Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.38K- 62.62% |
$553K - $667K
|
1.42K
$91.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.41K- 10.53% |
$560K - $675K
|
20.5K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.43K- 34.42% |
$565K - $681K
|
4.64K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.45K- 13.07% |
$569K - $687K
|
16.3K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-2.52K- 53.63% |
$584K - $704K
|
2.18K
$140K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.52K- 59.24% |
$585K - $706K
|
1.74K
$112K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.65K- 77.53% |
$614K - $740K
|
767
$49.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.67K- 3.96% |
$619K - $747K
|
64.7K
$4.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.69K- 4.86% |
$625K - $754K
|
52.7K
$3.39M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 1.41% |
$634K - $765K
|
191K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.76K- 11.16% |
$640K - $771K
|
21.9K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-2.85K- 4.43% |
$662K - $799K
|
61.6K
$3.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-2.89K- 4.19% |
$672K - $810K
|
66.1K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.92K- 1.77% |
$678K - $818K
|
162K
$10.4M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.94K- 14.21% |
$682K - $822K
|
17.7K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.95K- 3.31% |
$685K - $826K
|
86.2K
$5.54M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-2.99K- 8.2% |
$694K - $838K
|
33.5K
$2.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3K- 23.39% |
$696K - $839K
|
9.82K
$632K
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-3.13K- 2.45% |
$727K - $877K
|
125K
$8.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.15K- 0.26% |
$731K - $882K
|
1.2M
$77.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.15K- 14.66% |
$731K - $882K
|
18.3K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-3.15K- 0.37% |
$731K - $882K
|
860K
$55.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-3.16K- 4.02% |
$733K - $884K
|
75.3K
$4.85M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.17K- 80.0% |
$736K - $888K
|
793
$51K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.19K- 1.78% |
$740K - $893K
|
176K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.2K- 0.67% |
$743K - $896K
|
472K
$30.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.2K- 2.23% |
$743K - $896K
|
141K
$9.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.23K- 54.22% |
$749K - $903K
|
2.73K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.23K- 10.67% |
$749K - $904K
|
27K
$1.74M
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.32K- 7.84% |
$770K - $928K
|
39K
$2.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.34K- 56.04% |
$774K - $934K
|
2.62K
$168K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.35K- 56.4% |
$776K - $936K
|
2.59K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.35K- 12.8% |
$777K - $937K
|
22.8K
$1.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.39K- 14.13% |
$786K - $948K
|
20.6K
$1.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.4K- 7.83% |
$790K - $953K
|
40.1K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.44K- 16.56% |
$798K - $963K
|
17.3K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.5K- 25.29% |
$812K - $979K
|
10.3K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.51K- 1.05% |
$815K - $983K
|
330K
$21.2M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.54K- 7.31% |
$821K - $990K
|
44.9K
$2.89M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-3.62K- 80.0% |
$840K - $1.01M
|
905
$58.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.65K- 28.72% |
$846K - $1.02M
|
9.05K
$582K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-3.71K- 75.23% |
$860K - $1.04M
|
1.22K
$78.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3.71K- 31.07% |
$861K - $1.04M
|
8.24K
$530K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.75K- 2.99% |
$869K - $1.05M
|
122K
$7.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.99K- 4.88% |
$925K - $1.12M
|
77.7K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.12K- 12.3% |
$955K - $1.15M
|
29.3K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-4.13K- 7.76% |
$957K - $1.15M
|
49.1K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.13K- 75.99% |
$957K - $1.15M
|
1.3K
$83.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.21K- 80.11% |
$978K - $1.18M
|
1.05K
$67.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.25K- 71.45% |
$986K - $1.19M
|
1.7K
$109K
|