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 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.21K- 37.77% |
$1.67M - $2.02M
|
11.9K
$751K
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.22K- 17.11% |
$1.67M - $2.02M
|
35K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.24K- 22.26% |
$1.68M - $2.03M
|
25.3K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.27K- 6.3% |
$1.69M - $2.04M
|
108K
$6.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-7.36K- 12.21% |
$1.71M - $2.06M
|
52.9K
$3.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-7.55K- 77.78% |
$1.75M - $2.11M
|
2.16K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-7.75K- 5.55% |
$1.8M - $2.17M
|
132K
$8.34M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-7.86K- 80.14% |
$1.82M - $2.2M
|
1.95K
$123K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-8.07K- 68.98% |
$1.87M - $2.26M
|
3.63K
$229K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.14K- 10.63% |
$1.89M - $2.28M
|
68.4K
$4.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.16K- 53.38% |
$1.89M - $2.28M
|
7.12K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-8.4K- 5.3% |
$1.95M - $2.35M
|
150K
$9.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.68K- 6.77% |
$2.01M - $2.43M
|
119K
$7.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-8.74K- 3.37% |
$2.03M - $2.45M
|
250K
$15.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-8.77K- 15.84% |
$2.04M - $2.45M
|
46.6K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-9.15K- 20.16% |
$2.12M - $2.56M
|
36.2K
$2.29M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-9.28K- 69.18% |
$2.15M - $2.6M
|
4.13K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-9.29K- 24.18% |
$2.16M - $2.6M
|
29.1K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-9.35K- 35.35% |
$2.17M - $2.62M
|
17.1K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-9.36K- 14.89% |
$2.17M - $2.62M
|
53.5K
$3.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.69K- 1.59% |
$2.25M - $2.71M
|
600K
$38M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-9.74K- 76.7% |
$2.26M - $2.73M
|
2.96K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 22.41% |
$2.4M - $2.9M
|
35.9K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.5K- 78.8% |
$2.44M - $2.94M
|
2.83K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5KClosed |
$2.45M - $2.95M
|
0
$0
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.6K- 97.2% |
$2.45M - $2.95M
|
304
$19.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.6K- 56.52% |
$2.45M - $2.96M
|
8.13K
$514K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10.7K- 11.98% |
$2.49M - $3M
|
78.8K
$4.98M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.1K- 83.44% |
$2.59M - $3.12M
|
2.21K
$140K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-11.4K- 30.82% |
$2.64M - $3.18M
|
25.5K
$1.62M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.8K- 36.64% |
$2.74M - $3.3M
|
20.4K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.8K- 10.4% |
$2.75M - $3.31M
|
102K
$6.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.1K- 28.02% |
$2.81M - $3.38M
|
31.1K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.2K- 11.31% |
$2.83M - $3.41M
|
95.5K
$6.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-12.3K- 2.43% |
$2.85M - $3.43M
|
492K
$31.1M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12.4K- 99.22% |
$2.87M - $3.46M
|
97
$6.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-12.5K- 4.85% |
$2.91M - $3.51M
|
246K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-12.6K- 0.68% |
$2.92M - $3.52M
|
1.83M
$116M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 79.97% |
$3.02M - $3.64M
|
3.26K
$206K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.7K- 5.84% |
$3.41M - $4.11M
|
237K
$15M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-14.9K- 25.56% |
$3.46M - $4.17M
|
43.4K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-15.1K- 24.16% |
$3.51M - $4.23M
|
47.4K
$3M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15.2K- 7.36% |
$3.52M - $4.25M
|
191K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-15.3K- 4.51% |
$3.55M - $4.28M
|
323K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.4K- 8.15% |
$3.57M - $4.31M
|
174K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16K- 27.67% |
$3.71M - $4.48M
|
41.8K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.2K- 24.91% |
$3.76M - $4.53M
|
48.8K
$3.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16.4K- 87.84% |
$3.81M - $4.6M
|
2.28K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.6K- 0.37% |
$3.86M - $4.65M
|
4.45M
$282M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-17.1K- 54.05% |
$3.96M - $4.78M
|
14.5K
$918K
|