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 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
117K+ 393.16% |
$6.67M - $33.3M
|
147K
$9.6M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
116K+ 482.65% |
$6.62M - $33.1M
|
140K
$9.17M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
116K+ 403.05% |
$6.6M - $33M
|
145K
$9.46M
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
116K+ 663.92% |
$6.59M - $33M
|
133K
$8.71M
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
115K+ 402.96% |
$6.55M - $32.8M
|
144K
$9.39M
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
115K+ 392.42% |
$6.54M - $32.7M
|
144K
$9.42M
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
114K+ 417.02% |
$6.52M - $32.6M
|
142K
$9.27M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
114K+ 418.7% |
$6.49M - $32.5M
|
141K
$9.23M
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
113K+ 146.23% |
$6.45M - $32.3M
|
191K
$12.5M
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
113K+ 362.64% |
$6.45M - $32.3M
|
144K
$9.45M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
113K+ 404.25% |
$6.45M - $32.3M
|
141K
$9.23M
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
113K+ 428.9% |
$6.44M - $32.2M
|
139K
$9.11M
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
113K+ 397.01% |
$6.42M - $32.1M
|
141K
$9.22M
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
113K+ 445.7% |
$6.41M - $32.1M
|
138K
$9.01M
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
112K+ 412.21% |
$6.4M - $32M
|
140K
$9.12M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
112K+ 438.15% |
$6.4M - $32M
|
138K
$9.02M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
112KNew |
$6.38M - $31.9M
|
112K
$7.32M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
112K+ 408.93% |
$6.37M - $31.9M
|
139K
$9.1M
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
111K+ 355.05% |
$6.33M - $31.7M
|
142K
$9.32M
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
111K+ 400.97% |
$6.33M - $31.6M
|
139K
$9.07M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
111K+ 368.47% |
$6.32M - $31.6M
|
141K
$9.22M
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
111KNew |
$6.31M - $31.5M
|
111K
$7.24M
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
111K+ 301.47% |
$6.3M - $31.5M
|
147K
$9.64M
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
111K+ 420.49% |
$6.3M - $31.5M
|
137K
$8.95M
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
BUY
|
- |
110K+ 454.87% |
$6.3M - $31.5M
|
135K
$8.81M
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
110K+ 415.43% |
$6.29M - $31.5M
|
137K
$8.96M
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
109K+ 407.23% |
$6.24M - $31.2M
|
136K
$8.92M
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
109K+ 452.37% |
$6.23M - $31.2M
|
133K
$8.73M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
109K+ 451.22% |
$6.23M - $31.1M
|
134K
$8.73M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
109K+ 417.8% |
$6.21M - $31.1M
|
135K
$8.84M
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
109K+ 490.71% |
$6.21M - $31.1M
|
131K
$8.58M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
109K+ 375.21% |
$6.2M - $31M
|
138K
$9.01M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
109K+ 387.99% |
$6.2M - $31M
|
137K
$8.94M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
108K+ 262.72% |
$6.15M - $30.7M
|
149K
$9.74M
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
108K+ 428.21% |
$6.13M - $30.7M
|
133K
$8.68M
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
107K+ 379.48% |
$6.07M - $30.4M
|
135K
$8.8M
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
106K+ 398.17% |
$6.06M - $30.3M
|
133K
$8.7M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
105K+ 473.85% |
$6M - $30M
|
127K
$8.34M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
105K+ 376.33% |
$6M - $30M
|
133K
$8.71M
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
105K+ 521.74% |
$6M - $30M
|
125K
$8.2M
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
105K+ 399.24% |
$5.98M - $29.9M
|
131K
$8.58M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
105K+ 380.2% |
$5.98M - $29.9M
|
133K
$8.67M
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
105K+ 431.79% |
$5.97M - $29.9M
|
129K
$8.44M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
105K+ 440.37% |
$5.97M - $29.9M
|
129K
$8.41M
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
105K+ 383.67% |
$5.96M - $29.8M
|
132K
$8.62M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
104K+ 424.51% |
$5.95M - $29.8M
|
129K
$8.44M
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
104K+ 392.92% |
$5.9M - $29.5M
|
130K
$8.5M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
104K+ 404.4% |
$5.9M - $29.5M
|
129K
$8.45M
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
103K+ 164.61% |
$5.87M - $29.4M
|
166K
$10.8M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
103K+ 452.47% |
$5.85M - $29.3M
|
125K
$8.21M
|