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 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
172K+ 589.17% |
$9.78M - $48.9M
|
201K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
171K+ 415.21% |
$9.77M - $48.9M
|
213K
$12.5M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
171K+ 429.96% |
$9.75M - $48.8M
|
211K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
170K+ 273.02% |
$9.71M - $48.6M
|
233K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
BUY
|
- |
170K+ 538.17% |
$9.69M - $48.5M
|
202K
$11.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
168K+ 354.17% |
$9.57M - $47.9M
|
215K
$12.7M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
165K+ 385.35% |
$9.43M - $47.2M
|
208K
$12.3M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
165K+ 715.24% |
$9.4M - $47M
|
188K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
164K+ 376.1% |
$9.35M - $46.8M
|
208K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
164K+ 483.69% |
$9.33M - $46.7M
|
198K
$11.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
163K+ 752.82% |
$9.27M - $46.4M
|
184K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
161K+ 355.75% |
$9.16M - $45.8M
|
206K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
161K+ 398.38% |
$9.16M - $45.8M
|
201K
$11.8M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
160K+ 384.63% |
$9.09M - $45.5M
|
201K
$11.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
159K+ 381.63% |
$9.08M - $45.4M
|
201K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
159K+ 441.68% |
$9.06M - $45.3M
|
195K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
159K+ 398.65% |
$9.05M - $45.2M
|
199K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
159K+ 428.31% |
$9.03M - $45.2M
|
196K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
158K+ 393.19% |
$8.98M - $44.9M
|
198K
$11.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
156K+ 271.42% |
$8.87M - $44.4M
|
213K
$12.5M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
155K+ 403.88% |
$8.83M - $44.2M
|
193K
$11.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
155K+ 393.58% |
$8.83M - $44.1M
|
194K
$11.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
153K+ 425.04% |
$8.75M - $43.7M
|
190K
$11.1M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
153K+ 399.08% |
$8.7M - $43.5M
|
191K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
152K+ 411.46% |
$8.68M - $43.4M
|
189K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
152K+ 386.07% |
$8.63M - $43.2M
|
191K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
151K+ 965.29% |
$8.62M - $43.1M
|
167K
$9.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
151K+ 376.76% |
$8.61M - $43M
|
191K
$11.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
151K+ 376.28% |
$8.6M - $43M
|
191K
$11.2M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
151K+ 402.06% |
$8.6M - $43M
|
188K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
150KNew |
$8.56M - $42.8M
|
150K
$8.83M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
150K+ 382.79% |
$8.56M - $42.8M
|
189K
$11.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
150K+ 490.48% |
$8.56M - $42.8M
|
181K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
150K+ 405.8% |
$8.53M - $42.7M
|
187K
$11M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
148K+ 441.46% |
$8.43M - $42.2M
|
182K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
148K+ 432.39% |
$8.41M - $42.1M
|
182K
$10.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
147K+ 421.9% |
$8.39M - $42M
|
182K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
147K+ 386.62% |
$8.38M - $41.9M
|
185K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
147K+ 406.56% |
$8.37M - $41.8M
|
183K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
147K+ 401.24% |
$8.35M - $41.8M
|
183K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
146K+ 361.43% |
$8.32M - $41.6M
|
186K
$11M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
146K+ 389.69% |
$8.29M - $41.5M
|
183K
$10.8M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
145K+ 364.84% |
$8.25M - $41.3M
|
185K
$10.9M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
145K+ 403.85% |
$8.25M - $41.3M
|
181K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
144K+ 464.91% |
$8.23M - $41.2M
|
175K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
142K+ 265.49% |
$8.09M - $40.5M
|
195K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
142K+ 89.21% |
$8.06M - $40.3M
|
300K
$17.6M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
141K+ 403.13% |
$8.06M - $40.3M
|
177K
$10.4M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
140K+ 388.66% |
$7.96M - $39.8M
|
176K
$10.3M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
140K+ 416.34% |
$7.95M - $39.8M
|
173K
$10.2M
|