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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
64K+ 430.36% |
$3.65M - $18.2M
|
78.9K
$4.96M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
64K+ 587.82% |
$3.65M - $18.2M
|
74.9K
$4.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
64K+ 424.22% |
$3.65M - $18.2M
|
79.1K
$4.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
63.8K+ 402.24% |
$3.64M - $18.2M
|
79.7K
$5.01M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
63.7K+ 426.66% |
$3.63M - $18.1M
|
78.6K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
63.6K+ 398.6% |
$3.63M - $18.1M
|
79.6K
$5.01M
|
|
|
May 08, 2024
Q1 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
63.6K+ 398.56% |
$3.62M - $18.1M
|
79.5K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
63.4K+ 388.57% |
$3.62M - $18.1M
|
79.8K
$5.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
63.2K+ 413.25% |
$3.6M - $18M
|
78.5K
$4.94M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
63.1K+ 436.22% |
$3.6M - $18M
|
77.6K
$4.88M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
63.1K+ 433.45% |
$3.6M - $18M
|
77.7K
$4.89M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
63.1K+ 371.87% |
$3.59M - $18M
|
80K
$5.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
62.8K+ 434.23% |
$3.58M - $17.9M
|
77.3K
$4.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
62.7K+ 442.79% |
$3.57M - $17.9M
|
76.9K
$4.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
62.5K+ 351.02% |
$3.56M - $17.8M
|
80.4K
$5.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
62.4K+ 473.97% |
$3.56M - $17.8M
|
75.6K
$4.75M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
62.2KNew |
$3.55M - $17.7M
|
62.2K
$3.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
62K+ 357.72% |
$3.53M - $17.7M
|
79.4K
$4.99M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
62K+ 377.28% |
$3.53M - $17.7M
|
78.4K
$4.93M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
61.6K+ 436.84% |
$3.51M - $17.6M
|
75.7K
$4.76M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
61.6K+ 360.04% |
$3.51M - $17.6M
|
78.7K
$4.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
61.1K+ 384.55% |
$3.48M - $17.4M
|
77K
$4.85M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
60.9K+ 393.54% |
$3.47M - $17.4M
|
76.4K
$4.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
60.9K+ 412.32% |
$3.47M - $17.3M
|
75.6K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
60.8K+ 377.37% |
$3.46M - $17.3M
|
76.9K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
60.6K+ 407.94% |
$3.45M - $17.3M
|
75.4K
$4.74M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
60.3K+ 418.13% |
$3.44M - $17.2M
|
74.8K
$4.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
60.3K+ 383.49% |
$3.44M - $17.2M
|
76.1K
$4.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
60.2K+ 395.87% |
$3.43M - $17.1M
|
75.4K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
59.9K+ 525.89% |
$3.41M - $17.1M
|
71.3K
$4.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
59.9K+ 406.05% |
$3.41M - $17.1M
|
74.6K
$4.69M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
59.8K+ 459.15% |
$3.41M - $17M
|
72.9K
$4.58M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
59.8K+ 174.8% |
$3.41M - $17M
|
93.9K
$5.91M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
59.3K+ 401.39% |
$3.38M - $16.9M
|
74.1K
$4.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
59.1K+ 4236.63% |
$3.37M - $16.8M
|
60.5K
$3.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
59.1K+ 403.93% |
$3.37M - $16.8M
|
73.7K
$4.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
59KNew |
$3.36M - $16.8M
|
59K
$3.71M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
59K+ 445.77% |
$3.36M - $16.8M
|
72.2K
$4.54M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
58.8K+ 568.32% |
$3.35M - $16.8M
|
69.2K
$4.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
58.7K+ 285.03% |
$3.34M - $16.7M
|
79.2K
$4.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
58.2K+ 378.43% |
$3.31M - $16.6M
|
73.5K
$4.63M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
58.1K+ 393.23% |
$3.31M - $16.5M
|
72.8K
$4.58M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
57.9K+ 400.0% |
$3.3M - $16.5M
|
72.4K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
57.9K+ 456.16% |
$3.3M - $16.5M
|
70.5K
$4.44M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
57.7K+ 418.57% |
$3.29M - $16.5M
|
71.5K
$4.5M
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
57.7K+ 424.31% |
$3.29M - $16.4M
|
71.3K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
57.7K+ 418.08% |
$3.29M - $16.4M
|
71.5K
$4.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
57.5K+ 360.4% |
$3.28M - $16.4M
|
73.5K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57.4K+ 427.39% |
$3.27M - $16.4M
|
70.9K
$4.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
57.4K+ 425.88% |
$3.27M - $16.4M
|
70.9K
$4.46M
|