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
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
102K+ 391.28% |
$5.84M - $29.2M
|
129K
$8.33M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
102K+ 398.17% |
$5.83M - $29.2M
|
128K
$8.29M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
102K+ 391.21% |
$5.83M - $29.1M
|
128K
$8.32M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
102K+ 419.06% |
$5.83M - $29.1M
|
127K
$8.21M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
102K+ 378.17% |
$5.82M - $29.1M
|
129K
$8.37M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
101K+ 404.94% |
$5.78M - $28.9M
|
126K
$8.19M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
101K+ 399.99% |
$5.76M - $28.8M
|
126K
$8.19M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
101K+ 417.61% |
$5.75M - $28.8M
|
125K
$8.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
100K+ 422.42% |
$5.7M - $28.5M
|
124K
$8.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
99.9K+ 88407.08% |
$5.69M - $28.5M
|
100K
$6.48M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
99.8K+ 390.76% |
$5.69M - $28.4M
|
125K
$8.12M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
99.7K+ 402.8% |
$5.68M - $28.4M
|
124K
$8.06M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99.5K+ 1160.0% |
$5.67M - $28.4M
|
108K
$7.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
99.5K+ 400.0% |
$5.67M - $28.3M
|
124K
$8.06M
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
99.4K+ 436.43% |
$5.67M - $28.3M
|
122K
$7.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
99.3K+ 409.23% |
$5.66M - $28.3M
|
124K
$8.01M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
99.3K+ 440.61% |
$5.66M - $28.3M
|
122K
$7.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Client First Capital LLC
|
BUY
|
- |
99.1K+ 764.53% |
$5.64M - $28.2M
|
112K
$7.26M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
98.8K+ 400.0% |
$5.63M - $28.2M
|
123K
$8M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
98.6K+ 419.13% |
$5.62M - $28.1M
|
122K
$7.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
98.2K+ 398.2% |
$5.6M - $28M
|
123K
$7.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
96.9K+ 2364.32% |
$5.52M - $27.6M
|
101K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
96K+ 380.39% |
$5.47M - $27.4M
|
121K
$7.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
95.5K+ 465.48% |
$5.44M - $27.2M
|
116K
$7.51M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
94.4K+ 418.63% |
$5.38M - $26.9M
|
117K
$7.57M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
94.2K+ 397.59% |
$5.37M - $26.8M
|
118K
$7.64M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
94.1K+ 396.3% |
$5.36M - $26.8M
|
118K
$7.63M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
94K+ 392.47% |
$5.36M - $26.8M
|
118K
$7.64M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
93.9K+ 414.78% |
$5.35M - $26.8M
|
117K
$7.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
93.4K+ 748.81% |
$5.32M - $26.6M
|
106K
$6.86M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
92.9K+ 359.13% |
$5.29M - $26.5M
|
119K
$7.69M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
92.3K+ 138.53% |
$5.26M - $26.3M
|
159K
$10.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
92.2K+ 395.92% |
$5.26M - $26.3M
|
116K
$7.49M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
92.1K+ 400.46% |
$5.25M - $26.2M
|
115K
$7.46M
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
91.3K+ 397.48% |
$5.2M - $26M
|
114K
$7.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
91K+ 408.07% |
$5.18M - $25.9M
|
113K
$7.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
90.9K+ 457.95% |
$5.18M - $25.9M
|
111K
$7.18M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
90.7K+ 366.44% |
$5.17M - $25.8M
|
115K
$7.48M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
90.2K+ 456.62% |
$5.14M - $25.7M
|
110K
$7.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
89.8K+ 247.49% |
$5.12M - $25.6M
|
126K
$8.17M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
88.9K+ 405.42% |
$5.07M - $25.3M
|
111K
$7.18M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
88.7K+ 466.43% |
$5.05M - $25.3M
|
108K
$6.98M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
88.5K+ 408.23% |
$5.05M - $25.2M
|
110K
$7.14M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
88.3K+ 392.64% |
$5.03M - $25.2M
|
111K
$7.18M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
87.7K+ 365.87% |
$5M - $25M
|
112K
$7.24M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
87.6K+ 1100.99% |
$4.99M - $25M
|
95.6K
$6.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
87.2K+ 390.81% |
$4.97M - $24.8M
|
109K
$7.09M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
87.2K+ 390.13% |
$4.97M - $24.8M
|
109K
$7.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
86.7K+ 384.52% |
$4.94M - $24.7M
|
109K
$7.08M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
86.5K+ 398.15% |
$4.93M - $24.7M
|
108K
$7.01M
|