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 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
176+ 400.0% |
$10K - $50.2K
|
220
$12.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
165+ 383.72% |
$9.4K - $47K
|
208
$11.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
150New |
$8.55K - $42.7K
|
150
$8.23K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
144+ 400.0% |
$8.21K - $41K
|
180
$9.87K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
140+ 311.11% |
$7.98K - $39.9K
|
185
$10.1K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
117New |
$6.67K - $33.3K
|
117
$6.42K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
91+ 650.0% |
$5.19K - $25.9K
|
105
$5.76K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
88New |
$5.01K - $25.1K
|
88
$4.83K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
86+ 245.71% |
$4.9K - $24.5K
|
121
$6.64K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
58+ 386.67% |
$3.3K - $16.5K
|
73
$4K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
56+ 400.0% |
$3.19K - $16K
|
70
$3.84K
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
47+ 162.07% |
$2.68K - $13.4K
|
76
$4.17K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
46+ 418.18% |
$2.62K - $13.1K
|
57
$3.13K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
33+ 6.92% |
$1.88K - $9.4K
|
510
$28K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
23+ 13.37% |
$1.31K - $6.55K
|
195
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
18+ 33.33% |
$1.03K - $5.13K
|
72
$3.95K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15New |
$855 - $4.27K
|
15
$823
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11New |
$627 - $3.13K
|
11
$603
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
8+ 400.0% |
$456 - $2.28K
|
10
$549
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
5New |
$285 - $1.42K
|
5
$274
|
|
|
May 01, 2024
Q1 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.02% |
$57 - $285
|
4.48K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 1.32% |
$57 - $285
|
75
$4.11K
|
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-25- 18.94% |
$1.42K - $7.12K
|
107
$5.87K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-60- 0.27% |
$3.42K - $17.1K
|
22.1K
$1.21M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-117- 0.53% |
$6.67K - $33.3K
|
21.9K
$1.2M
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-152- 0.28% |
$8.66K - $43.3K
|
54.1K
$2.97M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-175- 57.38% |
$9.97K - $49.9K
|
130
$7.13K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-231- 48.73% |
$13.2K - $65.8K
|
243
$13.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-329- 3.92% |
$18.7K - $93.8K
|
8.07K
$443K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-423- 10.42% |
$24.1K - $121K
|
3.64K
$199K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-430- 66.67% |
$24.5K - $123K
|
215
$11.8K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-576Closed |
$32.8K - $164K
|
0
$0
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-588- 3.89% |
$33.5K - $168K
|
14.5K
$797K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-739- 6.53% |
$42.1K - $211K
|
10.6K
$580K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-751- 66.52% |
$42.8K - $214K
|
378
$20.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-848- 7.22% |
$48.3K - $242K
|
10.9K
$597K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-984- 1.5% |
$56.1K - $280K
|
64.7K
$3.55M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.15K- 17.82% |
$65.4K - $327K
|
5.29K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.39K- 24.39% |
$79K - $395K
|
4.3K
$236K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.9K- 43.12% |
$108K - $542K
|
2.51K
$138K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.19K- 96.04% |
$125K - $623K
|
90
$4.94K
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.25KClosed |
$128K - $641K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.41K- 31.46% |
$138K - $688K
|
5.26K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.57K- 8.53% |
$203K - $1.02M
|
38.2K
$2.1M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.08K- 12.69% |
$232K - $1.16M
|
28.1K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-4.25K- 45.99% |
$242K - $1.21M
|
4.99K
$274K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.92K- 32.68% |
$280K - $1.4M
|
10.1K
$556K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.98K- 37.82% |
$284K - $1.42M
|
8.19K
$449K
|