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 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.2K+ 707.07% |
$867K - $4.33M
|
17.4K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
15.1K+ 400.13% |
$860K - $4.3M
|
18.9K
$1.22M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
15.1K+ 389.93% |
$858K - $4.29M
|
18.9K
$1.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
15.1K+ 402.54% |
$858K - $4.29M
|
18.8K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
15K+ 300.04% |
$857K - $4.29M
|
20.1K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15K+ 516.05% |
$854K - $4.27M
|
17.9K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
15KNew |
$852K - $4.26M
|
15K
$969K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
14.9K+ 4270.0% |
$852K - $4.26M
|
15.3K
$991K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.8KNew |
$844K - $4.22M
|
14.8K
$959K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
14.8KNew |
$842K - $4.21M
|
14.8K
$957K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
14.7K+ 400.0% |
$836K - $4.18M
|
18.3K
$1.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
14.6K+ 452.58% |
$834K - $4.17M
|
17.9K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
14.6K+ 413.85% |
$829K - $4.15M
|
18.1K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
14.5K+ 401.05% |
$829K - $4.15M
|
18.2K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
14.4K+ 390.96% |
$823K - $4.12M
|
18.1K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.4K+ 409.16% |
$822K - $4.11M
|
18K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
14.4K+ 399.44% |
$820K - $4.1M
|
18K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
14.4K+ 381.18% |
$818K - $4.09M
|
18.1K
$1.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
14.2K+ 466.96% |
$811K - $4.06M
|
17.3K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
14.2K+ 301.53% |
$810K - $4.05M
|
18.9K
$1.23M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
14.2K+ 371.52% |
$807K - $4.03M
|
18K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
14.1K+ 362.1% |
$806K - $4.03M
|
18K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
14.1K+ 416.65% |
$806K - $4.03M
|
17.5K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
14.1K+ 400.0% |
$801K - $4.01M
|
17.6K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
14K+ 400.86% |
$798K - $3.99M
|
17.5K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
14K+ 400.0% |
$797K - $3.99M
|
17.5K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
14K+ 399.86% |
$796K - $3.98M
|
17.5K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14K+ 441.07% |
$795K - $3.98M
|
17.1K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14KNew |
$795K - $3.98M
|
14K
$904K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
13.9K+ 398.51% |
$794K - $3.97M
|
17.4K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
13.9K+ 395.74% |
$793K - $3.97M
|
17.4K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
13.9K+ 564.38% |
$792K - $3.96M
|
16.4K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.9KNew |
$789K - $3.95M
|
13.9K
$898K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
13.8K+ 376.11% |
$789K - $3.94M
|
17.5K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
13.8K+ 399.22% |
$785K - $3.93M
|
17.2K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.7K+ 447.88% |
$781K - $3.91M
|
16.8K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
13.6K+ 393.04% |
$775K - $3.88M
|
17.1K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
13.6K+ 397.98% |
$774K - $3.87M
|
17K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13.6K+ 429.1% |
$773K - $3.87M
|
16.7K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
13.6K+ 409.05% |
$772K - $3.86M
|
16.9K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13.5K+ 387.85% |
$771K - $3.86M
|
17K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
13.5K+ 383.27% |
$770K - $3.85M
|
17K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
13.5K+ 372.66% |
$768K - $3.84M
|
17.1K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.4K+ 464.05% |
$765K - $3.83M
|
16.3K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
13.4K+ 477.92% |
$762K - $3.81M
|
16.2K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
13.4K+ 326.94% |
$762K - $3.81M
|
17.5K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.4KNew |
$761K - $3.81M
|
13.4K
$866K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13.3K+ 315.04% |
$757K - $3.78M
|
17.5K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
13.2KNew |
$753K - $3.76M
|
13.2K
$856K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
13.2K+ 373.89% |
$751K - $3.76M
|
16.7K
$1.08M
|