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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
262K+ 728.48% |
$14.9M - $74.6M
|
298K
$18.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
262K+ 387.4% |
$14.9M - $74.5M
|
329K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
261K+ 413.02% |
$14.9M - $74.4M
|
324K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
257K+ 390.4% |
$14.6M - $73.2M
|
323K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
254K+ 400.99% |
$14.5M - $72.4M
|
318K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
254K+ 410.7% |
$14.5M - $72.4M
|
316K
$19.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
254K+ 381.96% |
$14.4M - $72.3M
|
320K
$20.2M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
252K+ 407.06% |
$14.3M - $71.7M
|
313K
$19.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
251K+ 400.56% |
$14.3M - $71.6M
|
314K
$19.8M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
250K+ 435.79% |
$14.3M - $71.4M
|
308K
$19.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
250K+ 391.28% |
$14.2M - $71.3M
|
314K
$19.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
249K+ 402.45% |
$14.2M - $70.9M
|
311K
$19.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
246K+ 412.88% |
$14M - $70.1M
|
306K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
244K+ 395.47% |
$13.9M - $69.4M
|
305K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
243K+ 480.08% |
$13.8M - $69.3M
|
294K
$18.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
238K+ 436.65% |
$13.6M - $67.9M
|
293K
$18.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
237K+ 393.05% |
$13.5M - $67.6M
|
298K
$18.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
236K+ 396.29% |
$13.4M - $67.3M
|
296K
$18.6M
|
|
|
May 07, 2024
Q1 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
236K+ 399.71% |
$13.4M - $67.2M
|
295K
$18.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
234K+ 402.7% |
$13.3M - $66.6M
|
292K
$18.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
233K+ 405.71% |
$13.3M - $66.5M
|
291K
$18.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
233K+ 395.56% |
$13.3M - $66.3M
|
292K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
232KNew |
$13.2M - $66.1M
|
232K
$14.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
231K+ 393.49% |
$13.2M - $65.8M
|
289K
$18.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
231K+ 398.4% |
$13.1M - $65.7M
|
288K
$18.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
227K+ 396.48% |
$13M - $64.8M
|
285K
$17.9M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
227K+ 405.07% |
$12.9M - $64.6M
|
283K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
224K+ 405.5% |
$12.8M - $63.9M
|
279K
$17.6M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
222K+ 368.78% |
$12.7M - $63.3M
|
283K
$17.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
221K+ 408.93% |
$12.6M - $63.1M
|
276K
$17.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
221K+ 398.67% |
$12.6M - $63.1M
|
277K
$17.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
221K+ 390.36% |
$12.6M - $63M
|
278K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
218K+ 391.16% |
$12.4M - $62M
|
273K
$17.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
217K+ 346.3% |
$12.4M - $61.9M
|
280K
$17.6M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
217K+ 419.23% |
$12.3M - $61.7M
|
268K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
216K+ 421.32% |
$12.3M - $61.7M
|
268K
$16.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
216K+ 334.33% |
$12.3M - $61.6M
|
281K
$17.7M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
215K+ 437.36% |
$12.3M - $61.4M
|
265K
$16.7M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
215K+ 408.87% |
$12.3M - $61.3M
|
268K
$16.9M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
213K+ 401.4% |
$12.1M - $60.7M
|
266K
$16.8M
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
212K+ 410.4% |
$12.1M - $60.3M
|
263K
$16.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
210K+ 408.72% |
$12M - $59.8M
|
261K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
210K+ 335.38% |
$11.9M - $59.8M
|
272K
$17.1M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
208K+ 5145.33% |
$11.8M - $59.1M
|
212K
$13.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
207K+ 401.02% |
$11.8M - $59M
|
259K
$16.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
207K+ 392.52% |
$11.8M - $59M
|
260K
$16.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
207K+ 428.37% |
$11.8M - $58.9M
|
255K
$16.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
207K+ 405.8% |
$11.8M - $58.9M
|
257K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
206K+ 319.04% |
$11.7M - $58.7M
|
270K
$17M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
206K+ 408.63% |
$11.7M - $58.6M
|
256K
$16.1M
|