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 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.04K- 7.86% |
$242K - $291K
|
12.2K
$771K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.05K- 27.12% |
$244K - $294K
|
2.82K
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.05K- 0.08% |
$244K - $294K
|
1.25M
$79.3M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1.06K- 2.86% |
$245K - $296K
|
36K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.06K- 5.72% |
$246K - $297K
|
17.5K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.07K- 39.59% |
$248K - $299K
|
1.63K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.09K- 0.81% |
$253K - $305K
|
133K
$8.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.1K- 19.64% |
$254K - $307K
|
4.48K
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-1.1K- 2.86% |
$255K - $308K
|
37.3K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.1K- 7.21% |
$255K - $308K
|
14.2K
$896K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.11K- 2.58% |
$257K - $310K
|
41.8K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-1.11K- 3.65% |
$257K - $310K
|
29.2K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.15K- 14.03% |
$266K - $321K
|
7.04K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.15K- 22.72% |
$266K - $321K
|
3.91K
$247K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.15K- 29.54% |
$267K - $322K
|
2.74K
$173K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.16K- 31.37% |
$269K - $325K
|
2.54K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.16K- 10.12% |
$270K - $325K
|
10.3K
$653K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.16K- 9.15% |
$270K - $326K
|
11.6K
$731K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-1.18K- 3.59% |
$273K - $329K
|
31.6K
$2M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.18K- 9.82% |
$274K - $330K
|
10.8K
$685K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.18K- 4.99% |
$275K - $331K
|
22.5K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.19K- 1.17% |
$276K - $333K
|
101K
$6.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.2K- 6.31% |
$279K - $336K
|
17.8K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.21K- 2.54% |
$281K - $339K
|
46.4K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.25K- 0.4% |
$290K - $349K
|
311K
$19.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.25K- 28.7% |
$290K - $350K
|
3.11K
$197K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1.25K- 15.41% |
$290K - $350K
|
6.87K
$434K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.26K- 80.0% |
$292K - $353K
|
315
$19.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 1.63% |
$293K - $353K
|
76.2K
$4.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27K- 4.45% |
$296K - $357K
|
27.3K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.3K- 6.13% |
$302K - $364K
|
19.9K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.32K- 57.08% |
$307K - $370K
|
994
$62.9K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 49.78% |
$310K - $374K
|
1.35K
$85.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.34K- 1.25% |
$310K - $374K
|
106K
$6.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 1.69% |
$312K - $376K
|
78.1K
$4.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.36K- 31.92% |
$315K - $380K
|
2.9K
$183K
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.37K- 10.7% |
$317K - $382K
|
11.4K
$720K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.37K- 27.91% |
$317K - $382K
|
3.53K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.37K- 3.82% |
$317K - $383K
|
34.4K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.41K- 8.52% |
$327K - $395K
|
15.2K
$958K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.41K- 15.09% |
$328K - $396K
|
7.96K
$503K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.42K- 2.5% |
$328K - $396K
|
55.3K
$3.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.42K- 59.54% |
$329K - $397K
|
965
$61K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.43K- 21.15% |
$331K - $399K
|
5.31K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.45K- 3.81% |
$336K - $405K
|
36.5K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.47K- 37.96% |
$340K - $411K
|
2.4K
$152K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.47K- 10.56% |
$342K - $412K
|
12.5K
$789K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.5K- 3.31% |
$347K - $419K
|
43.7K
$2.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.51K- 25.68% |
$350K - $423K
|
4.37K
$276K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.53K- 34.47% |
$354K - $427K
|
2.9K
$183K
|