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 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-80- 19.51% |
$18.6K - $22.4K
|
330
$20.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 10.83% |
$18.6K - $22.4K
|
659
$41.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-80- 4.78% |
$18.6K - $22.4K
|
1.59K
$99.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-80- 0.77% |
$18.6K - $22.4K
|
10.4K
$649K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-80- 3.66% |
$18.6K - $22.4K
|
2.11K
$132K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-81- 18.93% |
$18.8K - $22.7K
|
347
$21.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-82- 0.69% |
$19K - $22.9K
|
11.8K
$741K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-82- 4.2% |
$19K - $22.9K
|
1.87K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-83- 1.03% |
$19.3K - $23.2K
|
7.98K
$500K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-84- 3.95% |
$19.5K - $23.5K
|
2.04K
$128K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-86- 0.72% |
$20K - $24.1K
|
11.8K
$742K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-88- 1.48% |
$20.4K - $24.6K
|
5.88K
$368K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-90- 3.06% |
$20.9K - $25.2K
|
2.86K
$179K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-90- 3.24% |
$20.9K - $25.2K
|
2.69K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-90- 2.09% |
$20.9K - $25.2K
|
4.23K
$265K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-91- 4.7% |
$21.1K - $25.5K
|
1.84K
$115K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-96- 0.54% |
$22.3K - $26.9K
|
17.8K
$1.12M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-96- 2.38% |
$22.3K - $26.9K
|
3.95K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-97- 2.71% |
$22.5K - $27.1K
|
3.49K
$218K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-97- 4.74% |
$22.5K - $27.1K
|
1.95K
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-98- 0.46% |
$22.7K - $27.4K
|
21.3K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-98- 3.76% |
$22.7K - $27.4K
|
2.51K
$157K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-100- 1.5% |
$23.2K - $28K
|
6.55K
$410K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 2.43% |
$23.2K - $28K
|
4.01K
$251K
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-100- 12.08% |
$23.2K - $28K
|
728
$45.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-100- 17.18% |
$23.2K - $28K
|
482
$30.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-100- 0.87% |
$23.2K - $28K
|
11.4K
$711K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-100- 8.52% |
$23.2K - $28K
|
1.07K
$67.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-103- 4.43% |
$23.9K - $28.8K
|
2.22K
$139K
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-103- 3.84% |
$23.9K - $28.8K
|
2.58K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-106- 0.25% |
$24.6K - $29.7K
|
41.7K
$2.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-107- 4.11% |
$24.8K - $29.9K
|
2.5K
$156K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-108- 0.86% |
$25.1K - $30.2K
|
12.5K
$782K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-109- 9.4% |
$25.3K - $30.5K
|
1.05K
$65.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-110- 2.99% |
$25.5K - $30.8K
|
3.57K
$224K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 3.76% |
$25.8K - $31.1K
|
2.84K
$178K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-111- 1.58% |
$25.8K - $31.1K
|
6.91K
$433K
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-111- 3.57% |
$25.8K - $31.1K
|
2.99K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-112- 2.23% |
$26K - $31.3K
|
4.91K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-113- 0.36% |
$26.2K - $31.6K
|
31.5K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-113- 9.74% |
$26.2K - $31.6K
|
1.05K
$65.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-113- 4.04% |
$26.2K - $31.6K
|
2.68K
$168K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-116- 11.42% |
$26.9K - $32.5K
|
900
$56.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-117- 9.28% |
$27.1K - $32.7K
|
1.14K
$71.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-118- 6.2% |
$27.4K - $33K
|
1.79K
$112K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-119- 17.63% |
$27.6K - $33.3K
|
556
$34.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-122- 3.47% |
$28.3K - $34.1K
|
3.39K
$212K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-123- 8.59% |
$28.5K - $34.4K
|
1.31K
$82K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-123- 7.24% |
$28.5K - $34.4K
|
1.58K
$98.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-124- 85.52% |
$28.8K - $34.7K
|
21
$1.31K
|