Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7M+ 27553.5% |
$394M - $475M
|
1.7M
$107M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.47MNew |
$341M - $412M
|
1.47M
$92.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.43MNew |
$332M - $401M
|
1.43M
$90.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.35M+ 351.47% |
$313M - $377M
|
1.73M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.16MNew |
$270M - $325M
|
1.16M
$73.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
932K+ 5.24% |
$216M - $261M
|
18.7M
$1.18B
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
778K+ 19.22% |
$180M - $218M
|
4.82M
$304M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
546K+ 100.2% |
$127M - $153M
|
1.09M
$68.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
529K+ 26.58% |
$123M - $148M
|
2.52M
$159M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
523KNew |
$121M - $146M
|
523K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
461KNew |
$107M - $129M
|
461K
$29M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
316K+ 213.6% |
$73.3M - $88.4M
|
464K
$29.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
221K+ 1.88% |
$51.3M - $61.9M
|
12M
$757M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
217K+ 11.06% |
$50.3M - $60.6M
|
2.18M
$137M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
121K+ 28.8% |
$28M - $33.7M
|
539K
$34M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
114K+ 2.9% |
$26.5M - $32M
|
4.05M
$255M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
112K+ 12.18% |
$25.9M - $31.2M
|
1.03M
$64.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 4.08% |
$25.8M - $31.1M
|
2.84M
$179M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
107K+ 56.98% |
$24.8M - $29.9M
|
294K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
104K+ 28.97% |
$24.1M - $29M
|
462K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
102KNew |
$23.7M - $28.6M
|
102K
$6.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
90.5KNew |
$21M - $25.3M
|
90.5K
$5.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
86.8KNew |
$20.1M - $24.3M
|
86.8K
$5.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
85.2KNew |
$19.8M - $23.8M
|
85.2K
$5.36M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
81.4KNew |
$18.9M - $22.8M
|
81.4K
$5.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.7K+ 3.67% |
$18.5M - $22.3M
|
2.25M
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
72.5K+ 7.4% |
$16.8M - $20.3M
|
1.05M
$66.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
69.7K+ 425.4% |
$16.2M - $19.5M
|
86K
$5.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
62.3K+ 3.32% |
$14.4M - $17.4M
|
1.94M
$122M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
58.5K+ 7.16% |
$13.6M - $16.4M
|
875K
$55.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
57.7KNew |
$13.4M - $16.1M
|
57.7K
$3.63M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
55K+ 25.4% |
$12.8M - $15.4M
|
271K
$17.1M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
51.7KNew |
$12M - $14.5M
|
51.7K
$3.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
49.2KNew |
$11.4M - $13.8M
|
49.2K
$3.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
48.5K+ 2272.45% |
$11.3M - $13.6M
|
50.6K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
45.1KNew |
$10.5M - $12.6M
|
45.1K
$2.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
43.5K+ 226.71% |
$10.1M - $12.2M
|
62.6K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
43.2K+ 1.2% |
$10M - $12.1M
|
3.64M
$229M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
41.8K+ 72.58% |
$9.69M - $11.7M
|
99.3K
$6.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
41.6KNew |
$9.66M - $11.7M
|
41.6K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
40.5K+ 6.6% |
$9.39M - $11.3M
|
654K
$41.2M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
39.9K+ 69.53% |
$9.25M - $11.2M
|
97.2K
$6.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
39.6KNew |
$9.18M - $11.1M
|
39.6K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
37.4K+ 28.99% |
$8.68M - $10.5M
|
166K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.9KNew |
$8.34M - $10.1M
|
35.9K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
34.2KNew |
$7.93M - $9.57M
|
34.2K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33.9K+ 8.57% |
$7.86M - $9.48M
|
429K
$27M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
33.8K+ 30.44% |
$7.85M - $9.47M
|
145K
$9.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.3K+ 18.03% |
$7.49M - $9.03M
|
211K
$13.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
31.6KNew |
$7.34M - $8.86M
|
31.6K
$1.99M
|