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 20, 2024
Q4 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
14.5KNew |
$3.36M - $4.05M
|
14.5K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
14.4KNew |
$3.35M - $4.04M
|
14.4K
$909K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.4K+ 69.98% |
$3.35M - $4.04M
|
35K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.2KNew |
$3.29M - $3.97M
|
14.2K
$894K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
14K+ 10.9% |
$3.24M - $3.9M
|
142K
$8.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.9K+ 81.14% |
$3.24M - $3.9M
|
31.1K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
13.8KNew |
$3.21M - $3.87M
|
13.8K
$871K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
13.8KNew |
$3.2M - $3.86M
|
13.8K
$869K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.6K+ 13.39% |
$3.16M - $3.81M
|
115K
$7.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5K+ 0.9% |
$3.14M - $3.79M
|
1.52M
$95.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
13.5KNew |
$3.14M - $3.79M
|
13.5K
$852K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.5K+ 11.17% |
$3.14M - $3.78M
|
135K
$8.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
13.5K+ 41.21% |
$3.14M - $3.78M
|
46.3K
$2.92M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
13.4K+ 35.34% |
$3.11M - $3.75M
|
51.4K
$3.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
13.4K+ 87.14% |
$3.11M - $3.75M
|
28.8K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
13.2K+ 9.6% |
$3.06M - $3.7M
|
151K
$9.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13K+ 3.84% |
$3.02M - $3.65M
|
352K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.9K+ 9.99% |
$2.99M - $3.61M
|
142K
$8.95M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
12.8K+ 29.72% |
$2.98M - $3.6M
|
56.1K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
12.8K+ 11.23% |
$2.96M - $3.57M
|
126K
$7.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
12.7K+ 7.1% |
$2.96M - $3.57M
|
192K
$12.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.5K+ 3.91% |
$2.91M - $3.51M
|
333K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.4K+ 136.49% |
$2.87M - $3.46M
|
21.4K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
12.3K+ 6.43% |
$2.85M - $3.44M
|
203K
$12.8M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
11.9KNew |
$2.76M - $3.33M
|
11.9K
$750K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 0.89% |
$2.76M - $3.33M
|
1.35M
$85.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
11.8K+ 15.49% |
$2.73M - $3.29M
|
87.8K
$5.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
11.7KNew |
$2.7M - $3.26M
|
11.7K
$734K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.6K+ 752.56% |
$2.7M - $3.25M
|
13.2K
$830K
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
11.6K+ 5.18% |
$2.69M - $3.24M
|
235K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.6K+ 32.39% |
$2.68M - $3.24M
|
47.3K
$2.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11.5K+ 687.32% |
$2.67M - $3.22M
|
13.2K
$829K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.4K+ 3.86% |
$2.66M - $3.2M
|
308K
$19.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3K+ 5.69% |
$2.63M - $3.17M
|
210K
$13.2M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$2.63M - $3.17M
|
11.3K
$713K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
11.2K+ 315.8% |
$2.6M - $3.14M
|
14.8K
$930K
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
11.2KNew |
$2.59M - $3.12M
|
11.2K
$703K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
11.2KNew |
$2.59M - $3.12M
|
11.2K
$703K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
11.1KNew |
$2.56M - $3.09M
|
11.1K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11K+ 16.13% |
$2.56M - $3.09M
|
79.4K
$5M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11KNew |
$2.55M - $3.08M
|
11K
$692K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.9KNew |
$2.53M - $3.06M
|
10.9K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 505.58% |
$2.5M - $3.02M
|
12.9K
$813K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.8K+ 18.94% |
$2.49M - $3.01M
|
67.5K
$4.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
10.7K+ 61.91% |
$2.49M - $3M
|
28.1K
$1.77M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10.6KNew |
$2.47M - $2.97M
|
10.6K
$670K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
BUY
|
- |
10.6K+ 77.63% |
$2.46M - $2.97M
|
24.3K
$1.53M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
10.5K+ 41.02% |
$2.44M - $2.95M
|
36.2K
$2.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.5K+ 5.48% |
$2.44M - $2.95M
|
203K
$12.8M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
10.4KNew |
$2.4M - $2.9M
|
10.4K
$652K
|