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 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
35.8K+ 421.87% |
$2.04M - $10.2M
|
44.3K
$2.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
35.7K+ 415.26% |
$2.03M - $10.2M
|
44.2K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
35.4K+ 360.98% |
$2.02M - $10.1M
|
45.3K
$2.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35.4K+ 496.66% |
$2.02M - $10.1M
|
42.5K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
35.3K+ 414.24% |
$2.01M - $10.1M
|
43.8K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
35.2K+ 357.82% |
$2.01M - $10M
|
45.1K
$2.8M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
35K+ 389.31% |
$2M - $9.99M
|
44K
$2.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
34.7K+ 524.54% |
$1.98M - $9.9M
|
41.4K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
34.5K+ 401.91% |
$1.97M - $9.83M
|
43.1K
$2.68M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
34.4K+ 99.75% |
$1.96M - $9.81M
|
69K
$4.29M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
34.4K+ 391.83% |
$1.96M - $9.8M
|
43.2K
$2.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34.3K+ 416.21% |
$1.96M - $9.78M
|
42.6K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
34.3K+ 305.9% |
$1.95M - $9.78M
|
45.5K
$2.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
34.2K+ 403.73% |
$1.95M - $9.75M
|
42.7K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
34.1K+ 364.77% |
$1.94M - $9.72M
|
43.4K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
34.1K+ 391.27% |
$1.94M - $9.71M
|
42.8K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
34K+ 366.32% |
$1.94M - $9.69M
|
43.3K
$2.69M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
34K+ 400.0% |
$1.94M - $9.68M
|
42.5K
$2.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
33.9K+ 471.9% |
$1.93M - $9.67M
|
41.1K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
33.9K+ 399.55% |
$1.93M - $9.67M
|
42.4K
$2.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
33.8K+ 403.87% |
$1.93M - $9.63M
|
42.2K
$2.62M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
33.6K+ 38.66% |
$1.91M - $9.57M
|
120K
$7.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
33.2K+ 415.55% |
$1.89M - $9.45M
|
41.1K
$2.56M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
33.1K+ 391.23% |
$1.89M - $9.43M
|
41.5K
$2.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
32.9K+ 400.0% |
$1.88M - $9.39M
|
41.2K
$2.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
32.9K+ 422.03% |
$1.88M - $9.39M
|
40.8K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
32.9K+ 393.25% |
$1.87M - $9.37M
|
41.3K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
32.9K+ 421.89% |
$1.87M - $9.37M
|
40.7K
$2.53M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
32.5K+ 388.48% |
$1.85M - $9.27M
|
40.9K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
32.5K+ 402.53% |
$1.85M - $9.26M
|
40.5K
$2.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
32.5K+ 413.5% |
$1.85M - $9.25M
|
40.3K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
32.2K+ 373.68% |
$1.83M - $9.17M
|
40.8K
$2.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
32K+ 401.62% |
$1.83M - $9.13M
|
40K
$2.49M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
31.9K+ 399.04% |
$1.82M - $9.08M
|
39.8K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
31.8K+ 399.95% |
$1.81M - $9.06M
|
39.7K
$2.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
31.8K+ 402.98% |
$1.81M - $9.06M
|
39.7K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
31.5K+ 128.64% |
$1.8M - $8.98M
|
56K
$3.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
31.3K+ 411.76% |
$1.78M - $8.92M
|
38.9K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
31.3K+ 330.35% |
$1.78M - $8.92M
|
40.8K
$2.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31.3K+ 388.55% |
$1.78M - $8.91M
|
39.3K
$2.44M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
31.2K+ 407.89% |
$1.78M - $8.89M
|
38.8K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
31.1K+ 395.61% |
$1.77M - $8.87M
|
39K
$2.42M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
31.1K+ 376.65% |
$1.77M - $8.86M
|
39.3K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
31K+ 461.34% |
$1.77M - $8.83M
|
37.7K
$2.34M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
31K+ 398.38% |
$1.76M - $8.82M
|
38.7K
$2.41M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
30.9K+ 386.16% |
$1.76M - $8.79M
|
38.8K
$2.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
30.7K+ 405.82% |
$1.75M - $8.74M
|
38.2K
$2.37M
|
|
|
May 07, 2024
Q1 2024
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
30.6K+ 400.89% |
$1.74M - $8.72M
|
38.2K
$2.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
30.1K+ 421.51% |
$1.72M - $8.59M
|
37.3K
$2.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
30K+ 427.32% |
$1.71M - $8.56M
|
37.1K
$2.3M
|