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 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17.1K- 44.66% |
$3.98M - $4.8M
|
21.2K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-17.4K- 5.63% |
$4.03M - $4.86M
|
291K
$18.3M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-17.7K- 80.1% |
$4.11M - $4.96M
|
4.4K
$277K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-18.7K- 77.91% |
$4.33M - $5.23M
|
5.3K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 73.69% |
$4.43M - $5.34M
|
6.81K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.2K- 10.1% |
$4.47M - $5.39M
|
171K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-20K- 76.09% |
$4.64M - $5.59M
|
6.28K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-20.1K- 23.05% |
$4.66M - $5.62M
|
67.1K
$4.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-20.3K- 35.9% |
$4.71M - $5.69M
|
36.3K
$2.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20.5K- 42.32% |
$4.76M - $5.74M
|
28K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.9K- 23.55% |
$4.86M - $5.86M
|
68K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-21K- 6.29% |
$4.88M - $5.89M
|
313K
$19.7M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-21.1K- 37.92% |
$4.89M - $5.9M
|
34.5K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-21.5K- 1.13% |
$4.99M - $6.02M
|
1.88M
$119M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-23.5K- 99.2% |
$5.46M - $6.58M
|
190
$12K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-24.7K- 81.97% |
$5.73M - $6.92M
|
5.44K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-25.6K- 4.95% |
$5.95M - $7.18M
|
492K
$31M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-27.8K- 74.77% |
$6.46M - $7.79M
|
9.39K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-28.2K- 65.72% |
$6.53M - $7.88M
|
14.7K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.1K- 0.38% |
$6.98M - $8.42M
|
7.99M
$503M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-30.4K- 70.54% |
$7.05M - $8.5M
|
12.7K
$799K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.8K- 1.78% |
$7.15M - $8.62M
|
1.7M
$107M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-31K- 2.77% |
$7.2M - $8.69M
|
1.09M
$68.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-32.4K- 15.55% |
$7.53M - $9.08M
|
176K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.7K- 1.05% |
$7.82M - $9.43M
|
3.18M
$200M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34.9K- 13.16% |
$8.09M - $9.76M
|
230K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-35.4K- 50.17% |
$8.2M - $9.9M
|
35.1K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.7K- 13.65% |
$8.28M - $9.99M
|
226K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.5K- 90.58% |
$8.7M - $10.5M
|
3.9K
$246K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-37.6K- 50.16% |
$8.72M - $10.5M
|
37.3K
$2.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-39K- 76.88% |
$9.05M - $10.9M
|
11.7K
$739K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-40.3K- 88.51% |
$9.36M - $11.3M
|
5.24K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-41.2K- 20.61% |
$9.55M - $11.5M
|
159K
$9.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-42.6K- 35.47% |
$9.88M - $11.9M
|
77.5K
$4.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-43.1K- 97.14% |
$9.99M - $12.1M
|
1.27K
$79.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-43.1K- 29.87% |
$9.99M - $12.1M
|
101K
$6.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-45K- 52.16% |
$10.4M - $12.6M
|
41.3K
$2.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-48K- 33.9% |
$11.1M - $13.4M
|
93.6K
$5.9M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-49.8K- 81.14% |
$11.6M - $13.9M
|
11.6K
$729K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-50.5K- 57.78% |
$11.7M - $14.1M
|
36.9K
$2.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-53.2K- 39.22% |
$12.3M - $14.9M
|
82.5K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.2K- 29.52% |
$12.6M - $15.2M
|
129K
$8.15M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-54.6K- 81.07% |
$12.7M - $15.3M
|
12.8K
$804K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-56.1K- 49.43% |
$13M - $15.7M
|
57.4K
$3.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-56.2K- 15.16% |
$13M - $15.7M
|
315K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-64.7K- 38.55% |
$15M - $18.1M
|
103K
$6.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-79.4K- 10.17% |
$18.4M - $22.2M
|
702K
$44.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-86.4K- 50.85% |
$20M - $24.2M
|
83.5K
$5.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.1K- 26.12% |
$20.7M - $24.9M
|
252K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-90.6K- 51.97% |
$21M - $25.4M
|
83.7K
$5.27M
|