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 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-359- 1.14% |
$83.3K - $100K
|
31.2K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-361- 3.04% |
$83.8K - $101K
|
11.5K
$722K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-367- 7.6% |
$85.2K - $103K
|
4.46K
$279K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-370- 6.95% |
$85.9K - $104K
|
4.95K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-371- 0.94% |
$86.1K - $104K
|
39.2K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-371- 1.9% |
$86.1K - $104K
|
19.1K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-373- 4.66% |
$86.6K - $104K
|
7.64K
$478K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-373- 16.36% |
$86.6K - $104K
|
1.91K
$119K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-379- 5.92% |
$87.9K - $106K
|
6.03K
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-380- 20.38% |
$88.2K - $106K
|
1.49K
$93K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-387- 12.32% |
$89.8K - $108K
|
2.75K
$172K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-387- 2.3% |
$89.8K - $108K
|
16.4K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-393- 32.61% |
$91.2K - $110K
|
812
$50.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-393- 2.18% |
$91.2K - $110K
|
17.7K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-394- 2.81% |
$91.4K - $110K
|
13.6K
$854K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-405- 6.34% |
$94K - $113K
|
5.99K
$375K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-407- 4.96% |
$94.4K - $114K
|
7.81K
$489K
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-409- 13.92% |
$94.9K - $114K
|
2.53K
$158K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-412- 22.07% |
$95.6K - $115K
|
1.46K
$91.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-414- 7.09% |
$96.1K - $116K
|
5.42K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-416- 9.22% |
$96.5K - $116K
|
4.1K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-417- 21.67% |
$96.8K - $117K
|
1.51K
$94.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-419- 1.82% |
$97.2K - $117K
|
22.6K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-419- 3.01% |
$97.2K - $117K
|
13.5K
$844K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-422- 8.64% |
$97.9K - $118K
|
4.47K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-425- 7.54% |
$98.6K - $119K
|
5.21K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-427- 0.64% |
$99.1K - $119K
|
66K
$4.14M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-430- 0.18% |
$99.8K - $120K
|
241K
$15.1M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-431- 10.04% |
$100K - $121K
|
3.86K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-432- 2.15% |
$100K - $121K
|
19.7K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-434- 1.91% |
$101K - $121K
|
22.3K
$1.4M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-435- 6.07% |
$101K - $122K
|
6.73K
$422K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-436- 8.8% |
$101K - $122K
|
4.52K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-440- 1.08% |
$102K - $123K
|
40.4K
$2.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-445- 1.96% |
$103K - $125K
|
22.3K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-449- 12.01% |
$104K - $126K
|
3.29K
$206K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
SELL
|
- |
-451- 18.95% |
$105K - $126K
|
1.93K
$121K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-451- 8.18% |
$105K - $126K
|
5.06K
$317K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-458- 20.97% |
$106K - $128K
|
1.73K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-465- 33.62% |
$108K - $130K
|
918
$57.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-470- 5.83% |
$109K - $132K
|
7.59K
$475K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-471- 4.55% |
$109K - $132K
|
9.87K
$618K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-473- 17.03% |
$110K - $132K
|
2.3K
$144K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-484- 0.75% |
$112K - $135K
|
63.9K
$4M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-484- 1.01% |
$112K - $135K
|
47.2K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-485- 6.2% |
$113K - $136K
|
7.34K
$459K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-497- 3.43% |
$115K - $139K
|
14K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
SELL
|
- |
-498- 21.48% |
$116K - $139K
|
1.82K
$114K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-501- 6.46% |
$116K - $140K
|
7.26K
$454K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-509- 1.55% |
$118K - $142K
|
32.2K
$2.02M
|