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 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-48- 2.9% |
$11.1K - $13.4K
|
1.61K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-48- 4.29% |
$11.1K - $13.4K
|
1.07K
$67K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-49- 0.6% |
$11.4K - $13.7K
|
8.12K
$508K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-49- 0.21% |
$11.4K - $13.7K
|
23.7K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-50- 5.34% |
$11.6K - $14K
|
886
$55.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 4.9% |
$11.6K - $14K
|
970
$60.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-50- 5.05% |
$11.6K - $14K
|
940
$58.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 2.75% |
$11.6K - $14K
|
1.77K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-50- 0.07% |
$11.6K - $14K
|
72.4K
$4.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-50- 5.23% |
$11.6K - $14K
|
906
$56.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-51- 0.94% |
$11.8K - $14.3K
|
5.4K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-52- 0.61% |
$12.1K - $14.6K
|
8.49K
$532K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-53- 1.65% |
$12.3K - $14.8K
|
3.15K
$197K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-55- 25.0% |
$12.8K - $15.4K
|
165
$10.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-55- 0.7% |
$12.8K - $15.4K
|
7.77K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-55- 2.91% |
$12.8K - $15.4K
|
1.84K
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-55- 3.2% |
$12.8K - $15.4K
|
1.67K
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-55- 1.57% |
$12.8K - $15.4K
|
3.45K
$216K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-56- 1.34% |
$13K - $15.7K
|
4.11K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-56- 1.46% |
$13K - $15.7K
|
3.77K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-56- 1.57% |
$13K - $15.7K
|
3.52K
$220K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-57- 4.36% |
$13.2K - $16K
|
1.25K
$78.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-58- 2.64% |
$13.5K - $16.2K
|
2.14K
$134K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-59- 1.34% |
$13.7K - $16.5K
|
4.36K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-59- 4.31% |
$13.7K - $16.5K
|
1.31K
$82.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-61- 0.7% |
$14.2K - $17.1K
|
8.61K
$539K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-61- 80.26% |
$14.2K - $17.1K
|
15
$939
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-63- 5.37% |
$14.6K - $17.6K
|
1.11K
$69.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-64- 6.0% |
$14.9K - $17.9K
|
1K
$62.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-64- 0.32% |
$14.9K - $17.9K
|
20.2K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-65- 2.68% |
$15.1K - $18.2K
|
2.36K
$148K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-66- 1.09% |
$15.3K - $18.5K
|
6K
$376K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-66- 0.38% |
$15.3K - $18.5K
|
17.5K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-66- 40.99% |
$15.3K - $18.5K
|
95
$5.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-67- 1.56% |
$15.5K - $18.7K
|
4.22K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 0.71% |
$16K - $19.3K
|
9.68K
$606K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-70- 6.6% |
$16.2K - $19.6K
|
991
$62K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-71- 0.49% |
$16.5K - $19.9K
|
14.5K
$906K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-71- 3.88% |
$16.5K - $19.9K
|
1.76K
$110K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-71- 5.81% |
$16.5K - $19.9K
|
1.15K
$72.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-73- 4.14% |
$16.9K - $20.4K
|
1.69K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-73- 7.02% |
$16.9K - $20.4K
|
967
$60.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-75- 6.93% |
$17.4K - $21K
|
1.01K
$63.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-75- 5.11% |
$17.4K - $21K
|
1.39K
$87.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-76- 0.07% |
$17.6K - $21.3K
|
104K
$6.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-76- 6.74% |
$17.6K - $21.3K
|
1.05K
$65.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-76- 0.9% |
$17.6K - $21.3K
|
8.4K
$526K
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-76- 1.14% |
$17.6K - $21.3K
|
6.6K
$413K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
SELL
|
- |
-78- 0.11% |
$18.1K - $21.8K
|
69.9K
$4.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-79- 5.59% |
$18.3K - $22.1K
|
1.33K
$83.5K
|