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 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
605+ 2.76% |
$140K - $169K
|
22.6K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
603+ 1.21% |
$140K - $169K
|
50.3K
$3.18M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
585New |
$136K - $164K
|
585
$37K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
578New |
$134K - $162K
|
578
$36.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
572+ 0.92% |
$133K - $160K
|
62.8K
$3.97M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
572+ 32.41% |
$133K - $160K
|
2.34K
$148K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
568+ 8.13% |
$132K - $159K
|
7.55K
$478K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
563+ 42.36% |
$131K - $158K
|
1.89K
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
563+ 45.04% |
$131K - $158K
|
1.81K
$115K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
562+ 1.87% |
$130K - $157K
|
30.6K
$1.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
551+ 4.48% |
$128K - $154K
|
12.9K
$813K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
548+ 3.09% |
$127K - $153K
|
18.3K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
535+ 0.9% |
$124K - $150K
|
60.3K
$3.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
534+ 0.23% |
$124K - $149K
|
233K
$14.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
531+ 14.62% |
$123K - $149K
|
4.16K
$263K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
521+ 16.55% |
$121K - $146K
|
3.67K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
520+ 2.49% |
$121K - $146K
|
21.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
518+ 5.57% |
$120K - $145K
|
9.81K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
511+ 0.14% |
$119K - $143K
|
356K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
511+ 0.17% |
$119K - $143K
|
308K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
503+ 15.5% |
$117K - $141K
|
3.75K
$237K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
500New |
$116K - $140K
|
500
$31.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
495+ 2.8% |
$115K - $139K
|
18.2K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
490+ 0.59% |
$114K - $137K
|
84K
$5.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
490+ 22.63% |
$114K - $137K
|
2.66K
$168K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
488+ 2.89% |
$113K - $137K
|
17.4K
$1.1M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
488+ 35.49% |
$113K - $137K
|
1.86K
$118K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
485+ 27.43% |
$113K - $136K
|
2.25K
$142K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
484+ 5.84% |
$112K - $135K
|
8.78K
$555K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
484New |
$112K - $135K
|
484
$30.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
482+ 7.87% |
$112K - $135K
|
6.6K
$418K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
479+ 32.59% |
$111K - $134K
|
1.95K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
476New |
$110K - $133K
|
476
$30.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
475+ 14.96% |
$110K - $133K
|
3.65K
$231K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
473New |
$110K - $132K
|
473
$29.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
472+ 10.93% |
$110K - $132K
|
4.79K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
471New |
$109K - $132K
|
471
$29.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
467+ 2.01% |
$108K - $131K
|
23.7K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
465+ 1.58% |
$108K - $130K
|
30K
$1.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
463+ 1.91% |
$107K - $130K
|
24.7K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
458+ 6.77% |
$106K - $128K
|
7.22K
$456K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
457+ 1.17% |
$106K - $128K
|
39.6K
$2.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
454+ 49.56% |
$105K - $127K
|
1.37K
$86.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
453+ 7.83% |
$105K - $127K
|
6.24K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
451+ 4.1% |
$105K - $126K
|
11.4K
$724K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
449+ 2.08% |
$104K - $126K
|
22K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
445+ 7.2% |
$103K - $125K
|
6.62K
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
443+ 1.64% |
$103K - $124K
|
27.5K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
441+ 20.14% |
$102K - $123K
|
2.63K
$166K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
437+ 61.81% |
$101K - $122K
|
1.14K
$72.3K
|