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 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
442K+ 390.54% |
$25.2M - $126M
|
555K
$35M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
439K+ 413.93% |
$25M - $125M
|
545K
$34.3M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
438K+ 453.01% |
$25M - $125M
|
535K
$33.7M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
435K+ 366.39% |
$24.8M - $124M
|
554K
$34.9M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
433K+ 417.33% |
$24.7M - $123M
|
537K
$33.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
426K+ 353.42% |
$24.3M - $121M
|
547K
$34.4M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
425K+ 336.48% |
$24.2M - $121M
|
551K
$34.7M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
419K+ 387.18% |
$23.9M - $119M
|
527K
$33.2M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
419K+ 400.97% |
$23.9M - $119M
|
523K
$33M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
418K+ 868.31% |
$23.8M - $119M
|
466K
$29.4M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
415K+ 429.23% |
$23.7M - $118M
|
512K
$32.3M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
415K+ 438.02% |
$23.7M - $118M
|
510K
$32.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
409K+ 401.35% |
$23.3M - $117M
|
511K
$32.2M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
409K+ 421.49% |
$23.3M - $117M
|
506K
$31.9M
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
409K+ 367.98% |
$23.3M - $116M
|
520K
$32.7M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
408K+ 427.53% |
$23.3M - $116M
|
504K
$31.7M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
408K+ 419.9% |
$23.3M - $116M
|
505K
$31.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
407K+ 314.87% |
$23.2M - $116M
|
537K
$33.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
407K+ 396.11% |
$23.2M - $116M
|
510K
$32.1M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
404K+ 650.55% |
$23M - $115M
|
466K
$29.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
402K+ 862.57% |
$22.9M - $115M
|
449K
$28.3M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
402K+ 397.81% |
$22.9M - $114M
|
503K
$31.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
400K+ 463.29% |
$22.8M - $114M
|
487K
$30.7M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
395K+ 403.88% |
$22.5M - $112M
|
492K
$31M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
391K+ 383.44% |
$22.3M - $112M
|
493K
$31.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
391K+ 467.09% |
$22.3M - $111M
|
475K
$29.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
389K+ 686.01% |
$22.2M - $111M
|
446K
$28.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
389K+ 1052.22% |
$22.1M - $111M
|
426K
$26.8M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
389K+ 384.14% |
$22.1M - $111M
|
490K
$30.8M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
385K+ 401.89% |
$22M - $110M
|
481K
$30.3M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
385K+ 430.26% |
$22M - $110M
|
475K
$29.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
379K+ 420.18% |
$21.6M - $108M
|
469K
$29.6M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
379K+ 5590.54% |
$21.6M - $108M
|
386K
$24.3M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
377K+ 456.48% |
$21.5M - $107M
|
459K
$28.9M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
372K+ 4831.8% |
$21.2M - $106M
|
380K
$23.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
372K+ 423.53% |
$21.2M - $106M
|
460K
$29M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
371K+ 526.11% |
$21.1M - $106M
|
441K
$27.8M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
366K+ 311.41% |
$20.9M - $104M
|
484K
$30.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
365K+ 359.15% |
$20.8M - $104M
|
466K
$29.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
361K+ 411.95% |
$20.6M - $103M
|
449K
$28.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
361K+ 410.54% |
$20.6M - $103M
|
449K
$28.3M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
360K+ 409.61% |
$20.5M - $103M
|
448K
$28.2M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
359K+ 362.11% |
$20.5M - $102M
|
459K
$28.9M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
359K+ 384.01% |
$20.5M - $102M
|
453K
$28.5M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
353K+ 409.7% |
$20.1M - $101M
|
439K
$27.7M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
349K+ 420.47% |
$19.9M - $99.6M
|
433K
$27.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
348K+ 370.3% |
$19.8M - $99.2M
|
442K
$27.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
347K+ 443.35% |
$19.8M - $98.9M
|
425K
$26.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
345K+ 411.73% |
$19.6M - $98.2M
|
428K
$27M
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
342K+ 401.21% |
$19.5M - $97.4M
|
427K
$26.9M
|