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 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
57.3K+ 391.52% |
$3.27M - $16.3M
|
71.9K
$4.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
57K+ 413.6% |
$3.25M - $16.3M
|
70.8K
$4.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
57K+ 401.73% |
$3.25M - $16.2M
|
71.2K
$4.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
56.8K+ 331.15% |
$3.24M - $16.2M
|
74K
$4.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
56.6KNew |
$3.22M - $16.1M
|
56.6K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
55.9K+ 371.96% |
$3.19M - $15.9M
|
71K
$4.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
55.5K+ 452.69% |
$3.16M - $15.8M
|
67.8K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
55.2K+ 104.49% |
$3.15M - $15.7M
|
108K
$6.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
55.2K+ 401.7% |
$3.14M - $15.7M
|
68.9K
$4.28M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
55K+ 394.94% |
$3.14M - $15.7M
|
69K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
54.8K+ 406.15% |
$3.12M - $15.6M
|
68.3K
$4.24M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
54.7K+ 371.93% |
$3.12M - $15.6M
|
69.4K
$4.31M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
54.4K+ 396.23% |
$3.1M - $15.5M
|
68.1K
$4.23M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
54K+ 395.78% |
$3.07M - $15.4M
|
67.6K
$4.2M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
53.7K+ 417.63% |
$3.06M - $15.3M
|
66.6K
$4.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
53.7K+ 388.35% |
$3.06M - $15.3M
|
67.5K
$4.2M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
53.7K+ 415.71% |
$3.06M - $15.3M
|
66.6K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
53.5K+ 377.74% |
$3.05M - $15.2M
|
67.6K
$4.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
53.3K+ 399.99% |
$3.04M - $15.2M
|
66.6K
$4.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
53.3K+ 430.4% |
$3.04M - $15.2M
|
65.7K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
53.2K+ 404.38% |
$3.03M - $15.2M
|
66.4K
$4.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
53.2K+ 492.6% |
$3.03M - $15.2M
|
64K
$3.98M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
53.1K+ 398.54% |
$3.03M - $15.1M
|
66.5K
$4.13M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
52.8K+ 399.89% |
$3.01M - $15M
|
66K
$4.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
52.6K+ 413.27% |
$3M - $15M
|
65.4K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
52.5K+ 301.92% |
$2.99M - $15M
|
69.9K
$4.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
52K+ 378.42% |
$2.96M - $14.8M
|
65.7K
$4.08M
|
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
51.9K+ 92.53% |
$2.96M - $14.8M
|
108K
$6.71M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
51.7KNew |
$2.95M - $14.7M
|
51.7K
$3.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
51.3K+ 441.52% |
$2.92M - $14.6M
|
62.9K
$3.91M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
51.2K+ 382.22% |
$2.92M - $14.6M
|
64.6K
$4.02M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
51.2K+ 394.08% |
$2.92M - $14.6M
|
64.2K
$3.99M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
51.1K+ 367.01% |
$2.91M - $14.6M
|
65K
$4.04M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
50.9K+ 402.25% |
$2.9M - $14.5M
|
63.6K
$3.95M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
50.9K+ 386.09% |
$2.9M - $14.5M
|
64.1K
$3.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
50.8K+ 437.53% |
$2.9M - $14.5M
|
62.4K
$3.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
50.7K+ 415.82% |
$2.89M - $14.5M
|
62.9K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
50.5K+ 494.15% |
$2.88M - $14.4M
|
60.7K
$3.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
50.3K+ 389.39% |
$2.87M - $14.3M
|
63.3K
$3.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
50.1K+ 393.73% |
$2.85M - $14.3M
|
62.8K
$3.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
50K+ 359.38% |
$2.85M - $14.3M
|
64K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
49.9K+ 546.82% |
$2.84M - $14.2M
|
59K
$3.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
49.8K+ 427.89% |
$2.84M - $14.2M
|
61.4K
$3.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
49.6K+ 396.55% |
$2.82M - $14.1M
|
62.1K
$3.86M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
49.5K+ 387.68% |
$2.82M - $14.1M
|
62.2K
$3.87M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
49.3K+ 512.64% |
$2.81M - $14M
|
58.9K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
48.9KNew |
$2.79M - $13.9M
|
48.9K
$3.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
48.9K+ 403.54% |
$2.79M - $13.9M
|
61K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
48.9K+ 341.59% |
$2.79M - $13.9M
|
63.2K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
48.8K+ 400.41% |
$2.78M - $13.9M
|
61K
$3.79M
|