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 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
9.88K+ 3.6% |
$2.29M - $2.76M
|
284K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
9.76K+ 24.74% |
$2.26M - $2.73M
|
49.2K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
9.71KNew |
$2.25M - $2.72M
|
9.71K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.67K+ 2.99% |
$2.24M - $2.71M
|
333K
$21M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9.65K+ 63.89% |
$2.24M - $2.7M
|
24.8K
$1.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.47K+ 64.93% |
$2.2M - $2.65M
|
24.1K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.33K+ 1.51% |
$2.16M - $2.61M
|
625K
$39.4M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
9.27K+ 375.3% |
$2.15M - $2.59M
|
11.7K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
9.12KNew |
$2.12M - $2.55M
|
9.12K
$574K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.9K+ 125.01% |
$2.07M - $2.49M
|
16K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
8.72K+ 3.63% |
$2.02M - $2.44M
|
249K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.71KNew |
$2.02M - $2.44M
|
8.71K
$548K
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
8.64KNew |
$2.01M - $2.42M
|
8.64K
$544K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.62K+ 147.1% |
$2M - $2.41M
|
14.5K
$912K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.61K+ 12.36% |
$2M - $2.41M
|
78.3K
$4.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.61K+ 2.04% |
$2M - $2.41M
|
430K
$27.1M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.5KNew |
$1.97M - $2.38M
|
8.5K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
8.33K+ 22.2% |
$1.93M - $2.33M
|
45.9K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.33K+ 3.55% |
$1.93M - $2.33M
|
243K
$15.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
8.25KNew |
$1.92M - $2.31M
|
8.25K
$520K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.18KNew |
$1.9M - $2.29M
|
8.18K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.14K+ 0.66% |
$1.89M - $2.28M
|
1.25M
$78.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
8K+ 540.18% |
$1.86M - $2.24M
|
9.48K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.86K+ 36.29% |
$1.82M - $2.2M
|
29.5K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.77K+ 2.16% |
$1.8M - $2.17M
|
367K
$23.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.76K+ 67.65% |
$1.8M - $2.17M
|
19.2K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.51KNew |
$1.74M - $2.1M
|
7.51K
$473K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
7.43K+ 6.76% |
$1.72M - $2.08M
|
117K
$7.39M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7.35KNew |
$1.71M - $2.06M
|
7.35K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.31K+ 12.5% |
$1.7M - $2.05M
|
65.8K
$4.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
7.22K+ 42.03% |
$1.68M - $2.02M
|
24.4K
$1.54M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
7.19KNew |
$1.67M - $2.01M
|
7.19K
$453K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.05K+ 537.58% |
$1.64M - $1.97M
|
8.37K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
7K+ 314.61% |
$1.62M - $1.96M
|
9.23K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.93K+ 44.43% |
$1.61M - $1.94M
|
22.5K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
6.87K+ 3.07% |
$1.59M - $1.92M
|
231K
$14.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
6.84K+ 21.03% |
$1.59M - $1.91M
|
39.4K
$2.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.82KNew |
$1.58M - $1.91M
|
6.82K
$430K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
6.8K+ 1.41% |
$1.58M - $1.9M
|
491K
$30.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
6.64KNew |
$1.54M - $1.86M
|
6.64K
$418K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6.62KNew |
$1.54M - $1.85M
|
6.62K
$417K
|
|
|
Feb 05, 2024
Q4 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
6.62K+ 0.89% |
$1.54M - $1.85M
|
753K
$47.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
6.55K+ 1.44% |
$1.52M - $1.83M
|
463K
$29.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
6.44KNew |
$1.49M - $1.8M
|
6.44K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
6.4K+ 1.59% |
$1.49M - $1.79M
|
410K
$25.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
6.32K+ 14.18% |
$1.47M - $1.77M
|
50.9K
$3.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
6.32K+ 1.12% |
$1.47M - $1.77M
|
570K
$35.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
6.31K+ 11.84% |
$1.46M - $1.77M
|
59.6K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
6.27K+ 5.57% |
$1.45M - $1.75M
|
119K
$7.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.25K+ 4564.23% |
$1.45M - $1.75M
|
6.39K
$403K
|