Purchases and Sales Made in Q4 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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
Feb 13, 2024 Q4 2023
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
190
New
$44.1K - $53.2K
190 $11.9K
Jan 19, 2024 Q4 2023
Next Capital Management LLC

BUY
 -
188
+ 2.19%
$43.6K - $52.6K
8.78K $550K
Jan 23, 2024 Q4 2023
Clear Creek Financial Management, LLC

BUY
 -
188
+ 15.68%
$43.6K - $52.6K
1.39K $86.8K
Jan 25, 2024 Q4 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
188
+ 0.38%
$43.6K - $52.6K
50.3K $3.15M
Feb 14, 2024 Q4 2023
Fsa Wealth Management LLC

Needham, MA
BUY
 -
185
New
$42.9K - $51.8K
185 $11.6K
Feb 06, 2024 Q4 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
184
+ 9.5%
$42.7K - $51.5K
2.12K $133K
Jan 18, 2024 Q4 2023
Brown Miller Wealth Management, LLC

BUY
 -
181
+ 3.25%
$42K - $50.7K
5.76K $360K
Feb 08, 2024 Q4 2023
Forbes J M & CO LLP

BUY
 -
176
+ 0.44%
$40.8K - $49.3K
40.1K $2.51M
Jan 22, 2024 Q4 2023
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
175
+ 3.24%
$40.6K - $49K
5.57K $349K
Feb 13, 2024 Q4 2023
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
174
New
$40.4K - $48.7K
174 $10.9K
Jan 29, 2024 Q4 2023
Kooman & Associates

Altoona, PA
BUY
 -
172
+ 6.8%
$39.9K - $48.1K
2.7K $169K
Feb 07, 2024 Q4 2023
First Western Trust Bank

Denver, CO
BUY
 -
172
+ 0.29%
$39.9K - $48.1K
59.9K $3.75M
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
171
New
$39.7K - $47.9K
171 $10.7K
Feb 12, 2024 Q4 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
170
New
$39.4K - $47.6K
170 $10.6K
Feb 12, 2024 Q4 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
168
+ 7.34%
$39K - $47K
2.46K $154K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
167
+ 7.66%
$38.8K - $46.7K
2.35K $147K
Jan 29, 2024 Q4 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
167
+ 1.54%
$38.8K - $46.7K
11K $691K
Jan 29, 2024 Q4 2023
Highview Capital Management LLC

BUY
 -
164
+ 0.57%
$38.1K - $45.9K
28.9K $1.81M
Jan 26, 2024 Q4 2023
Avion Wealth

The Woodlands, TX
BUY
 -
162
+ 9.86%
$37.6K - $45.3K
1.81K $113K
Feb 13, 2024 Q4 2023
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
161
+ 10.62%
$37.4K - $45.1K
1.68K $105K
Jan 11, 2024 Q4 2023
Orgel Wealth Management, LLC

BUY
 -
159
+ 16.43%
$36.9K - $44.5K
1.13K $70.6K
Feb 07, 2024 Q4 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
158
+ 0.73%
$36.7K - $44.2K
21.9K $1.37M
Jan 17, 2024 Q4 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
154
+ 33.77%
$35.7K - $43.1K
610 $38.2K
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
150
+ 0.61%
$34.8K - $42K
24.6K $1.54M
Jan 10, 2024 Q4 2023
Alliance Wealth Advisors, LLC

BUY
 -
148
+ 0.67%
$34.3K - $41.4K
22.3K $1.4M
Jan 23, 2024 Q4 2023
Schwab Charitable Fund

BUY
 -
147
+ 4.14%
$34.1K - $41.1K
3.7K $231K
Jan 26, 2024 Q4 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
147
+ 3.78%
$34.1K - $41.1K
4.03K $253K
Jan 18, 2024 Q4 2023
Parisi Gray Wealth Management

BUY
 -
145
+ 1.05%
$33.6K - $40.6K
13.9K $872K
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

BUY
 -
144
+ 2.56%
$33.4K - $40.3K
5.78K $362K
Jan 23, 2024 Q4 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
143
+ 286.0%
$33.2K - $40K
193 $12.1K
Feb 08, 2024 Q4 2023
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
141
New
$32.7K - $39.5K
141 $8.83K
Feb 12, 2024 Q4 2023
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
141
New
$32.7K - $39.5K
141 $8.83K
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

BUY
 -
141
+ 178.48%
$32.7K - $39.5K
220 $13.8K
Feb 14, 2024 Q4 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
139
+ 13.71%
$32.3K - $38.9K
1.15K $72.2K
Jan 12, 2024 Q4 2023
Hfg Advisors, Inc.

BUY
 -
138
+ 4.11%
$32K - $38.6K
3.5K $219K
Jan 30, 2024 Q4 2023
Telos Capital Management, Inc.

BUY
 -
136
+ 0.47%
$31.6K - $38.1K
29.2K $1.83M
Feb 02, 2024 Q4 2023
Abbrea Capital, LLC

BUY
 -
135
+ 2.86%
$31.3K - $37.8K
4.85K $304K
Feb 14, 2024 Q4 2023
Resources Management Corp

West Hartford, CT
BUY
 -
134
+ 48.38%
$31.1K - $37.5K
411 $25.7K
Jan 23, 2024 Q4 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
132
+ 0.07%
$30.6K - $36.9K
182K $11.4M
Jan 10, 2024 Q4 2023
Leverty Financial Group, LLC

BUY
 -
131
+ 0.81%
$30.4K - $36.7K
16.3K $1.02M
Feb 02, 2024 Q4 2023
Carret Asset Management, LLC

BUY
 -
130
+ 6.49%
$30.2K - $36.4K
2.13K $134K
Feb 13, 2024 Q4 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
129
+ 0.54%
$29.9K - $36.1K
24K $1.5M
Jan 09, 2024 Q4 2023
Seneca House Advisors

BUY
 -
127
+ 5.34%
$29.5K - $35.5K
2.5K $157K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
127
+ 1.06%
$29.5K - $35.5K
12.1K $758K
Jan 30, 2024 Q4 2023
4 Thought Financial Group Inc.

BUY
 -
126
+ 22.5%
$29.2K - $35.3K
686 $43K
Feb 12, 2024 Q4 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
126
+ 2.87%
$29.2K - $35.3K
4.51K $282K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
125
+ 13.56%
$29K - $35K
1.05K $65.6K
Feb 13, 2024 Q4 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
120
+ 5.94%
$27.8K - $33.6K
2.14K $134K
Feb 13, 2024 Q4 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
120
+ 14.93%
$27.8K - $33.6K
924 $57.9K

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