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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-92.6K- 62.02% |
$21.5M - $25.9M
|
56.7K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-94.7K- 6.05% |
$22M - $26.5M
|
1.47M
$92.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-94.7K- 6.05% |
$22M - $26.5M
|
1.47M
$92.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-109K- 55.82% |
$25.4M - $30.6M
|
86.5K
$5.45M
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-115K- 95.13% |
$26.6M - $32.1M
|
5.86K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-131K- 64.93% |
$30.5M - $36.8M
|
71K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-145K- 52.82% |
$33.6M - $40.5M
|
129K
$8.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-158K- 85.33% |
$36.8M - $44.3M
|
27.2K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-160K- 22.17% |
$37.2M - $44.8M
|
562K
$35.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-167K- 14.27% |
$38.8M - $46.8M
|
1.01M
$63.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-189K- 1.88% |
$43.9M - $53M
|
9.88M
$622M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-194K- 81.14% |
$45M - $54.3M
|
45.1K
$2.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-207K- 92.36% |
$48.1M - $58M
|
17.2K
$1.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-208K- 66.26% |
$48.2M - $58.1M
|
106K
$6.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-210K- 99.34% |
$48.7M - $58.7M
|
1.38K
$87.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 2.97% |
$49.1M - $59.2M
|
6.9M
$435M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-242K- 52.66% |
$56.3M - $67.8M
|
218K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-269K- 57.32% |
$62.4M - $75.3M
|
200K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-275K- 90.44% |
$63.8M - $77M
|
29.1K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-444K- 42.16% |
$103M - $124M
|
609K
$38.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.59M- 38.11% |
$369M - $444M
|
2.58M
$162M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7M- 99.64% |
$394M - $475M
|
6.14K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.28M- 55.31% |
$2.15B - $2.6B
|
7.5M
$472M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.3M- 79.81% |
$6.33B - $7.64B
|
6.9M
$435M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.6M- 80.29% |
$7.09B - $8.55B
|
7.5M
$472M
|