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 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-673- 3.29% |
$156K - $188K
|
19.8K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-679- 8.57% |
$158K - $190K
|
7.24K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-683- 3.81% |
$158K - $191K
|
17.2K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-707- 4.82% |
$164K - $198K
|
14K
$882K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-710- 0.51% |
$165K - $199K
|
140K
$8.82M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-712- 8.88% |
$165K - $199K
|
7.3K
$462K
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-718- 2.12% |
$167K - $201K
|
33.1K
$2.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-720- 3.17% |
$167K - $201K
|
22K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-721- 48.07% |
$167K - $202K
|
779
$49.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-725- 5.02% |
$168K - $203K
|
13.7K
$868K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-730- 17.8% |
$169K - $204K
|
3.37K
$213K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-736- 1.32% |
$171K - $206K
|
54.9K
$3.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-739- 0.67% |
$171K - $207K
|
110K
$6.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-743- 4.15% |
$172K - $208K
|
17.1K
$1.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-750- 37.35% |
$174K - $210K
|
1.26K
$79.5K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-751- 2.89% |
$174K - $210K
|
25.3K
$1.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-754- 1.07% |
$175K - $211K
|
69.9K
$4.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-762- 4.15% |
$177K - $213K
|
17.6K
$1.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-767- 7.58% |
$178K - $215K
|
9.35K
$591K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-775- 5.12% |
$180K - $217K
|
14.4K
$908K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-789- 5.36% |
$183K - $221K
|
13.9K
$881K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-794- 98.02% |
$184K - $222K
|
16
$1.01K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-795- 6.92% |
$184K - $222K
|
10.7K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-798- 5.28% |
$185K - $223K
|
14.3K
$905K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-807- 3.35% |
$187K - $226K
|
23.3K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-812- 4.08% |
$188K - $227K
|
19.1K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-813- 7.63% |
$189K - $228K
|
9.85K
$622K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-820- 3.87% |
$190K - $229K
|
20.4K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-831- 25.82% |
$193K - $233K
|
2.39K
$151K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-832- 41.17% |
$193K - $233K
|
1.19K
$75.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-838- 3.94% |
$194K - $235K
|
20.4K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-858- 0.72% |
$199K - $240K
|
118K
$7.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-863- 4.49% |
$200K - $242K
|
18.4K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-870- 46.98% |
$202K - $243K
|
982
$62.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-871- 1.57% |
$202K - $244K
|
54.5K
$3.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-871- 53.77% |
$202K - $244K
|
749
$47.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-879- 35.66% |
$204K - $246K
|
1.59K
$100K
|
|
|
Jan 22, 2024
Q4 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-885- 1.74% |
$205K - $248K
|
50K
$3.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-886- 7.57% |
$206K - $248K
|
10.8K
$684K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-894- 1.26% |
$207K - $250K
|
70.3K
$4.44M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-902- 27.98% |
$209K - $252K
|
2.32K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-923- 6.43% |
$214K - $258K
|
13.4K
$850K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-928- 0.68% |
$215K - $260K
|
135K
$8.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-939- 7.87% |
$218K - $263K
|
11K
$695K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-954- 6.74% |
$221K - $267K
|
13.2K
$835K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-958- 20.16% |
$222K - $268K
|
3.79K
$240K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-988- 38.12% |
$229K - $276K
|
1.6K
$101K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-998- 12.56% |
$232K - $279K
|
6.95K
$439K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.01K- 15.04% |
$233K - $282K
|
5.68K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.03K- 50.12% |
$239K - $289K
|
1.03K
$64.9K
|