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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
35+ 2.25% |
$8.12K - $9.79K
|
1.59K
$99.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
35+ 1.7% |
$8.12K - $9.79K
|
2.09K
$131K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
34+ 2.24% |
$7.89K - $9.51K
|
1.55K
$97.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
34+ 0.33% |
$7.89K - $9.51K
|
10.4K
$648K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
33+ 2.37% |
$7.66K - $9.24K
|
1.43K
$89.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
33+ 3.82% |
$7.66K - $9.24K
|
896
$56.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
33+ 0.51% |
$7.66K - $9.24K
|
6.45K
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
31+ 0.78% |
$7.19K - $8.68K
|
4K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 775.0% |
$7.19K - $8.68K
|
35
$2.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
31+ 0.54% |
$7.19K - $8.68K
|
5.73K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
30+ 1.29% |
$6.96K - $8.4K
|
2.36K
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
29+ 0.68% |
$6.73K - $8.12K
|
4.28K
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
29+ 1.91% |
$6.73K - $8.12K
|
1.55K
$97K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
29New |
$6.73K - $8.12K
|
29
$1.82K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
BUY
|
- |
28+ 0.64% |
$6.5K - $7.84K
|
4.38K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
27+ 1.92% |
$6.27K - $7.56K
|
1.43K
$89.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
26+ 0.81% |
$6.03K - $7.28K
|
3.23K
$202K
|
|
|
Jan 19, 2024
Q4 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
26+ 24.53% |
$6.03K - $7.28K
|
132
$8.26K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
26+ 0.7% |
$6.03K - $7.28K
|
3.77K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
26+ 9.32% |
$6.03K - $7.28K
|
305
$19.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 0.3% |
$5.57K - $6.72K
|
8.05K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
24+ 1.12% |
$5.57K - $6.72K
|
2.16K
$135K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.77% |
$5.34K - $6.44K
|
3.01K
$189K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
23+ 4.71% |
$5.34K - $6.44K
|
511
$32K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
23+ 0.29% |
$5.34K - $6.44K
|
7.95K
$498K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
23+ 0.09% |
$5.34K - $6.44K
|
26.9K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 25.29% |
$5.1K - $6.16K
|
109
$6.82K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
21+ 0.85% |
$4.87K - $5.88K
|
2.49K
$156K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.88% |
$4.87K - $5.88K
|
2.4K
$150K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
21+ 1.36% |
$4.87K - $5.88K
|
1.56K
$97.7K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
21+ 0.88% |
$4.87K - $5.88K
|
2.4K
$150K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
20+ 1.11% |
$4.64K - $5.6K
|
1.82K
$114K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
20+ 1.59% |
$4.64K - $5.6K
|
1.28K
$79.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 3.63% |
$4.64K - $5.6K
|
571
$35.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
20+ 0.79% |
$4.64K - $5.6K
|
2.56K
$160K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
20+ 3.63% |
$4.64K - $5.6K
|
571
$35.8K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
18+ 0.25% |
$4.18K - $5.04K
|
7.16K
$448K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.12% |
$4.18K - $5.04K
|
14.7K
$921K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18+ 1.07% |
$4.18K - $5.04K
|
1.7K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
18+ 0.77% |
$4.18K - $5.04K
|
2.36K
$148K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18New |
$4.18K - $5.04K
|
18
$1.13K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
17+ 5.01% |
$3.94K - $4.76K
|
356
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
17+ 0.98% |
$3.94K - $4.76K
|
1.74K
$109K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
15+ 1.84% |
$3.48K - $4.2K
|
829
$51.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
14New |
$3.25K - $3.92K
|
14
$877
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
14+ 0.65% |
$3.25K - $3.92K
|
2.16K
$135K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14+ 3.47% |
$3.25K - $3.92K
|
417
$26.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
13+ 1.47% |
$3.02K - $3.64K
|
898
$56.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
13+ 0.05% |
$3.02K - $3.64K
|
25.3K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13+ 0.41% |
$3.02K - $3.64K
|
3.16K
$198K
|