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 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.52K+ 528.39% |
$258K - $1.29M
|
5.38K
$340K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.52K+ 381.2% |
$258K - $1.29M
|
5.71K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.52KNew |
$257K - $1.29M
|
4.52K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
4.48K+ 400.0% |
$255K - $1.28M
|
5.61K
$354K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.48K+ 400.0% |
$255K - $1.28M
|
5.6K
$354K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
4.47K+ 450.96% |
$255K - $1.27M
|
5.46K
$345K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.46K+ 515.61% |
$254K - $1.27M
|
5.33K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.46K+ 462.14% |
$254K - $1.27M
|
5.42K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.46K+ 365.16% |
$254K - $1.27M
|
5.68K
$359K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.45K+ 400.0% |
$254K - $1.27M
|
5.57K
$352K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.43K+ 457.44% |
$252K - $1.26M
|
5.4K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.41KNew |
$251K - $1.26M
|
4.41K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
4.39K+ 400.0% |
$250K - $1.25M
|
5.49K
$347K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.38K+ 437.09% |
$250K - $1.25M
|
5.39K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.38K+ 402.21% |
$249K - $1.25M
|
5.46K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4.35K+ 284.58% |
$248K - $1.24M
|
5.88K
$372K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
4.33K+ 404.95% |
$247K - $1.23M
|
5.4K
$342K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4.33K+ 406.0% |
$247K - $1.23M
|
5.4K
$341K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.33K+ 399.82% |
$247K - $1.23M
|
5.41K
$342K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.32KNew |
$246K - $1.23M
|
4.32K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.3K+ 400.09% |
$245K - $1.22M
|
5.37K
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4.29K+ 396.03% |
$244K - $1.22M
|
5.37K
$340K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.27K+ 400.0% |
$243K - $1.22M
|
5.34K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.24K+ 475.56% |
$242K - $1.21M
|
5.13K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.24KNew |
$241K - $1.21M
|
4.24K
$268K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.22K+ 400.0% |
$240K - $1.2M
|
5.28K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.22K+ 400.0% |
$240K - $1.2M
|
5.27K
$333K
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
4.2K+ 283.78% |
$239K - $1.2M
|
5.68K
$359K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
4.18K+ 360.38% |
$238K - $1.19M
|
5.35K
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.16K+ 374.68% |
$237K - $1.19M
|
5.27K
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
BUY
|
- |
4.16K+ 395.34% |
$237K - $1.18M
|
5.21K
$329K
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
4.16K+ 400.68% |
$237K - $1.18M
|
5.19K
$328K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
4.14K+ 260.6% |
$236K - $1.18M
|
5.73K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.14K+ 399.52% |
$236K - $1.18M
|
5.18K
$327K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.14K+ 400.29% |
$236K - $1.18M
|
5.17K
$327K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
4.12K+ 400.0% |
$235K - $1.17M
|
5.15K
$326K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
4.12K+ 400.0% |
$235K - $1.17M
|
5.15K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
4.11K+ 343.8% |
$234K - $1.17M
|
5.3K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
4.1K+ 69.49% |
$234K - $1.17M
|
10K
$632K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
4.07K+ 400.0% |
$232K - $1.16M
|
5.09K
$322K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.04K+ 3.62% |
$230K - $1.15M
|
116K
$7.3M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
4.04K+ 400.0% |
$230K - $1.15M
|
5.05K
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.03K+ 337.75% |
$229K - $1.15M
|
5.22K
$330K
|
|
|
Apr 16, 2024
Q1 2024
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
4.01K+ 399.9% |
$229K - $1.14M
|
5.01K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.01KNew |
$228K - $1.14M
|
4.01K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.01K+ 436.49% |
$228K - $1.14M
|
4.93K
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4KNew |
$228K - $1.14M
|
4K
$253K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4KNew |
$228K - $1.14M
|
4K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
4K+ 400.0% |
$228K - $1.14M
|
5K
$316K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
4K+ 400.0% |
$228K - $1.14M
|
5K
$316K
|