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 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
41.9K+ 373.49% |
$2.39M - $11.9M
|
53.1K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
41.9K+ 380.91% |
$2.39M - $11.9M
|
52.9K
$3.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
41.6K+ 667.52% |
$2.37M - $11.9M
|
47.9K
$2.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
41.5K+ 376.26% |
$2.37M - $11.8M
|
52.6K
$3.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
41.5K+ 342.56% |
$2.36M - $11.8M
|
53.6K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
41.5K+ 371.55% |
$2.36M - $11.8M
|
52.6K
$3.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
41.4K+ 626.79% |
$2.36M - $11.8M
|
48K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
41.4K+ 400.0% |
$2.36M - $11.8M
|
51.7K
$3.21M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
41.3K+ 400.34% |
$2.36M - $11.8M
|
51.7K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
41.3K+ 438.05% |
$2.35M - $11.8M
|
50.7K
$3.15M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
40.9K+ 394.86% |
$2.33M - $11.7M
|
51.2K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
40.8K+ 216.95% |
$2.33M - $11.6M
|
59.7K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
40.7K+ 500.53% |
$2.32M - $11.6M
|
48.8K
$3.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
40.7K+ 356.97% |
$2.32M - $11.6M
|
52K
$3.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
40.6K+ 391.63% |
$2.31M - $11.6M
|
51K
$3.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
40.4KNew |
$2.3M - $11.5M
|
40.4K
$2.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
40.2K+ 398.72% |
$2.29M - $11.4M
|
50.2K
$3.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
40K+ 397.5% |
$2.28M - $11.4M
|
50K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
39.8K+ 443.15% |
$2.27M - $11.3M
|
48.8K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39.8K+ 405.14% |
$2.27M - $11.3M
|
49.6K
$3.08M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
39.7K+ 361.27% |
$2.26M - $11.3M
|
50.7K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
39.4K+ 390.5% |
$2.25M - $11.2M
|
49.5K
$3.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
39.4K+ 310.27% |
$2.25M - $11.2M
|
52.1K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
39.4K+ 455.96% |
$2.24M - $11.2M
|
48K
$2.99M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
39.4K+ 454.85% |
$2.24M - $11.2M
|
48.1K
$2.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
39.1K+ 398.44% |
$2.23M - $11.1M
|
48.9K
$3.04M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
39K+ 395.41% |
$2.22M - $11.1M
|
48.9K
$3.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
38.8K+ 474.55% |
$2.21M - $11.1M
|
47K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
38.8K+ 404.12% |
$2.21M - $11.1M
|
48.4K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
38.8K+ 362.26% |
$2.21M - $11M
|
49.5K
$3.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
38.7K+ 404.16% |
$2.21M - $11M
|
48.3K
$3M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
38.5K+ 416.28% |
$2.2M - $11M
|
47.8K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
38.3K+ 395.77% |
$2.18M - $10.9M
|
48K
$2.98M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
38.3K+ 396.71% |
$2.18M - $10.9M
|
47.9K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
38.3K+ 274.15% |
$2.18M - $10.9M
|
52.2K
$3.24M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
38.1K+ 392.56% |
$2.17M - $10.9M
|
47.8K
$2.97M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
37.9K+ 401.7% |
$2.16M - $10.8M
|
47.3K
$2.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
37.5K+ 387.6% |
$2.14M - $10.7M
|
47.2K
$2.93M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
37.4K+ 365.08% |
$2.13M - $10.7M
|
47.7K
$2.96M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
37.4K+ 400.0% |
$2.13M - $10.6M
|
46.7K
$2.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
37.3K+ 393.45% |
$2.13M - $10.6M
|
46.8K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
37.2KNew |
$2.12M - $10.6M
|
37.2K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
37K+ 435.13% |
$2.11M - $10.5M
|
45.5K
$2.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
36.8K+ 435.9% |
$2.09M - $10.5M
|
45.2K
$2.81M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
36.7K+ 420.08% |
$2.09M - $10.5M
|
45.5K
$2.82M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
36.5K+ 425.33% |
$2.08M - $10.4M
|
45.1K
$2.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
36.2K+ 397.26% |
$2.06M - $10.3M
|
45.3K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
36KNew |
$2.05M - $10.3M
|
36K
$2.24M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.9K+ 396.63% |
$2.05M - $10.2M
|
45K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
35.9K+ 408.46% |
$2.04M - $10.2M
|
44.6K
$2.77M
|