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 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.12% |
$696 - $840
|
2.43K
$152K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3+ 0.06% |
$696 - $840
|
4.63K
$290K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$696 - $840
|
2.2K
$138K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
3+ 0.86% |
$696 - $840
|
350
$21.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2+ 0.17% |
$464 - $560
|
1.19K
$74.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.13% |
$464 - $560
|
1.53K
$95.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.14% |
$464 - $560
|
1.44K
$90.1K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.23% |
$464 - $560
|
875
$54.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2New |
$464 - $560
|
2
$125
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 1.05% |
$464 - $560
|
192
$12K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.03% |
$464 - $560
|
5.84K
$366K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.18% |
$464 - $560
|
1.09K
$68.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$464 - $560
|
2.45K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.08% |
$464 - $560
|
2.63K
$165K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.27% |
$232 - $280
|
377
$23.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.39% |
$232 - $280
|
255
$16K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$232 - $280
|
5.01K
$314K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.05% |
$232 - $280
|
1.92K
$120K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.1% |
$232 - $280
|
1K
$62.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$232 - $280
|
1.97K
$123K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$232 - $280
|
3.26K
$204K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1+ 0.01% |
$232 - $280
|
8.53K
$534K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.04% |
$232 - $280
|
2.8K
$175K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$232 - $280
|
3.11K
$195K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.38% |
$232 - $280
|
43
$2.69K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.02% |
$232 - $280
|
5.21K
$326K
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$232 - $280
|
8.49K
$532K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1+ 0.08% |
$232 - $280
|
1.21K
$75.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1+ 0.01% |
$232 - $280
|
11.2K
$703K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$232 - $280
|
21.7K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1+ 0.3% |
$232 - $280
|
339
$21.2K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1+ 0.1% |
$232 - $280
|
1K
$62.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.06% |
$232 - $280
|
1.75K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.77% |
$232 - $280
|
131
$8.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$232 - $280
|
1
$62.6
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.51% |
$232 - $280
|
197
$12.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1- 0.1% |
$232 - $280
|
1.03K
$64.2K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1- 0.01% |
$232 - $280
|
9.47K
$593K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-2- 0.03% |
$464 - $560
|
6.6K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2- 0.13% |
$464 - $560
|
1.54K
$96.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2- 0.24% |
$464 - $560
|
823
$51.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.1% |
$696 - $840
|
3.08K
$193K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-3- 0.33% |
$696 - $840
|
913
$57.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4- 0.28% |
$928 - $1.12K
|
1.41K
$88K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5- 0.58% |
$1.16K - $1.4K
|
853
$53.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5- 0.43% |
$1.16K - $1.4K
|
1.15K
$72.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-5- 2.78% |
$1.16K - $1.4K
|
175
$11K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 3.06% |
$1.39K - $1.68K
|
190
$11.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6- 0.46% |
$1.39K - $1.68K
|
1.3K
$81.3K
|