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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
2.19M+ 291.43% |
$125M - $625M
|
2.95M
$186M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.12M+ 458.29% |
$121M - $603M
|
2.58M
$162M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
2.11M+ 719.26% |
$121M - $603M
|
2.41M
$152M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.08M+ 190.93% |
$119M - $594M
|
3.17M
$200M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.08M+ 397.94% |
$119M - $593M
|
2.6M
$164M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.08M+ 417.42% |
$118M - $592M
|
2.58M
$162M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.05M+ 364.48% |
$117M - $584M
|
2.61M
$164M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.05M+ 444.07% |
$117M - $583M
|
2.51M
$158M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.02M+ 409.82% |
$115M - $575M
|
2.51M
$158M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.99M+ 326.03% |
$113M - $566M
|
2.59M
$163M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95M+ 419.37% |
$111M - $555M
|
2.41M
$152M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.91M+ 412.9% |
$109M - $544M
|
2.37M
$149M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.9M+ 402.63% |
$108M - $541M
|
2.37M
$149M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.82M+ 371.04% |
$104M - $520M
|
2.32M
$146M
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.8M+ 444.46% |
$102M - $512M
|
2.2M
$139M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
1.79M+ 775.41% |
$102M - $510M
|
2.02M
$127M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.76M+ 415.56% |
$100M - $502M
|
2.18M
$138M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.71M+ 385.15% |
$97.2M - $486M
|
2.15M
$135M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.61M+ 376.08% |
$91.9M - $460M
|
2.04M
$129M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.58M+ 401.6% |
$89.9M - $450M
|
1.97M
$124M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.56M+ 426.11% |
$88.6M - $443M
|
1.92M
$121M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.55M+ 377.13% |
$88.1M - $440M
|
1.96M
$123M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.48M+ 403.36% |
$84.4M - $422M
|
1.85M
$116M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.45M+ 411.66% |
$82.7M - $414M
|
1.8M
$114M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.43M+ 400.84% |
$81.3M - $406M
|
1.78M
$112M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.4M+ 421.0% |
$79.9M - $400M
|
1.74M
$109M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.38M+ 430.58% |
$78.8M - $394M
|
1.7M
$107M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
1.3M+ 414.8% |
$74.4M - $372M
|
1.62M
$102M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.29M+ 399.78% |
$73.7M - $368M
|
1.62M
$102M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.26M+ 377.65% |
$71.6M - $358M
|
1.59M
$100M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.24M+ 378.38% |
$70.9M - $354M
|
1.57M
$99M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.22M+ 399.25% |
$69.3M - $347M
|
1.52M
$95.8M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.21M+ 392.75% |
$69M - $345M
|
1.52M
$95.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.19M+ 411.53% |
$67.9M - $340M
|
1.48M
$93.3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.19M+ 360.84% |
$67.8M - $339M
|
1.52M
$95.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.17M+ 374.87% |
$66.5M - $333M
|
1.48M
$93.1M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.16M+ 369.63% |
$66M - $330M
|
1.47M
$92.7M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
1.14M+ 402.17% |
$65.1M - $326M
|
1.43M
$89.9M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.14M+ 400.93% |
$65.1M - $325M
|
1.43M
$89.9M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.14M+ 419.42% |
$64.8M - $324M
|
1.41M
$88.8M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
1.13M+ 376.44% |
$64.5M - $323M
|
1.43M
$90.3M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.07M+ 3673.61% |
$60.9M - $305M
|
1.1M
$69.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.06M+ 419.67% |
$60.7M - $303M
|
1.32M
$83M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03M+ 423.32% |
$58.5M - $293M
|
1.27M
$80M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.02M+ 411.85% |
$58.4M - $292M
|
1.27M
$80.2M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.02M+ 332.3% |
$58M - $290M
|
1.32M
$83.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.01M+ 404.17% |
$57.7M - $288M
|
1.26M
$79.5M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
994K+ 422.64% |
$56.6M - $283M
|
1.23M
$77.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
982K+ 426.93% |
$56M - $280M
|
1.21M
$76.4M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
972K+ 410.14% |
$55.4M - $277M
|
1.21M
$76.2M
|