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 |
|---|---|---|---|---|---|---|---|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
31.3KNew |
$7.27M - $8.76M
|
31.3K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
31.3KNew |
$7.25M - $8.75M
|
31.3K
$1.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
30.6K+ 134.18% |
$7.1M - $8.56M
|
53.4K
$3.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30.3K+ 136.32% |
$7.04M - $8.49M
|
52.6K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30.3K+ 136.32% |
$7.04M - $8.49M
|
52.6K
$3.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.1K+ 62.75% |
$6.98M - $8.42M
|
78K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
28.3K+ 9.43% |
$6.57M - $7.92M
|
329K
$20.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
27.4K+ 97.63% |
$6.36M - $7.67M
|
55.5K
$3.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
27K+ 398.89% |
$6.27M - $7.56M
|
33.8K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
26.9K+ 98.6% |
$6.24M - $7.53M
|
54.2K
$3.41M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
26.3KNew |
$6.1M - $7.36M
|
26.3K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
26.1K+ 657.88% |
$6.06M - $7.31M
|
30.1K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26K+ 3.79% |
$6.04M - $7.29M
|
712K
$44.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$5.86M - $7.07M
|
25.3K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
25.2K+ 5.07% |
$5.84M - $7.04M
|
521K
$32.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
25.1K+ 85.17% |
$5.82M - $7.02M
|
54.6K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
BUY
|
- |
25K+ 739.73% |
$5.8M - $6.99M
|
28.4K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
24.8K+ 19.51% |
$5.76M - $6.94M
|
152K
$9.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
24.5K+ 1789.05% |
$5.69M - $6.86M
|
25.9K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
24.2K+ 8.14% |
$5.61M - $6.77M
|
321K
$20.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
24.1K+ 21.76% |
$5.58M - $6.73M
|
135K
$8.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
24K+ 66.17% |
$5.58M - $6.73M
|
60.4K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.8K+ 106.28% |
$5.53M - $6.66M
|
46.2K
$2.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.7K+ 200.6% |
$5.5M - $6.63M
|
35.5K
$2.24M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
21.6KNew |
$5.02M - $6.05M
|
21.6K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 6.25% |
$4.98M - $6.01M
|
365K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.3K+ 1.6% |
$4.94M - $5.96M
|
1.35M
$85.3M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 0.95% |
$4.72M - $5.7M
|
2.15M
$136M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
20.1K+ 757.15% |
$4.67M - $5.63M
|
22.8K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
19.7K+ 10.85% |
$4.57M - $5.52M
|
201K
$12.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
18.8KNew |
$4.37M - $5.27M
|
18.8K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
18.4K+ 63.94% |
$4.26M - $5.14M
|
47.1K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
18.4K+ 139.52% |
$4.26M - $5.14M
|
31.5K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
18.4K+ 2.92% |
$4.26M - $5.14M
|
647K
$40.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18K+ 14.35% |
$4.17M - $5.03M
|
143K
$9.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
17.3KNew |
$4.01M - $4.83M
|
17.3K
$1.09M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17.3KNew |
$4M - $4.83M
|
17.3K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17K+ 486.08% |
$3.95M - $4.76M
|
20.5K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.9KNew |
$3.92M - $4.73M
|
16.9K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
16.4KNew |
$3.81M - $4.6M
|
16.4K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
BUY
|
- |
16.4K+ 60.06% |
$3.8M - $4.58M
|
43.7K
$2.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.3K+ 29.13% |
$3.79M - $4.57M
|
72.4K
$4.56M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
16KNew |
$3.72M - $4.48M
|
16K
$1.01M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
16KNew |
$3.7M - $4.47M
|
16K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15.7KNew |
$3.64M - $4.39M
|
15.7K
$988K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
15.6KNew |
$3.62M - $4.37M
|
15.6K
$983K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
15.6KNew |
$3.62M - $4.37M
|
15.6K
$983K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
15.3KNew |
$3.55M - $4.29M
|
15.3K
$965K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
14.8KNew |
$3.44M - $4.15M
|
14.8K
$935K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.6K+ 940.63% |
$3.38M - $4.07M
|
16.1K
$1.01M
|