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 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
7.76K+ 370.81% |
$442K - $2.21M
|
9.85K
$617K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
7.76K+ 388.72% |
$442K - $2.21M
|
9.75K
$610K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.72K+ 275.71% |
$440K - $2.2M
|
10.5K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
7.72K+ 399.69% |
$440K - $2.2M
|
9.65K
$604K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
7.68K+ 418.01% |
$438K - $2.19M
|
9.52K
$596K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.67K+ 543.69% |
$437K - $2.18M
|
9.08K
$568K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
7.64K+ 396.11% |
$435K - $2.18M
|
9.57K
$599K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7.63K+ 345.09% |
$435K - $2.17M
|
9.84K
$616K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.62K+ 325.67% |
$434K - $2.17M
|
9.97K
$624K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
7.57K+ 400.21% |
$431K - $2.16M
|
9.46K
$593K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
7.53K+ 3960.53% |
$429K - $2.14M
|
7.72K
$483K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
7.49K+ 400.37% |
$427K - $2.13M
|
9.36K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
7.47K+ 404.06% |
$425K - $2.13M
|
9.32K
$583K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
7.46K+ 400.0% |
$425K - $2.13M
|
9.33K
$584K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
7.45K+ 404.61% |
$425K - $2.12M
|
9.3K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7.45K+ 400.0% |
$424K - $2.12M
|
9.31K
$583K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.44K+ 412.19% |
$424K - $2.12M
|
9.25K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.42K+ 393.17% |
$423K - $2.12M
|
9.31K
$583K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
7.41K+ 396.84% |
$422K - $2.11M
|
9.28K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
7.38KNew |
$420K - $2.1M
|
7.38K
$462K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7.35K+ 409.08% |
$419K - $2.09M
|
9.14K
$572K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.31K+ 412.06% |
$417K - $2.08M
|
9.08K
$569K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
7.28K+ 400.0% |
$415K - $2.07M
|
9.1K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
7.27K+ 400.0% |
$414K - $2.07M
|
9.09K
$569K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.25K+ 400.0% |
$413K - $2.07M
|
9.06K
$567K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
7.24K+ 385.62% |
$413K - $2.06M
|
9.12K
$571K
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
7.24K+ 400.0% |
$413K - $2.06M
|
9.05K
$567K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.23K+ 379.08% |
$412K - $2.06M
|
9.14K
$572K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.22K+ 376.57% |
$411K - $2.06M
|
9.13K
$572K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.2K+ 393.82% |
$410K - $2.05M
|
9.03K
$565K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7.17K+ 401.68% |
$409K - $2.04M
|
8.96K
$561K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7.16K+ 396.4% |
$408K - $2.04M
|
8.96K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
7.14K+ 400.0% |
$407K - $2.04M
|
8.93K
$559K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
7.13K+ 400.0% |
$406K - $2.03M
|
8.91K
$558K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7.1K+ 391.24% |
$405K - $2.02M
|
8.92K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7.06K+ 400.0% |
$402K - $2.01M
|
8.82K
$552K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.04K+ 400.0% |
$401K - $2.01M
|
8.81K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
7.04K+ 376.52% |
$401K - $2.01M
|
8.91K
$558K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
7.03K+ 360.3% |
$401K - $2M
|
8.99K
$563K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
6.91K+ 399.88% |
$394K - $1.97M
|
8.64K
$541K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6.91K+ 323.62% |
$394K - $1.97M
|
9.04K
$566K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.9K+ 400.0% |
$393K - $1.97M
|
8.62K
$540K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.87K+ 199.1% |
$391K - $1.96M
|
10.3K
$646K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.84K+ 400.0% |
$390K - $1.95M
|
8.55K
$535K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
6.82K+ 400.0% |
$389K - $1.94M
|
8.53K
$534K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.81K+ 913.4% |
$388K - $1.94M
|
7.56K
$473K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.81K+ 399.88% |
$388K - $1.94M
|
8.52K
$533K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.81K+ 838.92% |
$388K - $1.94M
|
7.62K
$477K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
6.79K+ 399.12% |
$387K - $1.93M
|
8.49K
$532K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
6.79K+ 393.74% |
$387K - $1.93M
|
8.51K
$533K
|