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 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
22.5KNew |
$1.28M - $6.4M
|
22.5K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22.4K+ 400.05% |
$1.28M - $6.38M
|
28K
$1.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
22.3K+ 387.98% |
$1.27M - $6.36M
|
28.1K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
22.3K+ 400.0% |
$1.27M - $6.36M
|
27.9K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
22.3K+ 378.87% |
$1.27M - $6.35M
|
28.1K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
22.2K+ 385.83% |
$1.26M - $6.32M
|
27.9K
$1.74M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
22.2K+ 399.26% |
$1.26M - $6.31M
|
27.7K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
22.1K+ 383.48% |
$1.26M - $6.3M
|
27.9K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
22K+ 413.12% |
$1.25M - $6.27M
|
27.3K
$1.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
22K+ 383.66% |
$1.25M - $6.27M
|
27.7K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
22K+ 432.08% |
$1.25M - $6.27M
|
27.1K
$1.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21.9K+ 386.19% |
$1.25M - $6.25M
|
27.6K
$1.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
21.8K+ 1424.8% |
$1.24M - $6.22M
|
23.4K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
21.8K+ 396.23% |
$1.24M - $6.21M
|
27.3K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
21.7K+ 254.9% |
$1.24M - $6.18M
|
30.2K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
21.6K+ 1090.77% |
$1.23M - $6.16M
|
23.6K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
21.6K+ 359.74% |
$1.23M - $6.15M
|
27.6K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
21.5K+ 401.29% |
$1.23M - $6.14M
|
26.9K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
21.5K+ 420.13% |
$1.22M - $6.12M
|
26.6K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
BUY
|
- |
21.4K+ 380.67% |
$1.22M - $6.09M
|
27K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21.4K+ 454.47% |
$1.22M - $6.09M
|
26.1K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
21.4K+ 375.43% |
$1.22M - $6.09M
|
27K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
21.3K+ 215.47% |
$1.21M - $6.07M
|
31.2K
$1.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21.2K+ 392.58% |
$1.21M - $6.04M
|
26.6K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
21KNew |
$1.2M - $5.99M
|
21K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
20.9K+ 358.18% |
$1.19M - $5.95M
|
26.7K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
20.8K+ 377.87% |
$1.18M - $5.92M
|
26.3K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
20.7K+ 587.05% |
$1.18M - $5.89M
|
24.2K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
20.6K+ 391.35% |
$1.18M - $5.88M
|
25.9K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
20.6K+ 364.52% |
$1.17M - $5.87M
|
26.3K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
20.6K+ 394.7% |
$1.17M - $5.86M
|
25.8K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
20.5K+ 321.82% |
$1.17M - $5.85M
|
26.9K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
20.5K+ 591.72% |
$1.17M - $5.84M
|
24K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.5K+ 44.35% |
$1.17M - $5.84M
|
66.7K
$4.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
20.5K+ 401.29% |
$1.17M - $5.84M
|
25.6K
$1.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
20.5K+ 405.95% |
$1.17M - $5.83M
|
25.5K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
20.5K+ 425.16% |
$1.17M - $5.83M
|
25.3K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
20.4K+ 253.63% |
$1.16M - $5.82M
|
28.5K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
20.3K+ 401.78% |
$1.16M - $5.8M
|
25.4K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.3K+ 645.1% |
$1.16M - $5.79M
|
23.5K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
20.3K+ 410.1% |
$1.16M - $5.79M
|
25.3K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
20.1K+ 433.64% |
$1.15M - $5.73M
|
24.8K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
BUY
|
- |
20.1K+ 398.89% |
$1.14M - $5.72M
|
25.1K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
20.1K+ 390.46% |
$1.14M - $5.72M
|
25.2K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
20K+ 302.67% |
$1.14M - $5.71M
|
26.7K
$1.66M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
20K+ 384.6% |
$1.14M - $5.71M
|
25.2K
$1.57M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
19.9K+ 388.86% |
$1.13M - $5.66M
|
25K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
19.8K+ 458.57% |
$1.13M - $5.63M
|
24.1K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
19.7K+ 392.47% |
$1.12M - $5.62M
|
24.7K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
19.7K+ 449.87% |
$1.12M - $5.6M
|
24K
$1.5M
|