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 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.22K+ 9.81% |
$746K - $900K
|
36K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.2KNew |
$742K - $895K
|
3.2K
$201K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.1K+ 2.0% |
$718K - $866K
|
158K
$9.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.09K+ 10.17% |
$718K - $866K
|
33.5K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.06K+ 12.76% |
$711K - $857K
|
27.1K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.04K+ 13.44% |
$706K - $852K
|
25.7K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.02K+ 38.4% |
$701K - $845K
|
10.9K
$686K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
2.98K+ 26.83% |
$690K - $833K
|
14.1K
$886K
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
2.95KNew |
$685K - $826K
|
2.95K
$186K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
2.94K+ 1.27% |
$683K - $823K
|
234K
$14.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.94KNew |
$682K - $822K
|
2.94K
$185K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.93K+ 6.93% |
$680K - $820K
|
45.2K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2.93KNew |
$679K - $819K
|
2.93K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.9KNew |
$672K - $811K
|
2.9K
$182K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.88KNew |
$668K - $806K
|
2.88K
$181K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.83K+ 2.16% |
$658K - $793K
|
134K
$8.43M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.83K+ 70.66% |
$656K - $791K
|
6.83K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.82KNew |
$655K - $790K
|
2.82K
$178K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.81KNew |
$652K - $787K
|
2.81K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.78K+ 17.52% |
$645K - $778K
|
18.6K
$1.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.76K+ 42.51% |
$639K - $771K
|
9.24K
$582K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.74K+ 5.01% |
$636K - $767K
|
57.5K
$3.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.73KNew |
$634K - $765K
|
2.73K
$172K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
2.73K+ 6.18% |
$634K - $764K
|
46.9K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.7K+ 2.9% |
$627K - $756K
|
95.9K
$6.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.68K+ 5.32% |
$622K - $751K
|
53.1K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2.66K+ 42.62% |
$617K - $745K
|
8.9K
$561K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.63KNew |
$611K - $737K
|
2.63K
$166K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
2.62K+ 15.27% |
$607K - $733K
|
19.8K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.58KNew |
$598K - $722K
|
2.58K
$162K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
2.53K+ 11.64% |
$587K - $708K
|
24.3K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
2.53K+ 10.6% |
$586K - $707K
|
26.4K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.52K+ 28.0% |
$584K - $704K
|
11.5K
$724K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.46KNew |
$572K - $689K
|
2.46K
$155K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.46KNew |
$571K - $689K
|
2.46K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.4K+ 4.04% |
$557K - $671K
|
61.8K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.4KNew |
$556K - $671K
|
2.4K
$151K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.4K+ 42.39% |
$556K - $671K
|
8.06K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.37KNew |
$550K - $664K
|
2.37K
$149K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.37K+ 4.42% |
$550K - $663K
|
56K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
2.36KNew |
$547K - $660K
|
2.36K
$149K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.34KNew |
$543K - $655K
|
2.34K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
BUY
|
- |
2.34K+ 11.77% |
$543K - $655K
|
22.2K
$1.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.34KNew |
$543K - $655K
|
2.34K
$147K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.34KNew |
$543K - $654K
|
2.34K
$147K
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
BUY
|
- |
2.33K+ 21.87% |
$539K - $651K
|
13K
$816K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.33K+ 7.31% |
$539K - $651K
|
34.1K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.32KNew |
$538K - $649K
|
2.32K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.26K+ 6.5% |
$524K - $632K
|
37K
$2.33M
|
|
|
Apr 30, 2024
Q4 2023
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.25KNew |
$522K - $630K
|
2.25K
$142K
|