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 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.2K+ 396.48% |
$353K - $1.77M
|
7.76K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.19K+ 386.56% |
$352K - $1.76M
|
7.79K
$487K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.19K+ 395.21% |
$352K - $1.76M
|
7.75K
$485K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.17K+ 400.58% |
$352K - $1.76M
|
7.71K
$483K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6.16KNew |
$351K - $1.76M
|
6.16K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
6.16K+ 400.0% |
$351K - $1.76M
|
7.7K
$482K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.16K+ 447.64% |
$351K - $1.75M
|
7.53K
$471K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
6.13K+ 399.87% |
$350K - $1.75M
|
7.67K
$480K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6.13KNew |
$349K - $1.75M
|
6.13K
$384K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
6.13K+ 405.63% |
$349K - $1.75M
|
7.64K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
6.13K+ 375.77% |
$349K - $1.75M
|
7.76K
$486K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6.12K+ 400.0% |
$349K - $1.75M
|
7.66K
$479K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.12K+ 239.26% |
$349K - $1.74M
|
8.68K
$543K
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
6.12KNew |
$349K - $1.74M
|
6.12K
$383K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6.09K+ 395.46% |
$347K - $1.74M
|
7.64K
$478K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
6.04K+ 434.6% |
$344K - $1.72M
|
7.43K
$465K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
6.04K+ 436.03% |
$344K - $1.72M
|
7.42K
$465K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
6.01K+ 400.0% |
$343K - $1.71M
|
7.52K
$471K
|
|
|
Apr 10, 2024
Q1 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
6K+ 400.0% |
$342K - $1.71M
|
7.5K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
6KNew |
$342K - $1.71M
|
6K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
5.99K+ 471.71% |
$341K - $1.71M
|
7.26K
$454K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
5.97K+ 306.36% |
$340K - $1.7M
|
7.92K
$496K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
5.94K+ 400.0% |
$338K - $1.69M
|
7.43K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.94K+ 339.62% |
$338K - $1.69M
|
7.69K
$481K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.93KNew |
$338K - $1.69M
|
5.93K
$371K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.93KNew |
$338K - $1.69M
|
5.93K
$371K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
5.92K+ 595.37% |
$337K - $1.69M
|
6.91K
$433K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.92K+ 433.02% |
$337K - $1.69M
|
7.28K
$456K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.88K+ 399.66% |
$335K - $1.68M
|
7.36K
$460K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.86K+ 368.57% |
$334K - $1.67M
|
7.46K
$467K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.84K+ 393.27% |
$333K - $1.67M
|
7.33K
$459K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.83K+ 400.69% |
$332K - $1.66M
|
7.29K
$456K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
5.76K+ 558.74% |
$328K - $1.64M
|
6.79K
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
5.74K+ 400.0% |
$327K - $1.64M
|
7.18K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.73K+ 400.0% |
$327K - $1.63M
|
7.17K
$449K
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
BUY
|
- |
5.71K+ 399.93% |
$325K - $1.63M
|
7.14K
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
5.7K+ 400.0% |
$325K - $1.62M
|
7.12K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.69K+ 400.14% |
$324K - $1.62M
|
7.11K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
5.68K+ 400.0% |
$324K - $1.62M
|
7.1K
$445K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.67K+ 400.0% |
$323K - $1.62M
|
7.09K
$444K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
5.66K+ 400.0% |
$323K - $1.61M
|
7.08K
$443K
|
|
|
May 02, 2024
Q1 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
5.6K+ 400.0% |
$319K - $1.6M
|
7K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.59K+ 400.0% |
$319K - $1.59M
|
6.99K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.59K+ 397.72% |
$319K - $1.59M
|
7K
$438K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
5.59K+ 390.56% |
$318K - $1.59M
|
7.02K
$439K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.58K+ 359.27% |
$318K - $1.59M
|
7.14K
$447K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
5.58K+ 319.7% |
$318K - $1.59M
|
7.33K
$459K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.56K+ 400.5% |
$317K - $1.59M
|
6.95K
$435K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
5.56K+ 189.27% |
$317K - $1.58M
|
8.49K
$532K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5.54K+ 401.16% |
$316K - $1.58M
|
6.93K
$434K
|