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 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
25.9K+ 395.04% |
$1.47M - $7.37M
|
32.4K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
25.9K+ 367.63% |
$1.47M - $7.37M
|
32.9K
$2.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
25.8K+ 400.67% |
$1.47M - $7.36M
|
32.3K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25.8K+ 368.56% |
$1.47M - $7.35M
|
32.8K
$2.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
25.7K+ 385.59% |
$1.46M - $7.32M
|
32.4K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
25.7K+ 388.86% |
$1.46M - $7.31M
|
32.3K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
BUY
|
- |
25.6K+ 210.57% |
$1.46M - $7.3M
|
37.8K
$2.35M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25.6K+ 396.0% |
$1.46M - $7.29M
|
32K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
25.5K+ 400.47% |
$1.45M - $7.27M
|
31.9K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
25.5K+ 392.6% |
$1.45M - $7.25M
|
31.9K
$1.99M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
25.4K+ 370.8% |
$1.45M - $7.24M
|
32.3K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25.3K+ 390.69% |
$1.44M - $7.2M
|
31.7K
$1.98M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
24.9K+ 413.7% |
$1.42M - $7.11M
|
31K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
24.9K+ 400.05% |
$1.42M - $7.1M
|
31.2K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
24.8K+ 2199.38% |
$1.41M - $7.07M
|
25.9K
$1.62M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.8K+ 403.42% |
$1.41M - $7.06M
|
30.9K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24.8K+ 394.57% |
$1.41M - $7.06M
|
31K
$1.93M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24.7K+ 458.04% |
$1.41M - $7.05M
|
30.1K
$1.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
24.6K+ 400.0% |
$1.4M - $7M
|
30.7K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
24.5K+ 414.37% |
$1.39M - $6.97M
|
30.4K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
24.4K+ 388.9% |
$1.39M - $6.96M
|
30.7K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 390.66% |
$1.38M - $6.91M
|
30.5K
$1.9M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
24.3K+ 360.29% |
$1.38M - $6.91M
|
31K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
24.2K+ 400.0% |
$1.38M - $6.91M
|
30.3K
$1.89M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
24K+ 384.07% |
$1.37M - $6.83M
|
30.2K
$1.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23.9K+ 369.91% |
$1.36M - $6.81M
|
30.4K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
23.8K+ 412.39% |
$1.36M - $6.79M
|
29.6K
$1.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
23.8K+ 394.14% |
$1.36M - $6.79M
|
29.9K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23.8K+ 479.83% |
$1.36M - $6.78M
|
28.8K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
23.6K+ 419.46% |
$1.35M - $6.73M
|
29.3K
$1.82M
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
BUY
|
- |
23.4K+ 401.49% |
$1.33M - $6.68M
|
29.3K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
23.3K+ 384.7% |
$1.33M - $6.63M
|
29.3K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23.2K+ 700.39% |
$1.32M - $6.62M
|
26.6K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
23.2K+ 636.9% |
$1.32M - $6.62M
|
26.9K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
23.1K+ 400.29% |
$1.32M - $6.59M
|
28.9K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
23.1K+ 393.8% |
$1.31M - $6.58M
|
28.9K
$1.8M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23K+ 210.96% |
$1.31M - $6.57M
|
34K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
23K+ 423.36% |
$1.31M - $6.56M
|
28.5K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
23K+ 501.81% |
$1.31M - $6.55M
|
27.6K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
22.9K+ 365.32% |
$1.31M - $6.54M
|
29.2K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
22.8K+ 407.38% |
$1.3M - $6.51M
|
28.4K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
22.8K+ 987.98% |
$1.3M - $6.49M
|
25.1K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
22.7K+ 389.22% |
$1.3M - $6.48M
|
28.6K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
22.7K+ 352.75% |
$1.29M - $6.47M
|
29.1K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
22.7K+ 401.01% |
$1.29M - $6.46M
|
28.3K
$1.76M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
22.6K+ 406.19% |
$1.29M - $6.45M
|
28.2K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
22.6K+ 400.0% |
$1.29M - $6.44M
|
28.3K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
22.5KNew |
$1.28M - $6.41M
|
22.5K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
22.5K+ 423.3% |
$1.28M - $6.41M
|
27.8K
$1.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.5K+ 438.77% |
$1.28M - $6.41M
|
27.6K
$1.72M
|