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
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6.78K+ 416.34% |
$386K - $1.93M
|
8.41K
$526K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
6.77K+ 400.0% |
$386K - $1.93M
|
8.46K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6.77K+ 438.34% |
$386K - $1.93M
|
8.31K
$520K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.73K+ 413.33% |
$383K - $1.92M
|
8.36K
$523K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.73K+ 400.0% |
$383K - $1.92M
|
8.41K
$527K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.72K+ 514.31% |
$383K - $1.92M
|
8.03K
$503K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.72K+ 400.0% |
$383K - $1.92M
|
8.4K
$526K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.72K+ 391.55% |
$383K - $1.91M
|
8.44K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Peterson Wealth Services
|
BUY
|
- |
6.68K+ 357.24% |
$381K - $1.9M
|
8.56K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6.68K+ 399.88% |
$381K - $1.9M
|
8.35K
$523K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.66K+ 373.54% |
$380K - $1.9M
|
8.45K
$529K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
6.65K+ 802.41% |
$379K - $1.9M
|
7.48K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.64K+ 633.81% |
$378K - $1.89M
|
7.68K
$481K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
6.63K+ 372.51% |
$378K - $1.89M
|
8.41K
$526K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
6.62K+ 376.39% |
$377K - $1.89M
|
8.38K
$524K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.61K+ 375.72% |
$377K - $1.88M
|
8.37K
$524K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
6.6K+ 400.0% |
$376K - $1.88M
|
8.25K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
6.59K+ 395.74% |
$376K - $1.88M
|
8.26K
$517K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.58K+ 400.0% |
$375K - $1.88M
|
8.23K
$515K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.58K+ 388.38% |
$375K - $1.88M
|
8.28K
$518K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6.58K+ 400.0% |
$375K - $1.88M
|
8.23K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
6.56K+ 393.93% |
$374K - $1.87M
|
8.22K
$515K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.56KNew |
$374K - $1.87M
|
6.56K
$411K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
6.55K+ 396.67% |
$373K - $1.87M
|
8.2K
$513K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.54KNew |
$372K - $1.86M
|
6.54K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.54K+ 384.86% |
$372K - $1.86M
|
8.23K
$515K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
6.53K+ 269.03% |
$372K - $1.86M
|
8.96K
$561K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.53K+ 409.4% |
$372K - $1.86M
|
8.13K
$509K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.53KNew |
$372K - $1.86M
|
6.53K
$409K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
6.52K+ 400.61% |
$372K - $1.86M
|
8.15K
$510K
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.5K+ 403.42% |
$370K - $1.85M
|
8.11K
$507K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
6.48K+ 424.07% |
$369K - $1.85M
|
8.01K
$502K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
6.48K+ 359.6% |
$369K - $1.85M
|
8.28K
$519K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.48K+ 450.31% |
$369K - $1.85M
|
7.92K
$496K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
6.42K+ 400.0% |
$366K - $1.83M
|
8.03K
$503K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
6.42K+ 403.14% |
$366K - $1.83M
|
8.01K
$502K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
6.41K+ 400.0% |
$365K - $1.83M
|
8.01K
$502K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
6.4K+ 400.0% |
$365K - $1.83M
|
8.01K
$501K
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
6.4K+ 400.0% |
$365K - $1.82M
|
8K
$501K
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
6.38K+ 400.0% |
$364K - $1.82M
|
7.98K
$499K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
6.37K+ 404.12% |
$363K - $1.82M
|
7.95K
$498K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.36K+ 401.07% |
$362K - $1.81M
|
7.95K
$498K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
6.35K+ 392.27% |
$362K - $1.81M
|
7.97K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.35K+ 111.24% |
$362K - $1.81M
|
12.1K
$755K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
6.34K+ 448.83% |
$361K - $1.81M
|
7.76K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
6.31K+ 411.41% |
$360K - $1.8M
|
7.85K
$491K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.29K+ 389.48% |
$359K - $1.79M
|
7.91K
$495K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
6.22K+ 415.01% |
$354K - $1.77M
|
7.72K
$483K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.22K+ 400.97% |
$354K - $1.77M
|
7.77K
$486K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
6.2K+ 400.0% |
$353K - $1.77M
|
7.75K
$485K
|