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 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.22K+ 400.0% |
$127K - $634K
|
2.78K
$176K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.2K+ 399.64% |
$125K - $628K
|
2.75K
$174K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.19K+ 385.36% |
$125K - $623K
|
2.75K
$174K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.18K+ 321.24% |
$124K - $621K
|
2.86K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
2.17K+ 400.0% |
$124K - $619K
|
2.72K
$172K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.15K+ 393.6% |
$123K - $614K
|
2.7K
$171K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.13K+ 877.78% |
$122K - $608K
|
2.38K
$150K
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.11K+ 158.87% |
$120K - $600K
|
3.43K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.08K+ 402.71% |
$118K - $592K
|
2.59K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
2.05K+ 400.2% |
$117K - $583K
|
2.56K
$162K
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 31.27% |
$115K - $574K
|
8.45K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.99K+ 844.68% |
$113K - $566K
|
2.22K
$140K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.94K+ 400.0% |
$110K - $552K
|
2.42K
$153K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
1.93K+ 400.0% |
$110K - $549K
|
2.41K
$152K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.93KNew |
$110K - $549K
|
1.93K
$122K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.92K+ 400.0% |
$110K - $548K
|
2.41K
$152K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.91K+ 400.0% |
$109K - $544K
|
2.39K
$151K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.9KNew |
$108K - $541K
|
1.9K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.9K+ 20.6% |
$108K - $541K
|
11.1K
$703K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.9K+ 400.0% |
$108K - $541K
|
2.38K
$150K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.89K+ 400.0% |
$108K - $538K
|
2.36K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.89K+ 400.85% |
$108K - $538K
|
2.36K
$149K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.87K+ 400.0% |
$106K - $532K
|
2.34K
$148K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
1.85K+ 400.0% |
$105K - $527K
|
2.31K
$146K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.84K+ 400.0% |
$105K - $526K
|
2.31K
$146K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.84K+ 389.43% |
$105K - $525K
|
2.32K
$146K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
1.79K+ 436.59% |
$102K - $510K
|
2.2K
$139K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1.77K+ 274.03% |
$101K - $505K
|
2.42K
$153K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
1.75K+ 496.32% |
$99.8K - $499K
|
2.11K
$133K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.75KNew |
$99.7K - $499K
|
1.75K
$111K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.7K+ 0.24% |
$96.8K - $484K
|
712K
$45M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.66K+ 400.0% |
$94.8K - $474K
|
2.08K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.64K+ 400.0% |
$93.7K - $469K
|
2.06K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.63KNew |
$92.6K - $463K
|
1.63K
$103K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.61K+ 305.12% |
$91.6K - $458K
|
2.14K
$135K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 382.25% |
$90.8K - $454K
|
2.01K
$127K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.59K+ 1525.0% |
$90.4K - $452K
|
1.69K
$107K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.58K+ 400.0% |
$90.3K - $451K
|
1.98K
$125K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.58K+ 400.0% |
$89.8K - $449K
|
1.97K
$125K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.57K+ 341.3% |
$89.5K - $447K
|
2.03K
$128K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.53K+ 400.0% |
$87.3K - $437K
|
1.92K
$121K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.51K+ 478.8% |
$86.2K - $431K
|
1.83K
$116K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.51K+ 401.06% |
$86.2K - $431K
|
1.89K
$119K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.5KNew |
$85.2K - $426K
|
1.5K
$94.6K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.48K+ 400.0% |
$84.1K - $421K
|
1.85K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.47KNew |
$83.9K - $420K
|
1.47K
$93.1K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.45K+ 70.99% |
$82.6K - $413K
|
3.49K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.42K+ 307.58% |
$81K - $405K
|
1.88K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.42K+ 400.0% |
$80.9K - $405K
|
1.78K
$112K
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1.34K+ 387.03% |
$76.5K - $383K
|
1.69K
$107K
|