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 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.35K+ 400.0% |
$191K - $955K
|
4.19K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
3.35KNew |
$191K - $955K
|
3.35K
$212K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
3.35K+ 401.08% |
$191K - $954K
|
4.18K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3.35K+ 646.33% |
$191K - $954K
|
3.87K
$244K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.34KNew |
$191K - $953K
|
3.34K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
3.34KNew |
$190K - $952K
|
3.34K
$211K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.34KNew |
$190K - $952K
|
3.34K
$211K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
3.34KNew |
$190K - $950K
|
3.34K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$190K - $949K
|
3.33K
$211K
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.33KNew |
$190K - $949K
|
3.33K
$211K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.33K+ 334.71% |
$190K - $948K
|
4.32K
$273K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$210K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$189K - $948K
|
3.33K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.3KNew |
$188K - $940K
|
3.3K
$209K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.29K+ 366.18% |
$188K - $938K
|
4.19K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.29K+ 339.28% |
$188K - $938K
|
4.26K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.25K+ 395.73% |
$185K - $925K
|
4.07K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.24K+ 400.0% |
$185K - $924K
|
4.06K
$256K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.24K+ 374.48% |
$185K - $924K
|
4.11K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
3.24K+ 319.21% |
$185K - $923K
|
4.26K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.24K+ 408.96% |
$185K - $923K
|
4.03K
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
3.23KNew |
$184K - $920K
|
3.23K
$204K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 389.6% |
$184K - $918K
|
4.05K
$256K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.22K+ 415.08% |
$184K - $918K
|
4K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
3.22K+ 289.31% |
$183K - $918K
|
4.33K
$274K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.21K+ 362.19% |
$183K - $915K
|
4.1K
$259K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.2K+ 400.0% |
$182K - $912K
|
4K
$253K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.18K+ 400.76% |
$181K - $907K
|
3.98K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.18K+ 400.0% |
$181K - $906K
|
3.98K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.17K+ 401.52% |
$181K - $904K
|
3.96K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.17K+ 400.0% |
$181K - $904K
|
3.97K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.15K+ 400.0% |
$179K - $897K
|
3.94K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3.14K+ 425.61% |
$179K - $895K
|
3.88K
$245K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.11K+ 400.0% |
$177K - $886K
|
3.89K
$246K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.1K+ 400.0% |
$177K - $885K
|
3.88K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.07K+ 373.39% |
$175K - $876K
|
3.9K
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.07K+ 246.98% |
$175K - $875K
|
4.31K
$273K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.06K+ 400.0% |
$175K - $873K
|
3.83K
$242K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.05K+ 394.19% |
$174K - $869K
|
3.83K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.03K+ 1007.97% |
$173K - $865K
|
3.34K
$211K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.01K+ 413.91% |
$171K - $856K
|
3.73K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3K+ 400.0% |
$171K - $855K
|
3.75K
$237K
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
3K+ 400.0% |
$171K - $855K
|
3.75K
$237K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.99K+ 371.46% |
$171K - $853K
|
3.8K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.98K+ 400.0% |
$170K - $850K
|
3.73K
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$236K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.98K+ 400.0% |
$170K - $849K
|
3.73K
$236K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2.96K+ 123.73% |
$168K - $842K
|
5.35K
$338K
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.93K+ 397.29% |
$167K - $834K
|
3.67K
$232K
|