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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.7K+ 9.05% |
$395K - $477K
|
20.5K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
1.7K+ 2.16% |
$394K - $475K
|
80.4K
$5.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
1.7K+ 7.97% |
$393K - $474K
|
23K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.69KNew |
$392K - $473K
|
1.69K
$109K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.68K+ 23.73% |
$389K - $469K
|
8.74K
$565K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.67KNew |
$387K - $466K
|
1.67K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.64K+ 71.53% |
$380K - $458K
|
3.92K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.63K+ 16.31% |
$379K - $457K
|
11.6K
$753K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.63KNew |
$379K - $457K
|
1.63K
$106K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.62K+ 0.53% |
$376K - $453K
|
305K
$19.7M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
1.62K+ 12.96% |
$376K - $453K
|
14.1K
$912K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.62K+ 2.62% |
$376K - $453K
|
63.4K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.61K+ 1.07% |
$373K - $450K
|
152K
$9.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.6K+ 14.02% |
$372K - $448K
|
13K
$842K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.59K+ 0.85% |
$370K - $446K
|
189K
$12.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.57K+ 15.64% |
$365K - $440K
|
11.6K
$751K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.57K+ 2.99% |
$365K - $440K
|
54.2K
$3.5M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.56KNew |
$363K - $438K
|
1.56K
$101K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.54KNew |
$358K - $432K
|
1.54K
$99.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.53KNew |
$355K - $428K
|
1.53K
$98.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.96% |
$352K - $424K
|
52.6K
$3.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.51K+ 69.07% |
$351K - $424K
|
3.71K
$240K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.49K+ 0.68% |
$346K - $417K
|
220K
$14.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.49KNew |
$345K - $416K
|
1.49K
$96.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.48K+ 3.41% |
$344K - $415K
|
44.9K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.48K+ 47.42% |
$343K - $414K
|
4.6K
$297K
|
|
|
Jan 25, 2024
Q4 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.48K+ 2.24% |
$343K - $414K
|
67.6K
$4.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.46KNew |
$339K - $408K
|
1.46K
$94.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.43KNew |
$332K - $400K
|
1.43K
$92.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.43K+ 1.5% |
$332K - $400K
|
96.8K
$6.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.43K+ 5.34% |
$331K - $399K
|
28.2K
$1.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.41K+ 10.34% |
$328K - $395K
|
15.1K
$975K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1.41KNew |
$328K - $395K
|
1.41K
$91.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.41K+ 0.35% |
$327K - $394K
|
404K
$26.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.39K+ 13.39% |
$323K - $389K
|
11.8K
$761K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.39K+ 1.83% |
$322K - $389K
|
77.1K
$4.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
1.39K+ 24.65% |
$321K - $388K
|
7K
$453K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.39KNew |
$321K - $388K
|
1.39K
$89.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$319K - $385K
|
1.38K
$89K
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$319K - $385K
|
1.38K
$89K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.37K+ 0.35% |
$317K - $383K
|
393K
$25.4M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.36K+ 100.67% |
$316K - $381K
|
2.71K
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.36K+ 3.38% |
$315K - $380K
|
41.5K
$2.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.35K+ 3.01% |
$314K - $379K
|
46.4K
$3M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.35KNew |
$314K - $378K
|
1.35K
$87.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.35KNew |
$313K - $378K
|
1.35K
$87.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.34K+ 4.96% |
$311K - $375K
|
28.3K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.34K+ 0.97% |
$310K - $374K
|
139K
$8.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 3.74% |
$308K - $372K
|
36.9K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.33KNew |
$307K - $371K
|
1.33K
$85.7K
|