Purchases and Sales Made in Q4 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 15, 2024 Q4 2023
Legal & General Group PLC

London, X0
BUY
 -
6.25K
+ 1041.67%
$1.45M - $1.75M
6.85K $431K
Jan 11, 2024 Q4 2023
Chesley Taft & Associates LLC

BUY
 -
6.16K
+ 6.1%
$1.43M - $1.72M
107K $6.75M
Feb 05, 2024 Q4 2023
Opinicus Capital, Inc.

Tampa, FL
BUY
 -
6.11K
New
$1.42M - $1.71M
6.11K $385K
Feb 08, 2024 Q4 2023
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
6.08K
+ 33.03%
$1.41M - $1.7M
24.5K $1.54M
Jan 08, 2024 Q4 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
6.07K
+ 14.42%
$1.41M - $1.7M
48.2K $3.03M
Jan 18, 2024 Q4 2023
Saxon Interests, Inc.

BUY
 -
6.05K
New
$1.4M - $1.69M
6.05K $381K
Jan 31, 2024 Q4 2023
Resonant Capital Advisors, LLC

BUY
 -
6K
+ 5.65%
$1.39M - $1.68M
112K $7.07M
Feb 01, 2024 Q4 2023
Pds Planning, Inc

BUY
 -
5.92K
+ 3.73%
$1.37M - $1.66M
165K $10.4M
Feb 12, 2024 Q4 2023
Allie Family Office LLC

BUY
 -
5.9K
New
$1.37M - $1.65M
5.9K $372K
Feb 08, 2024 Q4 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
5.9K
+ 4.5%
$1.37M - $1.65M
137K $8.62M
Feb 13, 2024 Q4 2023
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
5.71K
New
$1.32M - $1.6M
5.71K $359K
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

BUY
 -
5.69K
+ 2.0%
$1.32M - $1.59M
290K $18.2M
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
5.68K
+ 1.36%
$1.32M - $1.59M
423K $26.7M
Jan 04, 2024 Q4 2023
Hwg Holdings LP

Houston, TX
BUY
 -
5.6K
+ 96.12%
$1.3M - $1.57M
11.4K $720K
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
5.56K
+ 198.68%
$1.29M - $1.56M
8.35K $526K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
5.52K
New
$1.28M - $1.55M
5.52K $348K
Feb 06, 2024 Q4 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
5.52K
+ 9.4%
$1.28M - $1.54M
64.2K $4.04M
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

BUY
 -
5.52K
+ 2.96%
$1.28M - $1.54M
192K $12.1M
Jan 16, 2024 Q4 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
5.51K
+ 3.06%
$1.28M - $1.54M
185K $11.7M
Feb 09, 2024 Q4 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
5.49K
+ 6.66%
$1.27M - $1.54M
87.9K $5.54M
Feb 16, 2024 Q4 2023
Taylor Financial Group, Inc.

Roanoke, VA
BUY
 -
5.44K
New
$1.26M - $1.52M
5.44K $342K
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
5.42K
New
$1.26M - $1.52M
5.42K $341K
Feb 08, 2024 Q4 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
5.41K
+ 3.96%
$1.26M - $1.51M
142K $8.95M
Aug 22, 2024 Q4 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
5.41K
+ 3.96%
$1.26M - $1.51M
142K $8.95M
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

BUY
 -
5.29K
+ 18.52%
$1.23M - $1.48M
33.9K $2.13M
Jan 22, 2024 Q4 2023
Private Ocean, LLC

BUY
 -
5.28K
+ 456.44%
$1.23M - $1.48M
6.44K $406K
Jan 25, 2024 Q4 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
5.23K
+ 26.13%
$1.21M - $1.46M
25.2K $1.59M
Feb 09, 2024 Q4 2023
Cbiz Investment Advisory Services, LLC

BUY
 -
5.18K
New
$1.2M - $1.45M
5.18K $327K
Feb 02, 2024 Q4 2023
Nadler Financial Group, Inc.

BUY
 -
5.03K
+ 4.34%
$1.17M - $1.41M
121K $7.62M
Feb 08, 2024 Q4 2023
North Rock Partners, LLC

BUY
 -
5.02K
+ 354.27%
$1.16M - $1.4M
6.44K $405K
Aug 13, 2024 Q4 2023
Correct Capital Wealth Management

Clayton, MO
BUY
 -
4.97K
New
$1.15M - $1.39M
4.97K $313K
Feb 02, 2024 Q4 2023
Tap Consulting, LLC

BUY
 -
4.96K
+ 21.48%
$1.15M - $1.39M
28K $1.77M
Feb 13, 2024 Q4 2023
Portland Global Advisors LLC

BUY
 -
4.95K
+ 3.81%
$1.15M - $1.38M
135K $8.5M
Feb 13, 2024 Q4 2023
Victory Financial Group, LLC

Austin, TX
BUY
 -
4.92K
New
$1.14M - $1.38M
4.92K $310K
Jan 25, 2024 Q4 2023
Cambiar Investors LLC

BUY
 -
4.87K
+ 65.73%
$1.13M - $1.36M
12.3K $773K
Jan 19, 2024 Q4 2023
Capital City Trust CO

BUY
 -
4.85K
+ 400.66%
$1.12M - $1.36M
6.06K $382K
Feb 06, 2024 Q4 2023
Beirne Wealth Consulting Services, LLC

BUY
 -
4.84K
+ 70.46%
$1.12M - $1.35M
11.7K $737K
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
4.81K
+ 1.93%
$1.12M - $1.35M
254K $16M
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
4.75K
+ 27.19%
$1.1M - $1.33M
22.2K $1.4M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
4.66K
+ 164.87%
$1.08M - $1.3M
7.48K $471K
Feb 14, 2024 Q4 2023
Alps Advisors Inc

Denver, CO
BUY
 -
4.65K
+ 3.1%
$1.08M - $1.3M
154K $9.72M
Feb 05, 2024 Q4 2023
Brighton Jones LLC

BUY
 -
4.6K
+ 52.71%
$1.07M - $1.29M
13.3K $840K
Jan 18, 2024 Q4 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
4.58K
New
$1.06M - $1.28M
4.58K $288K
Feb 06, 2024 Q4 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
4.55K
+ 38.01%
$1.06M - $1.27M
16.5K $1.04M
Mar 14, 2024 Q4 2023
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
4.5K
New
$1.04M - $1.26M
4.5K $283K
Jan 17, 2024 Q4 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
4.49K
+ 408.17%
$1.04M - $1.26M
5.6K $352K
Feb 13, 2024 Q4 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
4.49K
+ 27.75%
$1.04M - $1.26M
20.7K $1.3M
Feb 09, 2024 Q4 2023
Sachetta, LLC

Lynnfield, MA
BUY
 -
4.48K
New
$1.04M - $1.25M
4.48K $282K
Jan 29, 2024 Q4 2023
Sapient Capital LLC

Indianapolis, IN
BUY
 -
4.48K
New
$1.04M - $1.25M
4.48K $282K

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