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 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
9.57K+ 395.86% |
$545K - $2.73M
|
12K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
9.56K+ 366.45% |
$545K - $2.72M
|
12.2K
$762K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
9.53K+ 396.38% |
$543K - $2.72M
|
11.9K
$747K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.52K+ 374.96% |
$543K - $2.71M
|
12.1K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9.5K+ 627.83% |
$541K - $2.71M
|
11K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.5K+ 443.58% |
$541K - $2.71M
|
11.6K
$729K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.41K+ 399.91% |
$536K - $2.68M
|
11.8K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.4K+ 398.69% |
$536K - $2.68M
|
11.8K
$736K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
9.36K+ 446.49% |
$534K - $2.67M
|
11.5K
$718K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.36K+ 399.02% |
$533K - $2.67M
|
11.7K
$733K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
9.36K+ 400.0% |
$533K - $2.67M
|
11.7K
$732K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.33K+ 396.18% |
$532K - $2.66M
|
11.7K
$732K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
9.33K+ 340.03% |
$531K - $2.66M
|
12.1K
$756K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
9.29K+ 403.39% |
$529K - $2.65M
|
11.6K
$726K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
9.29K+ 418.19% |
$529K - $2.65M
|
11.5K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
9.28K+ 428.88% |
$529K - $2.64M
|
11.4K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
9.27K+ 400.09% |
$528K - $2.64M
|
11.6K
$726K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
9.26K+ 400.0% |
$528K - $2.64M
|
11.6K
$725K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
9.26K+ 312.91% |
$528K - $2.64M
|
12.2K
$765K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
9.26K+ 392.37% |
$527K - $2.64M
|
11.6K
$727K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
9.25KNew |
$527K - $2.64M
|
9.25K
$579K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.25K+ 406.42% |
$527K - $2.63M
|
11.5K
$721K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9.25K+ 376.12% |
$527K - $2.63M
|
11.7K
$733K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
9.24K+ 469.61% |
$527K - $2.63M
|
11.2K
$702K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
9.24K+ 398.96% |
$526K - $2.63M
|
11.6K
$723K
|
|
|
May 10, 2024
Q1 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.23K+ 453.81% |
$526K - $2.63M
|
11.3K
$705K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.1K+ 445.74% |
$519K - $2.59M
|
11.1K
$698K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
9.06K+ 402.22% |
$516K - $2.58M
|
11.3K
$708K
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9.02KNew |
$514K - $2.57M
|
9.02K
$565K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.01K+ 431.29% |
$514K - $2.57M
|
11.1K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
9K+ 387.26% |
$513K - $2.56M
|
11.3K
$709K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
8.99K+ 389.1% |
$512K - $2.56M
|
11.3K
$708K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.99K+ 453.35% |
$512K - $2.56M
|
11K
$687K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
8.96K+ 373.5% |
$511K - $2.55M
|
11.4K
$712K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
8.93K+ 396.63% |
$509K - $2.55M
|
11.2K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
8.91K+ 443.31% |
$507K - $2.54M
|
10.9K
$683K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
8.89K+ 400.0% |
$507K - $2.53M
|
11.1K
$696K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
8.88K+ 401.13% |
$506K - $2.53M
|
11.1K
$695K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.86K+ 400.0% |
$505K - $2.53M
|
11.1K
$694K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
8.85KNew |
$504K - $2.52M
|
8.85K
$554K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.84K+ 10649.4% |
$504K - $2.52M
|
8.92K
$559K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
8.83K+ 307.38% |
$503K - $2.52M
|
11.7K
$733K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.81K+ 559.43% |
$502K - $2.51M
|
10.4K
$650K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
8.81K+ 398.6% |
$502K - $2.51M
|
11K
$690K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
8.79K+ 400.05% |
$501K - $2.5M
|
11K
$688K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8.78K+ 398.55% |
$500K - $2.5M
|
11K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
8.77K+ 400.46% |
$499K - $2.5M
|
11K
$686K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.73K+ 401.33% |
$498K - $2.49M
|
10.9K
$683K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
8.72K+ 404.22% |
$497K - $2.48M
|
10.9K
$681K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
8.71K+ 400.14% |
$496K - $2.48M
|
10.9K
$681K
|