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 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
17.4K+ 370.33% |
$989K - $4.95M
|
22K
$1.38M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
17.2K+ 407.18% |
$983K - $4.92M
|
21.5K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
17.2K+ 402.39% |
$978K - $4.89M
|
21.4K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
17.1K+ 415.9% |
$976K - $4.88M
|
21.3K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
17.1K+ 391.05% |
$974K - $4.87M
|
21.5K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
17KNew |
$970K - $4.85M
|
17K
$1.07M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
17K+ 341.84% |
$969K - $4.85M
|
22K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
BUY
|
- |
17K+ 386.51% |
$967K - $4.84M
|
21.4K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
16.9K+ 391.05% |
$966K - $4.83M
|
21.3K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
16.9K+ 369.18% |
$962K - $4.81M
|
21.5K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
16.8K+ 373.54% |
$957K - $4.79M
|
21.3K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
16.7K+ 389.56% |
$950K - $4.75M
|
21K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
16.7K+ 400.05% |
$950K - $4.75M
|
20.8K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
16.7K+ 403.46% |
$949K - $4.75M
|
20.8K
$1.3M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
16.6K+ 396.3% |
$946K - $4.73M
|
20.8K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.6K+ 259.53% |
$945K - $4.73M
|
23K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
16.6K+ 400.1% |
$944K - $4.72M
|
20.7K
$1.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16.5K+ 384.85% |
$942K - $4.71M
|
20.8K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
16.5K+ 379.01% |
$941K - $4.71M
|
20.9K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
16.5K+ 548.44% |
$940K - $4.7M
|
19.5K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
16.3K+ 534.36% |
$928K - $4.64M
|
19.3K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
16.3KNew |
$926K - $4.63M
|
16.3K
$1.02M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
16.2K+ 404.99% |
$926K - $4.63M
|
20.3K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
16.2K+ 542.5% |
$925K - $4.63M
|
19.2K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
16.2K+ 400.0% |
$923K - $4.62M
|
20.3K
$1.27M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
16.1K+ 408.62% |
$919K - $4.6M
|
20.1K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
16.1K+ 391.85% |
$917K - $4.59M
|
20.2K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
16.1K+ 358.82% |
$916K - $4.58M
|
20.5K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
16K+ 400.0% |
$914K - $4.57M
|
20.1K
$1.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
16K+ 381.55% |
$913K - $4.57M
|
20.2K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
16K+ 400.17% |
$912K - $4.56M
|
20K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
16K+ 403.79% |
$912K - $4.56M
|
20K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
15.9K+ 410.03% |
$909K - $4.54M
|
19.8K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
15.9K+ 384.84% |
$904K - $4.52M
|
20K
$1.25M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 481.37% |
$904K - $4.52M
|
19.2K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15.9K+ 421.47% |
$904K - $4.52M
|
19.6K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
15.8K+ 390.48% |
$900K - $4.5M
|
19.8K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
15.8K+ 394.24% |
$898K - $4.49M
|
19.8K
$1.24M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
15.7K+ 431.97% |
$896K - $4.48M
|
19.4K
$1.21M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.6KNew |
$886K - $4.43M
|
15.6K
$974K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
15.5K+ 397.29% |
$885K - $4.43M
|
19.4K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15.5K+ 573.07% |
$884K - $4.42M
|
18.2K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
15.5KNew |
$883K - $4.41M
|
15.5K
$970K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.5K+ 323.0% |
$882K - $4.41M
|
20.3K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
15.4K+ 412.01% |
$880K - $4.4M
|
19.2K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
15.4K+ 389.53% |
$879K - $4.4M
|
19.4K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
15.4K+ 659.14% |
$878K - $4.39M
|
17.7K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
15.3K+ 316.85% |
$873K - $4.37M
|
20.2K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.3KNew |
$872K - $4.36M
|
15.3K
$958K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.2K+ 707.07% |
$867K - $4.33M
|
17.4K
$1.09M
|