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 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
73.6K+ 385.5% |
$4.2M - $21M
|
92.7K
$5.83M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
73.6K+ 405.19% |
$4.19M - $21M
|
91.7K
$5.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
73.5K+ 460.84% |
$4.19M - $21M
|
89.5K
$5.63M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
73.4K+ 6336.87% |
$4.18M - $20.9M
|
74.5K
$4.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
73.1K+ 3712.28% |
$4.17M - $20.8M
|
75.1K
$4.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
73K+ 400.0% |
$4.16M - $20.8M
|
91.3K
$5.74M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
72.8K+ 392.41% |
$4.15M - $20.7M
|
91.3K
$5.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
72.7KNew |
$4.14M - $20.7M
|
72.7K
$4.58M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
72.6K+ 380.44% |
$4.14M - $20.7M
|
91.7K
$5.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
72.5K+ 419.77% |
$4.13M - $20.7M
|
89.8K
$5.65M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
72.4K+ 617.52% |
$4.13M - $20.6M
|
84.2K
$5.3M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
72.3K+ 399.44% |
$4.12M - $20.6M
|
90.5K
$5.69M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
71.5K+ 378.12% |
$4.07M - $20.4M
|
90.4K
$5.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
71.4K+ 142.68% |
$4.07M - $20.4M
|
121K
$7.64M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
71.3K+ 402.02% |
$4.06M - $20.3M
|
89K
$5.6M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
71.1K+ 391.6% |
$4.05M - $20.3M
|
89.3K
$5.62M
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
71K+ 441.63% |
$4.05M - $20.2M
|
87.1K
$5.48M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
70.7K+ 106.13% |
$4.03M - $20.1M
|
137K
$8.63M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
70.6K+ 403.32% |
$4.02M - $20.1M
|
88.1K
$5.54M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
70.3K+ 395.99% |
$4.01M - $20M
|
88.1K
$5.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
70.3K+ 429.8% |
$4.01M - $20M
|
86.7K
$5.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
70K+ 448.21% |
$3.99M - $19.9M
|
85.6K
$5.38M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
69.6K+ 388.53% |
$3.97M - $19.8M
|
87.5K
$5.5M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
69.4K+ 392.85% |
$3.95M - $19.8M
|
87K
$5.48M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.7KNew |
$3.91M - $19.6M
|
68.7K
$4.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
68.5K+ 414.39% |
$3.9M - $19.5M
|
85K
$5.35M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
68.4K+ 388.89% |
$3.9M - $19.5M
|
86K
$5.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
68.4K+ 384.77% |
$3.9M - $19.5M
|
86.1K
$5.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68.3K+ 395.98% |
$3.89M - $19.5M
|
85.6K
$5.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
68.1K+ 424.74% |
$3.88M - $19.4M
|
84.1K
$5.29M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
68K+ 473.49% |
$3.87M - $19.4M
|
82.3K
$5.18M
|
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
67.5K+ 420.56% |
$3.84M - $19.2M
|
83.5K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
67.4K+ 400.0% |
$3.84M - $19.2M
|
84.3K
$5.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
66.9K+ 238.19% |
$3.81M - $19.1M
|
94.9K
$5.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
66.8K+ 410.2% |
$3.81M - $19M
|
83.1K
$5.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
66.8K+ 398.36% |
$3.81M - $19M
|
83.5K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
66.4K+ 370.77% |
$3.79M - $18.9M
|
84.3K
$5.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
66.4K+ 361.27% |
$3.78M - $18.9M
|
84.8K
$5.33M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
65.9K+ 384.39% |
$3.76M - $18.8M
|
83K
$5.22M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
65.9K+ 344.13% |
$3.75M - $18.8M
|
85K
$5.35M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
65.6K+ 451.9% |
$3.74M - $18.7M
|
80.1K
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
65.6K+ 385.92% |
$3.74M - $18.7M
|
82.5K
$5.19M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
65.4K+ 465.1% |
$3.73M - $18.6M
|
79.5K
$5M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
65.2K+ 396.81% |
$3.72M - $18.6M
|
81.7K
$5.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
65.2K+ 372.94% |
$3.71M - $18.6M
|
82.7K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
64.9K+ 457.04% |
$3.7M - $18.5M
|
79.1K
$4.98M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
64.8KNew |
$3.69M - $18.5M
|
64.8K
$4.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
64.5K+ 404.14% |
$3.67M - $18.4M
|
80.4K
$5.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
64.2K+ 382.14% |
$3.66M - $18.3M
|
81K
$5.1M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
64K+ 452.74% |
$3.65M - $18.2M
|
78.1K
$4.92M
|