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 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
30K+ 282.67% |
$1.71M - $8.55M
|
40.6K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
29.9K+ 509.32% |
$1.71M - $8.53M
|
35.8K
$2.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
29.8K+ 395.95% |
$1.7M - $8.5M
|
37.4K
$2.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
29.8K+ 367.48% |
$1.7M - $8.5M
|
38K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.8K+ 348.66% |
$1.7M - $8.49M
|
38.4K
$2.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
29.8K+ 428.48% |
$1.7M - $8.48M
|
36.7K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
29.7KNew |
$1.69M - $8.47M
|
29.7K
$1.85M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
29.7K+ 391.13% |
$1.69M - $8.46M
|
37.3K
$2.32M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
29.5K+ 368.79% |
$1.68M - $8.42M
|
37.5K
$2.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
29.5K+ 218.22% |
$1.68M - $8.41M
|
43.1K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
29.4K+ 1755.93% |
$1.68M - $8.39M
|
31.1K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
29.4K+ 401.15% |
$1.68M - $8.38M
|
36.7K
$2.29M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
29.3K+ 409.79% |
$1.67M - $8.36M
|
36.5K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
29.1K+ 397.34% |
$1.66M - $8.31M
|
36.5K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
28.9K+ 400.0% |
$1.65M - $8.23M
|
36.1K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
28.7K+ 470.52% |
$1.64M - $8.19M
|
34.9K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
28.7K+ 312.79% |
$1.64M - $8.18M
|
37.9K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
28.7KNew |
$1.63M - $8.17M
|
28.7K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
28.7K+ 400.0% |
$1.63M - $8.17M
|
35.8K
$2.23M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
28.6K+ 394.7% |
$1.63M - $8.15M
|
35.8K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
28.5K+ 393.36% |
$1.63M - $8.13M
|
35.8K
$2.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
28.5K+ 400.0% |
$1.63M - $8.13M
|
35.7K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
28.2K+ 391.32% |
$1.61M - $8.03M
|
35.4K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
28.1K+ 424.08% |
$1.6M - $8.01M
|
34.7K
$2.16M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
28.1K+ 376.43% |
$1.6M - $8M
|
35.5K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28K+ 336.52% |
$1.6M - $7.98M
|
36.3K
$2.26M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
27.9K+ 400.0% |
$1.59M - $7.96M
|
34.9K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
27.9K+ 82.66% |
$1.59M - $7.95M
|
61.7K
$3.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
27.7K+ 396.06% |
$1.58M - $7.91M
|
34.7K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
27.7K+ 453.32% |
$1.58M - $7.89M
|
33.8K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
27.6K+ 352.5% |
$1.57M - $7.87M
|
35.4K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
27.6K+ 372.98% |
$1.57M - $7.86M
|
35K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
27.5K+ 358.74% |
$1.57M - $7.84M
|
35.2K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
27.5K+ 394.27% |
$1.57M - $7.84M
|
34.5K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
27.4K+ 375.09% |
$1.56M - $7.81M
|
34.7K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
27.3K+ 385.35% |
$1.55M - $7.77M
|
34.3K
$2.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
27.2K+ 394.3% |
$1.55M - $7.76M
|
34.2K
$2.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
27.2K+ 399.57% |
$1.55M - $7.74M
|
34K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
27K+ 400.0% |
$1.54M - $7.7M
|
33.8K
$2.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
26.9K+ 448.08% |
$1.53M - $7.67M
|
32.9K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
26.7K+ 407.62% |
$1.52M - $7.62M
|
33.3K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.7K+ 2.13% |
$1.52M - $7.62M
|
1.28M
$79.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
26.7K+ 412.21% |
$1.52M - $7.6M
|
33.1K
$2.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
26.4K+ 400.44% |
$1.51M - $7.53M
|
33K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
26.3KNew |
$1.5M - $7.51M
|
26.3K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
26.3K+ 400.0% |
$1.5M - $7.5M
|
32.9K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
26.3K+ 506.93% |
$1.5M - $7.49M
|
31.5K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
26.2K+ 423.89% |
$1.49M - $7.45M
|
32.3K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
26K+ 391.34% |
$1.48M - $7.41M
|
32.6K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
25.9K+ 432.56% |
$1.48M - $7.38M
|
31.9K
$1.99M
|