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 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
5.51K+ 336.96% |
$314K - $1.57M
|
7.14K
$447K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.51K+ 439.7% |
$314K - $1.57M
|
6.76K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.49K+ 487.4% |
$313K - $1.57M
|
6.62K
$414K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
5.48K+ 400.0% |
$312K - $1.56M
|
6.86K
$429K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
5.46K+ 608.35% |
$311K - $1.56M
|
6.36K
$398K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
5.46K+ 389.17% |
$311K - $1.56M
|
6.86K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
5.44K+ 401.11% |
$310K - $1.55M
|
6.8K
$426K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.44K+ 176.69% |
$310K - $1.55M
|
8.51K
$533K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.43K+ 389.94% |
$309K - $1.55M
|
6.82K
$427K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5.41K+ 320.24% |
$308K - $1.54M
|
7.1K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.41K+ 255.96% |
$308K - $1.54M
|
7.53K
$471K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
5.41K+ 400.0% |
$308K - $1.54M
|
6.76K
$423K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.39K+ 400.0% |
$307K - $1.54M
|
6.74K
$422K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
5.39K+ 400.0% |
$307K - $1.54M
|
6.74K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.38K+ 422.29% |
$307K - $1.53M
|
6.65K
$417K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.38KNew |
$306K - $1.53M
|
5.38K
$337K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.38K+ 453.59% |
$306K - $1.53M
|
6.56K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.36K+ 400.0% |
$305K - $1.53M
|
6.7K
$419K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
5.36K+ 343.05% |
$305K - $1.53M
|
6.92K
$433K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
5.35K+ 400.15% |
$305K - $1.52M
|
6.68K
$418K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.34K+ 438.9% |
$304K - $1.52M
|
6.55K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.33K+ 442.49% |
$304K - $1.52M
|
6.54K
$409K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.3K+ 407.93% |
$302K - $1.51M
|
6.6K
$413K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.26K+ 400.08% |
$300K - $1.5M
|
6.58K
$412K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.25K+ 335.42% |
$299K - $1.5M
|
6.81K
$426K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.22K+ 391.23% |
$297K - $1.49M
|
6.55K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
5.19K+ 677.05% |
$296K - $1.48M
|
5.96K
$373K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
5.19KNew |
$296K - $1.48M
|
5.19K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.18K+ 395.42% |
$295K - $1.48M
|
6.5K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
5.18K+ 355.11% |
$295K - $1.48M
|
6.64K
$416K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
5.17K+ 401.24% |
$295K - $1.47M
|
6.46K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.16K+ 404.62% |
$294K - $1.47M
|
6.44K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.16K+ 441.49% |
$294K - $1.47M
|
6.33K
$396K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.15K+ 400.0% |
$294K - $1.47M
|
6.44K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
5.15K+ 492.45% |
$294K - $1.47M
|
6.2K
$388K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
5.14K+ 436.42% |
$293K - $1.47M
|
6.32K
$396K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
5.14K+ 320.34% |
$293K - $1.46M
|
6.74K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.13K+ 301.59% |
$292K - $1.46M
|
6.84K
$428K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
5.12K+ 350.24% |
$292K - $1.46M
|
6.58K
$412K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
5.11K+ 358.63% |
$291K - $1.46M
|
6.54K
$409K
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.11K+ 302.55% |
$291K - $1.46M
|
6.8K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
5.1K+ 401.34% |
$291K - $1.45M
|
6.37K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
5.09K+ 400.0% |
$290K - $1.45M
|
6.37K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.08K+ 412.42% |
$290K - $1.45M
|
6.31K
$395K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.05KNew |
$288K - $1.44M
|
5.05K
$316K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.05K+ 399.84% |
$288K - $1.44M
|
6.31K
$395K
|
|
|
Apr 15, 2024
Q1 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
5.04K+ 432.99% |
$287K - $1.44M
|
6.2K
$388K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
5.04K+ 400.0% |
$287K - $1.44M
|
6.3K
$394K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5.03K+ 400.0% |
$287K - $1.43M
|
6.29K
$394K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.99K+ 443.91% |
$285K - $1.42M
|
6.12K
$383K
|