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 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
8.68K+ 400.88% |
$494K - $2.47M
|
10.8K
$679K
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
8.66K+ 414.05% |
$494K - $2.47M
|
10.8K
$673K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
8.64K+ 400.0% |
$492K - $2.46M
|
10.8K
$676K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
8.62K+ 543.23% |
$491K - $2.46M
|
10.2K
$639K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.62K+ 395.41% |
$491K - $2.46M
|
10.8K
$676K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
8.59K+ 332.84% |
$490K - $2.45M
|
11.2K
$700K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
8.59K+ 379.07% |
$489K - $2.45M
|
10.9K
$679K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
8.58K+ 400.33% |
$489K - $2.44M
|
10.7K
$671K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
8.54K+ 400.19% |
$487K - $2.43M
|
10.7K
$668K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
8.51K+ 386.46% |
$485K - $2.42M
|
10.7K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.48K+ 571.18% |
$483K - $2.42M
|
9.97K
$624K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
8.45K+ 352.63% |
$481K - $2.41M
|
10.8K
$679K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
8.44K+ 371.02% |
$481K - $2.4M
|
10.7K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.43K+ 399.95% |
$480K - $2.4M
|
10.5K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
8.41K+ 396.89% |
$479K - $2.4M
|
10.5K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
8.38K+ 388.42% |
$478K - $2.39M
|
10.5K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.35K+ 1954.57% |
$476K - $2.38M
|
8.77K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8.34K+ 400.0% |
$475K - $2.38M
|
10.4K
$652K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.33K+ 384.32% |
$475K - $2.37M
|
10.5K
$657K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
8.33K+ 1148.28% |
$474K - $2.37M
|
9.05K
$567K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.3K+ 413.35% |
$473K - $2.36M
|
10.3K
$645K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8.3K+ 400.0% |
$473K - $2.36M
|
10.4K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.25K+ 432.77% |
$470K - $2.35M
|
10.2K
$636K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.23K+ 422.21% |
$469K - $2.35M
|
10.2K
$638K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.22K+ 420.45% |
$469K - $2.34M
|
10.2K
$637K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8.21K+ 119.52% |
$468K - $2.34M
|
15.1K
$944K
|
|
|
Apr 29, 2024
Q1 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
8.21K+ 400.0% |
$468K - $2.34M
|
10.3K
$642K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8.2K+ 396.23% |
$467K - $2.34M
|
10.3K
$643K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
8.17K+ 295.58% |
$465K - $2.33M
|
10.9K
$684K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.15K+ 673.0% |
$464K - $2.32M
|
9.36K
$586K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.14K+ 373.69% |
$464K - $2.32M
|
10.3K
$646K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
8.14KNew |
$464K - $2.32M
|
8.14K
$509K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.13K+ 568.67% |
$463K - $2.32M
|
9.56K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.13KNew |
$463K - $2.32M
|
8.13K
$509K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8.08K+ 405.37% |
$461K - $2.3M
|
10.1K
$631K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
8.08K+ 400.0% |
$460K - $2.3M
|
10.1K
$632K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
8.05K+ 403.51% |
$459K - $2.3M
|
10.1K
$629K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8.02K+ 387.91% |
$457K - $2.28M
|
10.1K
$631K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.01K+ 387.8% |
$456K - $2.28M
|
10.1K
$631K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
7.99K+ 415.49% |
$455K - $2.28M
|
9.92K
$621K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
7.98KNew |
$455K - $2.27M
|
7.98K
$500K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
7.96KNew |
$454K - $2.27M
|
7.96K
$498K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.96K+ 250.41% |
$453K - $2.27M
|
11.1K
$697K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
7.95K+ 510.47% |
$453K - $2.27M
|
9.51K
$595K
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
7.93K+ 429.1% |
$452K - $2.26M
|
9.78K
$613K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
7.9K+ 405.28% |
$450K - $2.25M
|
9.85K
$617K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
7.89K+ 393.76% |
$450K - $2.25M
|
9.9K
$620K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.88K+ 401.02% |
$449K - $2.24M
|
9.84K
$616K
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
7.8K+ 406.35% |
$445K - $2.22M
|
9.72K
$609K
|
|
|
May 07, 2024
Q1 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.8K+ 400.0% |
$444K - $2.22M
|
9.75K
$610K
|