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 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
3.64K+ 400.0% |
$208K - $1.04M
|
4.56K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.64K+ 400.0% |
$207K - $1.04M
|
4.55K
$288K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.64K+ 0.8% |
$207K - $1.04M
|
460K
$29.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3.63K+ 473.01% |
$207K - $1.03M
|
4.4K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
3.62K+ 400.0% |
$206K - $1.03M
|
4.53K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3.61K+ 400.0% |
$206K - $1.03M
|
4.52K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.61K+ 479.65% |
$206K - $1.03M
|
4.36K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
3.6K+ 351.22% |
$205K - $1.03M
|
4.63K
$292K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 400.0% |
$205K - $1.03M
|
4.5K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.59K+ 350.2% |
$204K - $1.02M
|
4.61K
$291K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
3.59KNew |
$204K - $1.02M
|
3.59K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.58K+ 400.0% |
$204K - $1.02M
|
4.48K
$283K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
3.58K+ 400.0% |
$204K - $1.02M
|
4.48K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
3.58KNew |
$204K - $1.02M
|
3.58K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$226K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$225K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.57KNew |
$203K - $1.02M
|
3.57K
$225K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.56K+ 519.24% |
$203K - $1.02M
|
4.25K
$269K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.56K+ 400.0% |
$203K - $1.01M
|
4.45K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.56K+ 259.85% |
$203K - $1.01M
|
4.93K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.56K+ 457.2% |
$203K - $1.01M
|
4.34K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.53K+ 388.44% |
$201K - $1.01M
|
4.44K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
3.52K+ 400.0% |
$201K - $1M
|
4.4K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3.52KNew |
$201K - $1M
|
3.52K
$223K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.51K+ 384.67% |
$200K - $1M
|
4.43K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.5K+ 446.56% |
$199K - $998K
|
4.29K
$271K
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
3.5KNew |
$199K - $997K
|
3.5K
$221K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.5K+ 399.89% |
$199K - $997K
|
4.37K
$277K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.5K+ 400.0% |
$199K - $996K
|
4.37K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.5K+ 378.35% |
$199K - $996K
|
4.42K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
3.48K+ 400.0% |
$199K - $993K
|
4.36K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.48KNew |
$198K - $992K
|
3.48K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
3.48K+ 400.0% |
$198K - $991K
|
4.35K
$275K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
3.46KNew |
$197K - $985K
|
3.46K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.45KNew |
$197K - $984K
|
3.45K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.45KNew |
$197K - $983K
|
3.45K
$218K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.44K+ 400.0% |
$196K - $980K
|
4.3K
$272K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3.44KNew |
$196K - $980K
|
3.44K
$218K
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
3.43K+ 401.05% |
$196K - $978K
|
4.29K
$271K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
3.43K+ 1968.97% |
$195K - $976K
|
3.6K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.41K+ 400.0% |
$194K - $972K
|
4.27K
$270K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.41KNew |
$194K - $972K
|
3.41K
$216K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.41K+ 362.77% |
$194K - $972K
|
4.35K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
3.41KNew |
$194K - $970K
|
3.41K
$215K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.4KNew |
$194K - $969K
|
3.4K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.4KNew |
$194K - $969K
|
3.4K
$215K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.4K+ 400.35% |
$193K - $968K
|
4.24K
$268K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.37K+ 269.3% |
$192K - $960K
|
4.62K
$292K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.35K+ 412.93% |
$191K - $956K
|
4.17K
$263K
|