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 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-210- 20.41% |
$48.7K - $58.8K
|
819
$51.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-211- 0.99% |
$49K - $59K
|
21.2K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-214- 1.65% |
$49.7K - $59.9K
|
12.7K
$799K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-214- 6.31% |
$49.7K - $59.9K
|
3.18K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-215- 21.29% |
$49.9K - $60.2K
|
795
$49.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-216- 17.35% |
$50.1K - $60.4K
|
1.03K
$64.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-217- 11.94% |
$50.4K - $60.7K
|
1.6K
$100K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-220- 1.38% |
$51K - $61.6K
|
15.7K
$988K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-226- 0.84% |
$52.4K - $63.2K
|
26.6K
$1.67M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-228- 8.69% |
$52.9K - $63.8K
|
2.4K
$150K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-228- 3.76% |
$52.9K - $63.8K
|
5.84K
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-232- 13.62% |
$53.8K - $64.9K
|
1.47K
$92.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-236- 0.79% |
$54.8K - $66K
|
29.8K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-238- 1.47% |
$55.2K - $66.6K
|
16K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-239- 9.64% |
$55.5K - $66.9K
|
2.24K
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-240- 7.9% |
$55.7K - $67.2K
|
2.8K
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-240- 0.12% |
$55.7K - $67.2K
|
200K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-241- 4.19% |
$55.9K - $67.4K
|
5.52K
$346K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-242- 2.41% |
$56.2K - $67.7K
|
9.81K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-242- 22.98% |
$56.2K - $67.7K
|
811
$50.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-245- 8.65% |
$56.8K - $68.6K
|
2.59K
$163K
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-246- 2.1% |
$57.1K - $68.8K
|
11.4K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-246- 15.04% |
$57.1K - $68.8K
|
1.39K
$87.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-248- 2.81% |
$57.5K - $69.4K
|
8.59K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-255- 12.63% |
$59.2K - $71.4K
|
1.76K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-256- 0.36% |
$59.4K - $71.6K
|
69.9K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-257- 1.55% |
$59.6K - $71.9K
|
16.3K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-259- 20.97% |
$60.1K - $72.5K
|
976
$61.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-266- 11.7% |
$61.7K - $74.4K
|
2.01K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-267- 9.76% |
$62K - $74.7K
|
2.47K
$155K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-268- 14.45% |
$62.2K - $75K
|
1.59K
$99.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-270- 8.44% |
$62.7K - $75.6K
|
2.93K
$184K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-275- 1.3% |
$63.8K - $77K
|
20.8K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-275- 7.51% |
$63.8K - $77K
|
3.39K
$213K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-283- 12.43% |
$65.7K - $79.2K
|
1.99K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-283- 6.59% |
$65.7K - $79.2K
|
4.01K
$252K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-286- 2.88% |
$66.4K - $80K
|
9.65K
$606K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-294- 3.05% |
$68.2K - $82.3K
|
9.34K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-297- 23.55% |
$68.9K - $83.1K
|
964
$60.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 2.11% |
$69.6K - $84K
|
13.9K
$874K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-300- 3.19% |
$69.6K - $84K
|
9.1K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-302- 2.68% |
$70.1K - $84.5K
|
11K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-302- 1.08% |
$70.1K - $84.5K
|
27.6K
$1.73M
|
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-310- 3.73% |
$71.9K - $86.8K
|
7.99K
$502K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-312- 2.82% |
$72.4K - $87.3K
|
10.7K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-312- 19.49% |
$72.4K - $87.3K
|
1.29K
$80.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-314- 6.02% |
$72.9K - $87.9K
|
4.9K
$308K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-317- 3.87% |
$73.6K - $88.7K
|
7.87K
$494K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-319- 0.85% |
$74K - $89.3K
|
37.2K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-325- 15.26% |
$75.4K - $91K
|
1.81K
$113K
|