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 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48.6K+ 375.54% |
$2.77M - $13.8M
|
61.5K
$3.82M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
48.5K+ 388.14% |
$2.76M - $13.8M
|
61K
$3.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
48K+ 415.21% |
$2.74M - $13.7M
|
59.6K
$3.7M
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
48K+ 313.69% |
$2.74M - $13.7M
|
63.3K
$3.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
47.7K+ 291.88% |
$2.72M - $13.6M
|
64K
$3.98M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
47.7K+ 407.34% |
$2.72M - $13.6M
|
59.4K
$3.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
47.6K+ 697.49% |
$2.71M - $13.6M
|
54.4K
$3.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
47.5K+ 375.71% |
$2.71M - $13.5M
|
60.1K
$3.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
47.3KNew |
$2.7M - $13.5M
|
47.3K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
47.3K+ 373.43% |
$2.69M - $13.5M
|
59.9K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
47.2K+ 423.39% |
$2.69M - $13.4M
|
58.3K
$3.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
47K+ 403.43% |
$2.68M - $13.4M
|
58.7K
$3.65M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
47K+ 396.82% |
$2.68M - $13.4M
|
58.8K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
46.9K+ 1017.49% |
$2.67M - $13.4M
|
51.6K
$3.2M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
46.9K+ 396.1% |
$2.67M - $13.4M
|
58.8K
$3.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
46.7K+ 396.77% |
$2.66M - $13.3M
|
58.5K
$3.63M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
46.6K+ 402.66% |
$2.66M - $13.3M
|
58.2K
$3.62M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
46.6K+ 410.12% |
$2.65M - $13.3M
|
57.9K
$3.6M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
46.5K+ 421.88% |
$2.65M - $13.3M
|
57.6K
$3.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
46.4K+ 392.23% |
$2.65M - $13.2M
|
58.3K
$3.62M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
46.1K+ 386.65% |
$2.63M - $13.1M
|
58K
$3.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
46K+ 1540.3% |
$2.62M - $13.1M
|
49K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
45.8K+ 2708.76% |
$2.61M - $13M
|
47.5K
$2.95M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
45.7K+ 472.03% |
$2.61M - $13M
|
55.4K
$3.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
45.7K+ 409.82% |
$2.61M - $13M
|
56.9K
$3.53M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
45.5K+ 397.12% |
$2.59M - $13M
|
56.9K
$3.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
45.4K+ 400.0% |
$2.59M - $12.9M
|
56.8K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
45.4K+ 393.48% |
$2.58M - $12.9M
|
56.9K
$3.54M
|
|
|
May 01, 2024
Q1 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
44.8K+ 388.2% |
$2.55M - $12.8M
|
56.4K
$3.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
44.8K+ 477.17% |
$2.55M - $12.8M
|
54.2K
$3.37M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
44.8K+ 3993.04% |
$2.55M - $12.8M
|
45.9K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
44.7KNew |
$2.55M - $12.7M
|
44.7K
$2.78M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
44.6K+ 480.88% |
$2.54M - $12.7M
|
53.9K
$3.35M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
44.5K+ 442.64% |
$2.54M - $12.7M
|
54.5K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
44.4K+ 207.35% |
$2.53M - $12.7M
|
65.8K
$4.09M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
44.3K+ 418.7% |
$2.53M - $12.6M
|
54.9K
$3.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43.9K+ 404.72% |
$2.5M - $12.5M
|
54.7K
$3.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
43.8K+ 474.27% |
$2.5M - $12.5M
|
53K
$3.3M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
43.7K+ 272.86% |
$2.49M - $12.5M
|
59.8K
$3.71M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43.6K+ 384.72% |
$2.48M - $12.4M
|
54.9K
$3.41M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
43.2K+ 363.4% |
$2.46M - $12.3M
|
55K
$3.42M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43.1K+ 409.5% |
$2.45M - $12.3M
|
53.6K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
43K+ 372.55% |
$2.45M - $12.3M
|
54.6K
$3.39M
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
42.9K+ 403.64% |
$2.44M - $12.2M
|
53.5K
$3.33M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
42.8KNew |
$2.44M - $12.2M
|
42.8K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
42.3K+ 350.51% |
$2.41M - $12.1M
|
54.4K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
42.3K+ 384.91% |
$2.41M - $12M
|
53.2K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
42.2K+ 367.17% |
$2.41M - $12M
|
53.7K
$3.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
42.1KNew |
$2.4M - $12M
|
42.1K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
42.1K+ 472.96% |
$2.4M - $12M
|
51K
$3.17M
|