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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.6K- 97.2% |
$2.45M - $2.95M
|
304
$19.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10.6K- 56.52% |
$2.45M - $2.96M
|
8.13K
$511K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-10.7K- 11.98% |
$2.49M - $3M
|
78.8K
$4.95M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-11.1K- 83.44% |
$2.59M - $3.12M
|
2.21K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-11.4K- 30.82% |
$2.64M - $3.18M
|
25.5K
$1.6M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.8K- 36.64% |
$2.74M - $3.3M
|
20.4K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.8K- 10.4% |
$2.75M - $3.31M
|
102K
$6.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.1K- 28.02% |
$2.81M - $3.38M
|
31.1K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-12.2K- 11.31% |
$2.83M - $3.41M
|
95.5K
$6M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-12.3K- 2.43% |
$2.85M - $3.43M
|
492K
$30.9M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12.4K- 99.22% |
$2.87M - $3.46M
|
97
$6.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-12.5K- 4.85% |
$2.91M - $3.51M
|
246K
$15.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-12.6K- 0.68% |
$2.92M - $3.52M
|
1.83M
$115M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 79.97% |
$3.02M - $3.64M
|
3.26K
$204K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-14.3K- 67.54% |
$3.31M - $3.99M
|
6.85K
$430K
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-14.7K- 93.77% |
$3.41M - $4.11M
|
975
$61.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.7K- 5.84% |
$3.41M - $4.11M
|
237K
$14.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-14.9K- 25.56% |
$3.46M - $4.17M
|
43.4K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-15.1K- 24.16% |
$3.51M - $4.23M
|
47.4K
$2.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15.2K- 7.36% |
$3.52M - $4.25M
|
191K
$12M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-15.3K- 4.51% |
$3.55M - $4.28M
|
323K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.4K- 8.15% |
$3.57M - $4.31M
|
174K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-16K- 27.67% |
$3.71M - $4.48M
|
41.8K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.2K- 24.91% |
$3.76M - $4.53M
|
48.8K
$3.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-16.4K- 87.84% |
$3.81M - $4.6M
|
2.28K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.6K- 0.37% |
$3.86M - $4.65M
|
4.45M
$280M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-17.1K- 54.05% |
$3.96M - $4.78M
|
14.5K
$912K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-17.1K- 91.51% |
$3.97M - $4.79M
|
1.59K
$99.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17.1K- 44.66% |
$3.98M - $4.8M
|
21.2K
$1.33M
|
|
|
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
$276K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-18.7K- 77.91% |
$4.33M - $5.23M
|
5.3K
$333K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 73.69% |
$4.43M - $5.34M
|
6.81K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.2K- 10.1% |
$4.47M - $5.39M
|
171K
$10.8M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-19.9K- 70.7% |
$4.61M - $5.56M
|
8.24K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-20K- 76.09% |
$4.64M - $5.59M
|
6.28K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-20.1K- 23.05% |
$4.66M - $5.62M
|
67.1K
$4.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-20.3K- 35.9% |
$4.71M - $5.69M
|
36.3K
$2.28M
|
|
|
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
$4.27M
|
|
|
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
$118M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-23.5K- 76.66% |
$5.44M - $6.57M
|
7.14K
$448K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-23.5K- 99.2% |
$5.46M - $6.58M
|
190
$11.9K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-24.7K- 81.97% |
$5.73M - $6.92M
|
5.44K
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-25.6K- 4.95% |
$5.95M - $7.18M
|
492K
$30.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-27.8K- 74.77% |
$6.46M - $7.79M
|
9.39K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-28.2K- 65.72% |
$6.53M - $7.88M
|
14.7K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.1K- 0.38% |
$6.98M - $8.42M
|
7.99M
$502M
|