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
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.47K+ 104.05% |
$1.04M - $1.25M
|
8.76K
$552K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.42K+ 16.61% |
$1.03M - $1.24M
|
31.1K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.41KNew |
$1.02M - $1.23M
|
4.41K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.35K+ 5.53% |
$1.01M - $1.22M
|
83.1K
$5.24M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.34K+ 18.32% |
$1.01M - $1.21M
|
28K
$1.76M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.28KNew |
$993K - $1.2M
|
4.28K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.18K+ 76.86% |
$970K - $1.17M
|
9.62K
$606K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.15K+ 5.73% |
$964K - $1.16M
|
76.6K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.11K+ 29.79% |
$954K - $1.15M
|
17.9K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
3.92K+ 20.88% |
$910K - $1.1M
|
22.7K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
3.92KNew |
$910K - $1.1M
|
3.92K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.91K+ 21.37% |
$908K - $1.09M
|
22.2K
$1.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.91KNew |
$907K - $1.09M
|
3.91K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.9K+ 0.7% |
$906K - $1.09M
|
559K
$35.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
3.9K+ 195.0% |
$905K - $1.09M
|
5.9K
$372K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
3.87K+ 3.91% |
$898K - $1.08M
|
103K
$6.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.86K+ 51.58% |
$895K - $1.08M
|
11.3K
$714K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.84K+ 3.93% |
$892K - $1.08M
|
102K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.81K+ 4.06% |
$884K - $1.07M
|
97.7K
$6.15M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.81K+ 12.69% |
$884K - $1.07M
|
33.8K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.8K+ 21.27% |
$881K - $1.06M
|
21.6K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.79K+ 17.41% |
$879K - $1.06M
|
25.6K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
3.76K+ 44.12% |
$872K - $1.05M
|
12.3K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.7K+ 20.44% |
$858K - $1.03M
|
21.8K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.7K+ 25.55% |
$857K - $1.03M
|
18.2K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
3.64KNew |
$845K - $1.02M
|
3.64K
$229K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.63K+ 23.74% |
$841K - $1.01M
|
18.9K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.62K+ 11.62% |
$840K - $1.01M
|
34.8K
$2.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.61K+ 5.45% |
$838K - $1.01M
|
70K
$4.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.61K+ 57.5% |
$837K - $1.01M
|
9.88K
$622K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.6KNew |
$836K - $1.01M
|
3.6K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.59KNew |
$833K - $1.01M
|
3.59K
$226K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.58K+ 63.39% |
$831K - $1M
|
9.23K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.52KNew |
$816K - $985K
|
3.52K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
3.48K+ 4.16% |
$807K - $973K
|
86.9K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.47K+ 3.16% |
$805K - $971K
|
113K
$7.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 59.6% |
$804K - $970K
|
9.28K
$585K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 14.26% |
$804K - $970K
|
27.8K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.47K+ 7.34% |
$804K - $970K
|
50.7K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.47KNew |
$804K - $970K
|
3.47K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.46KNew |
$803K - $968K
|
3.46K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
3.43KNew |
$797K - $961K
|
3.43K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.43K+ 34.42% |
$796K - $960K
|
13.4K
$844K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
3.4K+ 5.38% |
$790K - $953K
|
66.7K
$4.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.38K+ 10.5% |
$785K - $947K
|
35.6K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.35K+ 24.8% |
$777K - $937K
|
16.9K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.32K+ 2.81% |
$771K - $930K
|
122K
$7.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.28KNew |
$760K - $917K
|
3.28K
$206K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.27K+ 27.55% |
$760K - $916K
|
15.2K
$955K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.26KNew |
$756K - $911K
|
3.26K
$205K
|