M
$437M
|