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 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
19.6K+ 177.58% |
$1.12M - $5.59M
|
30.7K
$1.91M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.6K+ 431.2% |
$1.12M - $5.59M
|
24.1K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
19.6K+ 436.46% |
$1.12M - $5.58M
|
24.1K
$1.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
19.5K+ 352.99% |
$1.11M - $5.55M
|
25K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
19.4K+ 400.19% |
$1.11M - $5.54M
|
24.3K
$1.51M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
19.4K+ 400.0% |
$1.11M - $5.53M
|
24.3K
$1.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
19.4K+ 374.58% |
$1.11M - $5.53M
|
24.6K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.3K+ 496.0% |
$1.1M - $5.51M
|
23.2K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
19.3K+ 399.59% |
$1.1M - $5.51M
|
24.2K
$1.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
19.3K+ 464.14% |
$1.1M - $5.51M
|
23.5K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
19.3K+ 417.04% |
$1.1M - $5.5M
|
23.9K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
19.2K+ 781.05% |
$1.09M - $5.46M
|
21.6K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
19.1K+ 484.51% |
$1.09M - $5.44M
|
23K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
19.1K+ 386.13% |
$1.09M - $5.43M
|
24K
$1.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
19K+ 389.52% |
$1.08M - $5.4M
|
23.8K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
18.9K+ 457.37% |
$1.08M - $5.39M
|
23K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
18.9K+ 348.36% |
$1.08M - $5.38M
|
24.3K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
18.7K+ 532.8% |
$1.07M - $5.34M
|
22.3K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
18.7K+ 545.3% |
$1.07M - $5.33M
|
22.2K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
18.7K+ 263.72% |
$1.07M - $5.33M
|
25.8K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
18.7K+ 381.33% |
$1.06M - $5.33M
|
23.6K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 87.51% |
$1.06M - $5.32M
|
40K
$2.49M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18.5K+ 415.79% |
$1.05M - $5.27M
|
22.9K
$1.43M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
18.3K+ 467.48% |
$1.04M - $5.22M
|
22.3K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18.3K+ 337.09% |
$1.04M - $5.22M
|
23.7K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
18.3K+ 409.72% |
$1.04M - $5.21M
|
22.8K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 367.0% |
$1.04M - $5.21M
|
23.3K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
18.2K+ 517.77% |
$1.04M - $5.2M
|
21.8K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 400.0% |
$1.04M - $5.19M
|
22.8K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18.2K+ 391.4% |
$1.04M - $5.19M
|
22.9K
$1.42M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18.2K+ 400.73% |
$1.04M - $5.18M
|
22.7K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
18.1K+ 489.37% |
$1.03M - $5.17M
|
21.8K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.1KNew |
$1.03M - $5.15M
|
18.1K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17.9K+ 381.25% |
$1.02M - $5.11M
|
22.6K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
17.8K+ 395.52% |
$1.02M - $5.09M
|
22.4K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
17.8K+ 396.25% |
$1.02M - $5.08M
|
22.3K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.8K+ 387.07% |
$1.01M - $5.08M
|
22.4K
$1.4M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
17.8K+ 403.96% |
$1.01M - $5.06M
|
22.1K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
17.7K+ 388.94% |
$1.01M - $5.04M
|
22.2K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
17.6K+ 403.08% |
$1.01M - $5.03M
|
22K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17.6K+ 359.38% |
$1.01M - $5.03M
|
22.6K
$1.41M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
17.6KNew |
$1M - $5.02M
|
17.6K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17.6K+ 298.81% |
$1M - $5.01M
|
23.5K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
17.6K+ 393.61% |
$1M - $5M
|
22K
$1.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 388.03% |
$1M - $5M
|
22.1K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
17.5K+ 2340.51% |
$998K - $4.99M
|
18.3K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17.5K+ 400.0% |
$996K - $4.98M
|
21.9K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
17.5K+ 400.0% |
$996K - $4.98M
|
21.9K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17.5K+ 408.06% |
$995K - $4.97M
|
21.7K
$1.35M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17.4K+ 1495.79% |
$992K - $4.96M
|
18.6K
$1.16M
|