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
|
Trust CO Of Virginia
|
BUY
|
- |
13.2K+ 407.81% |
$750K - $3.75M
|
16.4K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
13.2K+ 388.28% |
$750K - $3.75M
|
16.5K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.1K+ 761.41% |
$749K - $3.75M
|
14.9K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
13.1K+ 150.0% |
$748K - $3.74M
|
21.9K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
13.1K+ 403.32% |
$748K - $3.74M
|
16.4K
$1.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
13.1K+ 388.13% |
$746K - $3.73M
|
16.5K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
13.1K+ 375.06% |
$745K - $3.73M
|
16.6K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
13K+ 565.71% |
$743K - $3.71M
|
15.3K
$960K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
13K+ 414.01% |
$743K - $3.71M
|
16.2K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13K+ 190.56% |
$740K - $3.7M
|
19.8K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
13K+ 388.62% |
$739K - $3.7M
|
16.3K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
13K+ 395.97% |
$739K - $3.7M
|
16.2K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13K+ 410.9% |
$739K - $3.69M
|
16.1K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13K+ 172.68% |
$739K - $3.69M
|
20.5K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
13K+ 306.51% |
$738K - $3.69M
|
17.2K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
12.9K+ 475.19% |
$735K - $3.67M
|
15.6K
$977K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
12.9K+ 217.74% |
$732K - $3.66M
|
18.8K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12.8K+ 409.63% |
$729K - $3.65M
|
15.9K
$997K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
12.6K+ 332.04% |
$716K - $3.58M
|
16.4K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
12.5K+ 390.08% |
$715K - $3.58M
|
15.8K
$987K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.5K+ 485.24% |
$714K - $3.57M
|
15.1K
$946K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 405.57% |
$710K - $3.55M
|
15.5K
$972K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
12.4K+ 379.16% |
$709K - $3.55M
|
15.7K
$985K
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
12.4K+ 392.06% |
$704K - $3.52M
|
15.5K
$970K
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
12.3KNew |
$703K - $3.52M
|
12.3K
$773K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3K+ 556.09% |
$703K - $3.51M
|
14.6K
$911K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
12.3K+ 377.27% |
$700K - $3.5M
|
15.5K
$973K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.2K+ 545.36% |
$696K - $3.48M
|
14.5K
$905K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12.2K+ 400.43% |
$693K - $3.47M
|
15.2K
$952K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.1K+ 413.42% |
$692K - $3.46M
|
15.1K
$944K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.1K+ 59.16% |
$691K - $3.46M
|
32.6K
$2.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
12.1K+ 432.89% |
$690K - $3.45M
|
14.9K
$933K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
12.1K+ 400.0% |
$689K - $3.45M
|
15.1K
$946K
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
12.1K+ 400.0% |
$689K - $3.44M
|
15.1K
$946K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
12.1K+ 400.0% |
$688K - $3.44M
|
15.1K
$944K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12K+ 381.28% |
$685K - $3.42M
|
15.2K
$949K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
12KNew |
$684K - $3.42M
|
12K
$751K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12K+ 363.59% |
$681K - $3.41M
|
15.2K
$954K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
11.9K+ 382.64% |
$678K - $3.39M
|
15K
$940K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.9K+ 409.64% |
$678K - $3.39M
|
14.8K
$927K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
11.9K+ 394.69% |
$678K - $3.39M
|
14.9K
$934K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
11.9K+ 381.89% |
$676K - $3.38M
|
15K
$938K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.9K+ 494.99% |
$675K - $3.38M
|
14.3K
$892K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
11.8K+ 384.72% |
$674K - $3.37M
|
14.9K
$934K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.8K+ 374.18% |
$674K - $3.37M
|
15K
$938K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 57.83% |
$673K - $3.37M
|
32.2K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11.8K+ 653.8% |
$672K - $3.36M
|
13.6K
$852K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11.8KNew |
$672K - $3.36M
|
11.8K
$739K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
11.8K+ 418.04% |
$672K - $3.36M
|
14.6K
$915K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
11.8K+ 413.13% |
$672K - $3.36M
|
14.7K
$917K
|