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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
205K+ 416.72% |
$11.7M - $58.4M
|
254K
$16M
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
205K+ 401.77% |
$11.7M - $58.3M
|
256K
$16.1M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
204K+ 396.67% |
$11.6M - $58.1M
|
255K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
203K+ 406.56% |
$11.6M - $58M
|
253K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
203K+ 442.47% |
$11.6M - $57.8M
|
249K
$15.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
202K+ 398.42% |
$11.5M - $57.5M
|
253K
$15.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
202K+ 403.95% |
$11.5M - $57.5M
|
252K
$15.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
202KNew |
$11.5M - $57.5M
|
202K
$12.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
201K+ 376.51% |
$11.4M - $57.3M
|
254K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
201K+ 425.76% |
$11.4M - $57.2M
|
248K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
200K+ 431.42% |
$11.4M - $57M
|
246K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
199K+ 192.71% |
$11.3M - $56.7M
|
302K
$19M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
198K+ 330.1% |
$11.3M - $56.4M
|
258K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
196K+ 400.03% |
$11.2M - $55.9M
|
245K
$15.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
196K+ 495.5% |
$11.2M - $55.9M
|
236K
$14.8M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
196K+ 436.57% |
$11.2M - $55.8M
|
241K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
196K+ 401.53% |
$11.1M - $55.7M
|
244K
$15.4M
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
192K+ 409.58% |
$10.9M - $54.7M
|
239K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
192K+ 409.22% |
$10.9M - $54.7M
|
239K
$15.1M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
192K+ 389.7% |
$10.9M - $54.7M
|
241K
$15.2M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
191KNew |
$10.9M - $54.4M
|
191K
$12M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtc Wealth Management LLC
|
BUY
|
- |
189K+ 377.35% |
$10.8M - $53.8M
|
239K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
187KNew |
$10.6M - $53.2M
|
187K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
186K+ 447.2% |
$10.6M - $53.1M
|
228K
$14.4M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
186K+ 401.0% |
$10.6M - $53M
|
233K
$14.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
185K+ 392.8% |
$10.6M - $52.8M
|
233K
$14.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
185K+ 398.76% |
$10.6M - $52.8M
|
232K
$14.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
BUY
|
- |
185K+ 445.33% |
$10.6M - $52.8M
|
227K
$14.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
184K+ 409.65% |
$10.5M - $52.4M
|
229K
$14.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 0.54% |
$10.4M - $52.2M
|
34.4M
$2.17B
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
182K+ 397.17% |
$10.4M - $52M
|
228K
$14.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
182K+ 403.82% |
$10.4M - $51.9M
|
227K
$14.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
181K+ 384.76% |
$10.3M - $51.6M
|
228K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
181K+ 404.99% |
$10.3M - $51.5M
|
225K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
180K+ 381.31% |
$10.3M - $51.4M
|
228K
$14.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
180K+ 414.71% |
$10.2M - $51.2M
|
223K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
180K+ 23649.67% |
$10.2M - $51.2M
|
180K
$11.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
178K+ 428.49% |
$10.2M - $50.8M
|
220K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
178K+ 411.03% |
$10.2M - $50.8M
|
222K
$14M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
177K+ 407.18% |
$10.1M - $50.5M
|
221K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
176K+ 407.94% |
$10M - $50.2M
|
219K
$13.8M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
175K+ 359.49% |
$10M - $50M
|
224K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
BUY
|
- |
175K+ 468.62% |
$9.94M - $49.7M
|
212K
$13.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
174K+ 637.75% |
$9.9M - $49.5M
|
201K
$12.7M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
174K+ 374.79% |
$9.89M - $49.5M
|
220K
$13.9M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
173K+ 487.19% |
$9.88M - $49.4M
|
209K
$13.2M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
172K+ 410.51% |
$9.83M - $49.1M
|
214K
$13.5M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
172K+ 394.75% |
$9.82M - $49.1M
|
216K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
172K+ 391.39% |
$9.8M - $49M
|
216K
$13.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
172K+ 589.17% |
$9.78M - $48.9M
|
201K
$12.6M
|