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 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10.8K+ 401.26% |
$616K - $3.08M
|
13.5K
$845K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10.8K+ 420.74% |
$615K - $3.08M
|
13.4K
$836K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.8K+ 407.19% |
$613K - $3.06M
|
13.4K
$839K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10.7K+ 396.19% |
$610K - $3.05M
|
13.4K
$840K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
10.7K+ 400.0% |
$608K - $3.04M
|
13.3K
$835K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.6K+ 390.46% |
$606K - $3.03M
|
13.4K
$837K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.6K+ 410.17% |
$605K - $3.02M
|
13.2K
$826K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.6K+ 394.33% |
$602K - $3.01M
|
13.3K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
10.6K+ 1411.21% |
$602K - $3.01M
|
11.3K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
10.6K+ 400.0% |
$602K - $3.01M
|
13.2K
$827K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
10.6K+ 394.4% |
$602K - $3.01M
|
13.2K
$829K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.5K+ 399.24% |
$601K - $3.01M
|
13.2K
$826K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.5K+ 400.08% |
$599K - $3M
|
13.1K
$823K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
10.5K+ 412.01% |
$598K - $2.99M
|
13K
$816K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 634.18% |
$594K - $2.97M
|
12.1K
$756K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.4KNew |
$592K - $2.96M
|
10.4K
$651K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10.4K+ 400.0% |
$590K - $2.95M
|
12.9K
$810K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
10.3K+ 396.88% |
$587K - $2.93M
|
12.9K
$807K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
10.3KNew |
$585K - $2.93M
|
10.3K
$643K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.3K+ 406.7% |
$585K - $2.93M
|
12.8K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
10.3K+ 401.13% |
$584K - $2.92M
|
12.8K
$802K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10.2K+ 394.52% |
$582K - $2.91M
|
12.8K
$802K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10.2K+ 430.65% |
$582K - $2.91M
|
12.6K
$788K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
10.2K+ 419.42% |
$578K - $2.89M
|
12.6K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.1KNew |
$578K - $2.89M
|
10.1K
$635K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.1K+ 407.69% |
$574K - $2.87M
|
12.5K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10K+ 448.19% |
$571K - $2.86M
|
12.3K
$768K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
10K+ 400.24% |
$571K - $2.86M
|
12.5K
$784K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10KNew |
$571K - $2.85M
|
10K
$627K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
9.99K+ 401.24% |
$569K - $2.85M
|
12.5K
$781K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
9.99K+ 399.96% |
$569K - $2.85M
|
12.5K
$782K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
9.99K+ 365.5% |
$569K - $2.85M
|
12.7K
$797K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
9.98K+ 397.61% |
$569K - $2.84M
|
12.5K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
9.88K+ 400.0% |
$563K - $2.82M
|
12.4K
$773K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
9.87K+ 375.78% |
$562K - $2.81M
|
12.5K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9.85K+ 416.93% |
$561K - $2.81M
|
12.2K
$765K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.84K+ 402.49% |
$561K - $2.8M
|
12.3K
$769K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9.83K+ 726.85% |
$560K - $2.8M
|
11.2K
$700K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.83K+ 365.28% |
$560K - $2.8M
|
12.5K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.82K+ 459.69% |
$559K - $2.8M
|
12K
$749K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9.81K+ 734.13% |
$559K - $2.8M
|
11.1K
$698K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
9.79K+ 402.18% |
$558K - $2.79M
|
12.2K
$765K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
9.77K+ 386.17% |
$557K - $2.78M
|
12.3K
$770K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.68K+ 508.46% |
$551K - $2.76M
|
11.6K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
9.66K+ 402.63% |
$550K - $2.75M
|
12.1K
$755K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
9.65K+ 366.63% |
$550K - $2.75M
|
12.3K
$769K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.61K+ 401.38% |
$548K - $2.74M
|
12K
$752K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.61K+ 401.38% |
$548K - $2.74M
|
12K
$752K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
9.6K+ 389.85% |
$547K - $2.74M
|
12.1K
$755K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.59K+ 277.17% |
$546K - $2.73M
|
13.1K
$817K
|