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 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
280+ 2.41% |
$65K - $78.4K
|
11.9K
$754K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
279+ 3.69% |
$64.7K - $78.1K
|
7.83K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
276+ 29.05% |
$64K - $77.2K
|
1.23K
$77.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
276+ 0.19% |
$64K - $77.2K
|
149K
$9.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
272+ 1.2% |
$63.1K - $76.1K
|
23K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
272New |
$63.1K - $76.1K
|
272
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
270+ 1.48% |
$62.7K - $75.6K
|
18.5K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
269+ 21.42% |
$62.4K - $75.3K
|
1.53K
$96.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
268+ 2.42% |
$62.2K - $75K
|
11.4K
$718K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
267+ 0.46% |
$62K - $74.7K
|
58.8K
$3.72M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
267+ 310.47% |
$62K - $74.7K
|
353
$22.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
266+ 4.29% |
$61.7K - $74.4K
|
6.46K
$408K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
261+ 9.47% |
$60.6K - $73K
|
3.02K
$191K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
255+ 3.14% |
$59.2K - $71.4K
|
8.37K
$529K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
252+ 4.71% |
$58.5K - $70.5K
|
5.61K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
245+ 0.93% |
$56.8K - $68.6K
|
26.7K
$1.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
243+ 12.3% |
$56.4K - $68K
|
2.22K
$140K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
241+ 4.88% |
$55.9K - $67.4K
|
5.18K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
240+ 4.9% |
$55.7K - $67.2K
|
5.14K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
238+ 4.61% |
$55.2K - $66.6K
|
5.4K
$342K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
237+ 8.43% |
$55K - $66.3K
|
3.05K
$193K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
237+ 0.38% |
$55K - $66.3K
|
61.8K
$3.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
235+ 0.54% |
$54.5K - $65.8K
|
43.5K
$2.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
234+ 1.73% |
$54.3K - $65.5K
|
13.7K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
233+ 381.97% |
$54.1K - $65.2K
|
294
$18.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225+ 2.33% |
$52.2K - $63K
|
9.89K
$625K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
221+ 0.85% |
$51.3K - $61.8K
|
26.4K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
221+ 1.52% |
$51.3K - $61.8K
|
14.8K
$935K
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
220+ 0.2% |
$51K - $61.6K
|
111K
$6.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
215+ 4.51% |
$49.9K - $60.2K
|
4.98K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
214+ 20.8% |
$49.7K - $59.9K
|
1.24K
$78.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
212+ 5.41% |
$49.2K - $59.3K
|
4.13K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
212+ 6.41% |
$49.2K - $59.3K
|
3.52K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
210+ 7.8% |
$48.7K - $58.8K
|
2.9K
$184K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
208+ 0.34% |
$48.3K - $58.2K
|
62.1K
$3.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
206+ 18.23% |
$47.8K - $57.6K
|
1.34K
$84.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
206+ 2.47% |
$47.8K - $57.6K
|
8.55K
$541K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
204+ 24.88% |
$47.3K - $57.1K
|
1.02K
$64.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
203+ 8.11% |
$47.1K - $56.8K
|
2.71K
$171K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
201+ 7.58% |
$46.6K - $56.2K
|
2.85K
$180K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
200+ 2.94% |
$46.4K - $56K
|
7K
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
200+ 3.68% |
$46.4K - $56K
|
5.63K
$356K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
200New |
$46.4K - $56K
|
200
$12.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
200+ 7.08% |
$46.4K - $56K
|
3.02K
$191K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
198+ 0.83% |
$45.9K - $55.4K
|
24.2K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
197+ 3.6% |
$45.7K - $55.1K
|
5.68K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
196+ 8.74% |
$45.5K - $54.9K
|
2.44K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
196+ 2.49% |
$45.5K - $54.9K
|
8.07K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
195+ 10.83% |
$45.2K - $54.6K
|
2K
$126K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
191+ 3.09% |
$44.3K - $53.5K
|
6.36K
$402K
|