Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
139K+ 398.98% |
$7.9M - $39.5M
|
173K
$11.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
138K+ 402.8% |
$7.89M - $39.5M
|
173K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
138K+ 409.08% |
$7.84M - $39.2M
|
171K
$11.2M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
137K+ 342.29% |
$7.83M - $39.2M
|
178K
$11.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
136K+ 377.46% |
$7.77M - $38.8M
|
172K
$11.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
134K+ 357.79% |
$7.61M - $38.1M
|
171K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
133K+ 408.55% |
$7.6M - $38M
|
166K
$10.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
133K+ 461.28% |
$7.59M - $38M
|
162K
$10.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
132K+ 609.57% |
$7.52M - $37.6M
|
154K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
131K+ 418.66% |
$7.45M - $37.3M
|
162K
$10.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
131K+ 374.2% |
$7.45M - $37.3M
|
166K
$10.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
131K+ 407.34% |
$7.44M - $37.2M
|
163K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
131K+ 392.43% |
$7.44M - $37.2M
|
164K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
130K+ 443.79% |
$7.42M - $37.1M
|
160K
$10.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
129K+ 435.33% |
$7.36M - $36.8M
|
159K
$10.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
129K+ 400.08% |
$7.35M - $36.7M
|
161K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
129K+ 504.34% |
$7.34M - $36.7M
|
154K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
129K+ 475.15% |
$7.32M - $36.6M
|
156K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
128KNew |
$7.31M - $36.6M
|
128K
$8.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
128K+ 386.45% |
$7.31M - $36.6M
|
161K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
128K+ 400.0% |
$7.27M - $36.4M
|
159K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
127K+ 404.75% |
$7.26M - $36.3M
|
159K
$10.4M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
127K+ 404.75% |
$7.26M - $36.3M
|
159K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
127K+ 401.74% |
$7.21M - $36.1M
|
158K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
126K+ 355.85% |
$7.2M - $36M
|
162K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
126K+ 380.99% |
$7.19M - $36M
|
159K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
126K+ 9903.54% |
$7.17M - $35.8M
|
127K
$8.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
126K+ 422.34% |
$7.16M - $35.8M
|
155K
$10.2M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
126K+ 411.26% |
$7.15M - $35.8M
|
156K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
125K+ 396.44% |
$7.15M - $35.7M
|
157K
$10.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
125K+ 412.26% |
$7.15M - $35.7M
|
156K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
125K+ 373.01% |
$7.14M - $35.7M
|
159K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
125K+ 226.83% |
$7.1M - $35.5M
|
179K
$11.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
124K+ 424.78% |
$7.08M - $35.4M
|
153K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
124K+ 440.81% |
$7.07M - $35.4M
|
152K
$9.96M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
124K+ 402.1% |
$7.07M - $35.4M
|
155K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
124KNew |
$7.06M - $35.3M
|
124K
$8.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
124K+ 605.69% |
$7.05M - $35.3M
|
144K
$9.43M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
122K+ 413.08% |
$6.97M - $34.8M
|
152K
$9.93M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
122K+ 453.54% |
$6.96M - $34.8M
|
149K
$9.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
121K+ 426.15% |
$6.87M - $34.4M
|
149K
$9.73M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
120KNew |
$6.86M - $34.3M
|
120K
$7.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
120K+ 239.41% |
$6.86M - $34.3M
|
171K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
120K+ 386.99% |
$6.85M - $34.3M
|
151K
$9.89M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
120K+ 415.02% |
$6.84M - $34.2M
|
149K
$9.74M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
120K+ 474.08% |
$6.83M - $34.1M
|
145K
$9.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
120K+ 409.66% |
$6.83M - $34.1M
|
149K
$9.75M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
120K+ 341.98% |
$6.83M - $34.1M
|
155K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
118K+ 427.69% |
$6.7M - $33.5M
|
145K
$9.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
118K+ 6306.06% |
$6.7M - $33.5M
|
119K
$7.81M
|