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 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
5.03K+ 400.0% |
$287K - $1.43M
|
6.29K
$410K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.99K+ 443.91% |
$285K - $1.42M
|
6.12K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.96K+ 385.1% |
$283K - $1.41M
|
6.25K
$408K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.96KNew |
$283K - $1.41M
|
4.96K
$324K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
4.95K+ 432.78% |
$282K - $1.41M
|
6.1K
$398K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
4.94K+ 400.0% |
$281K - $1.41M
|
6.18K
$403K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
4.93K+ 409.14% |
$281K - $1.4M
|
6.13K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
4.92K+ 400.0% |
$281K - $1.4M
|
6.16K
$402K
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
4.92KNew |
$281K - $1.4M
|
4.92K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
4.92K+ 400.16% |
$280K - $1.4M
|
6.15K
$401K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 400.0% |
$279K - $1.4M
|
6.13K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.9K+ 515.37% |
$279K - $1.4M
|
5.85K
$381K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.89KNew |
$278K - $1.39M
|
4.89K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.88K+ 400.0% |
$278K - $1.39M
|
6.1K
$398K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.87K+ 395.93% |
$277K - $1.39M
|
6.1K
$398K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4.86K+ 400.0% |
$277K - $1.39M
|
6.08K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
4.86K+ 400.0% |
$277K - $1.38M
|
6.07K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.85K+ 400.0% |
$276K - $1.38M
|
6.06K
$395K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4.82K+ 482.2% |
$275K - $1.37M
|
5.82K
$380K
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.82K+ 400.17% |
$275K - $1.37M
|
6.03K
$393K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
4.82K+ 357.38% |
$275K - $1.37M
|
6.17K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
4.81K+ 400.0% |
$274K - $1.37M
|
6.02K
$392K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.8K+ 346.29% |
$274K - $1.37M
|
6.19K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.8K+ 400.0% |
$274K - $1.37M
|
6K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.8K+ 244.25% |
$273K - $1.37M
|
6.76K
$441K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.8K+ 314.43% |
$273K - $1.37M
|
6.32K
$412K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.79K+ 400.0% |
$273K - $1.37M
|
5.99K
$391K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.78K+ 400.0% |
$272K - $1.36M
|
5.97K
$390K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
4.77K+ 401.35% |
$272K - $1.36M
|
5.96K
$389K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.76K+ 400.0% |
$271K - $1.36M
|
5.95K
$388K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.75K+ 390.22% |
$271K - $1.35M
|
5.97K
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
4.75K+ 475.08% |
$270K - $1.35M
|
5.75K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
4.72K+ 400.0% |
$269K - $1.35M
|
5.9K
$385K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
4.71K+ 400.0% |
$268K - $1.34M
|
5.89K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.7K+ 252.12% |
$268K - $1.34M
|
6.56K
$428K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.69K+ 407.82% |
$267K - $1.34M
|
5.85K
$381K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.65KNew |
$265K - $1.33M
|
4.65K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.65K+ 29056.25% |
$265K - $1.32M
|
4.67K
$304K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.64K+ 402.43% |
$265K - $1.32M
|
5.8K
$378K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.63K+ 389.08% |
$264K - $1.32M
|
5.82K
$380K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
BUY
|
- |
4.62K+ 37.64% |
$263K - $1.32M
|
16.9K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.61K+ 400.0% |
$263K - $1.31M
|
5.76K
$376K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.6K+ 371.73% |
$262K - $1.31M
|
5.84K
$381K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
4.6K+ 400.0% |
$262K - $1.31M
|
5.75K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.58K+ 399.3% |
$261K - $1.31M
|
5.73K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
4.58K+ 252.68% |
$261K - $1.31M
|
6.39K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4.58K+ 400.0% |
$261K - $1.31M
|
5.73K
$374K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.57K+ 399.83% |
$260K - $1.3M
|
5.71K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
4.56KNew |
$260K - $1.3M
|
4.56K
$298K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.54K+ 396.5% |
$258K - $1.29M
|
5.68K
$371K
|