Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
86.3K+ 424.17% |
$4.92M - $24.6M
|
107K
$6.71M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
86.2K+ 380.46% |
$4.91M - $24.6M
|
109K
$6.85M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
85.7K+ 244.16% |
$4.89M - $24.4M
|
121K
$7.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
85.7K+ 388.97% |
$4.88M - $24.4M
|
108K
$6.78M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
85.5K+ 285.31% |
$4.87M - $24.4M
|
115K
$7.26M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
85.3K+ 397.88% |
$4.86M - $24.3M
|
107K
$6.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
85.2K+ 398.44% |
$4.86M - $24.3M
|
107K
$6.71M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
85.2K+ 392.14% |
$4.85M - $24.3M
|
107K
$6.72M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
84.7K+ 372.14% |
$4.82M - $24.1M
|
107K
$6.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
84.5K+ 557.38% |
$4.81M - $24.1M
|
99.6K
$6.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
84.1K+ 379.32% |
$4.79M - $24M
|
106K
$6.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
84.1K+ 409.68% |
$4.79M - $24M
|
105K
$6.58M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
83.6K+ 409.34% |
$4.77M - $23.8M
|
104K
$6.55M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
83.4K+ 192.06% |
$4.75M - $23.8M
|
127K
$7.98M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
83.4K+ 400.0% |
$4.75M - $23.8M
|
104K
$6.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
83K+ 152.06% |
$4.73M - $23.6M
|
138K
$8.65M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
82.2KNew |
$4.68M - $23.4M
|
82.2K
$5.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
82K+ 446.98% |
$4.67M - $23.4M
|
100K
$6.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
81.9K+ 385.33% |
$4.67M - $23.3M
|
103K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
81.8K+ 1112.55% |
$4.66M - $23.3M
|
89.1K
$5.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
81.1K+ 391.44% |
$4.62M - $23.1M
|
102K
$6.4M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
81K+ 519.24% |
$4.62M - $23.1M
|
96.6K
$6.08M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
80.2KNew |
$4.57M - $22.8M
|
80.2K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
79.7K+ 414.34% |
$4.54M - $22.7M
|
98.9K
$6.22M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
79.7K+ 569.11% |
$4.54M - $22.7M
|
93.7K
$5.89M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
79.4K+ 399.22% |
$4.53M - $22.6M
|
99.4K
$6.25M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
79K+ 355.25% |
$4.5M - $22.5M
|
101K
$6.37M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
78.6K+ 584.93% |
$4.48M - $22.4M
|
92.1K
$5.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
78.5K+ 370.26% |
$4.47M - $22.4M
|
99.7K
$6.27M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
78.3K+ 724.38% |
$4.46M - $22.3M
|
89.1K
$5.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
77.2K+ 411.38% |
$4.4M - $22M
|
95.9K
$6.04M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
76.9K+ 439.31% |
$4.38M - $21.9M
|
94.4K
$5.94M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
76K+ 386.32% |
$4.33M - $21.6M
|
95.6K
$6.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
75.9K+ 462.97% |
$4.32M - $21.6M
|
92.3K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
75.8K+ 439.86% |
$4.32M - $21.6M
|
93K
$5.85M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
75.7K+ 398.52% |
$4.31M - $21.6M
|
94.7K
$5.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
75.6K+ 371.96% |
$4.31M - $21.6M
|
96K
$6.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75.3K+ 378.11% |
$4.29M - $21.5M
|
95.3K
$5.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
75.3K+ 381.03% |
$4.29M - $21.5M
|
95.1K
$5.98M
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
75.2K+ 403.18% |
$4.28M - $21.4M
|
93.8K
$5.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
74.9K+ 415.17% |
$4.27M - $21.3M
|
93K
$5.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
74.8K+ 407.83% |
$4.26M - $21.3M
|
93.2K
$5.86M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
74.8K+ 404.29% |
$4.26M - $21.3M
|
93.3K
$5.87M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
74.7K+ 276.53% |
$4.26M - $21.3M
|
102K
$6.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
74.7K+ 408.54% |
$4.25M - $21.3M
|
92.9K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
74.6K+ 1320.66% |
$4.25M - $21.3M
|
80.2K
$5.05M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
74.4K+ 440.33% |
$4.24M - $21.2M
|
91.3K
$5.74M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
74.1K+ 399.9% |
$4.22M - $21.1M
|
92.7K
$5.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
74K+ 388.51% |
$4.22M - $21.1M
|
93.1K
$5.85M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
73.9K+ 481.17% |
$4.21M - $21.1M
|
89.3K
$5.62M
|