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 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.32KNew |
$538K - $649K
|
2.32K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.26K+ 6.5% |
$524K - $632K
|
37K
$2.15M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.25KNew |
$522K - $630K
|
2.25K
$131K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.25K+ 45.78% |
$522K - $630K
|
7.17K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.22KNew |
$516K - $622K
|
2.22K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.22K+ 6.75% |
$514K - $620K
|
35.1K
$2.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.18KNew |
$505K - $610K
|
2.18K
$127K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
2.18KNew |
$505K - $609K
|
2.18K
$127K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.17K+ 0.98% |
$503K - $607K
|
223K
$13M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.13KNew |
$495K - $597K
|
2.13K
$124K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.13K+ 16.31% |
$494K - $596K
|
15.2K
$885K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.1K+ 3.44% |
$488K - $588K
|
63.2K
$3.68M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
2.09KNew |
$485K - $585K
|
2.09K
$122K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.07K+ 2.83% |
$481K - $580K
|
75.3K
$4.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.07K+ 4.23% |
$480K - $579K
|
51K
$2.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.03K+ 201.29% |
$471K - $568K
|
3.04K
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.03K+ 32.6% |
$471K - $568K
|
8.25K
$480K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
2.02K+ 23.48% |
$468K - $565K
|
10.6K
$618K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
2.02K+ 5.1% |
$468K - $565K
|
41.6K
$2.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.02KNew |
$468K - $565K
|
2.02K
$118K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.99KNew |
$463K - $558K
|
1.99K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.98KNew |
$460K - $555K
|
1.98K
$115K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 20.57% |
$460K - $555K
|
11.6K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.96K+ 2.11% |
$455K - $549K
|
94.8K
$5.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 4.73% |
$454K - $548K
|
43.3K
$2.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.95KNew |
$453K - $546K
|
1.95K
$114K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.93K+ 13.35% |
$448K - $540K
|
16.4K
$954K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.91KNew |
$443K - $534K
|
1.91K
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.9K+ 8.17% |
$440K - $531K
|
25.1K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.89K+ 2.61% |
$439K - $529K
|
74.4K
$4.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.89K+ 11.03% |
$438K - $529K
|
19K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.88K+ 0.43% |
$435K - $525K
|
443K
$25.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.87KNew |
$434K - $524K
|
1.87K
$109K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.84KNew |
$426K - $514K
|
1.84K
$107K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.82K+ 109.16% |
$423K - $510K
|
3.5K
$203K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.82K+ 15.17% |
$422K - $508K
|
13.8K
$803K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.81K+ 10.93% |
$419K - $506K
|
18.3K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.81K+ 144.21% |
$419K - $506K
|
3.06K
$178K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.8K+ 11.9% |
$418K - $505K
|
17K
$987K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.78K+ 1.01% |
$414K - $499K
|
177K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.78K+ 21.12% |
$413K - $498K
|
10.2K
$595K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.78K+ 3.17% |
$413K - $498K
|
57.9K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.78KNew |
$413K - $498K
|
1.78K
$104K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.78K+ 37.86% |
$412K - $497K
|
6.46K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.77K+ 158.53% |
$412K - $496K
|
2.89K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.76K+ 3.53% |
$408K - $492K
|
51.6K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
1.76K+ 2.72% |
$407K - $491K
|
66.2K
$3.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.75K+ 0.88% |
$407K - $491K
|
202K
$11.7M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.72K+ 13.41% |
$400K - $482K
|
14.6K
$848K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
1.72K+ 5.99% |
$399K - $481K
|
30.4K
$1.77M
|