Purchases and Sales Made in Q4 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 22, 2024 Q4 2023
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
603
+ 1.21%
$140K - $169K
50.3K $3.17M
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
585
New
$136K - $164K
585 $36.8K
Feb 07, 2024 Q4 2023
Sanctuary Wealth Management, L.L.C.

BUY
 -
578
New
$134K - $162K
578 $36.4K
Jan 26, 2024 Q4 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
572
+ 0.92%
$133K - $160K
62.8K $3.95M
Feb 06, 2024 Q4 2023
South State Corp

BUY
 -
572
+ 32.41%
$133K - $160K
2.34K $147K
Jan 11, 2024 Q4 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
568
+ 8.13%
$132K - $159K
7.55K $476K
Jan 19, 2024 Q4 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
563
+ 42.36%
$131K - $158K
1.89K $119K
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
563
+ 45.04%
$131K - $158K
1.81K $114K
Jan 12, 2024 Q4 2023
Sterling Investment Counsel, LLC

BUY
 -
562
+ 1.87%
$130K - $157K
30.6K $1.93M
Jan 19, 2024 Q4 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
551
+ 4.48%
$128K - $154K
12.9K $810K
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

BUY
 -
535
+ 0.9%
$124K - $150K
60.3K $3.8M
Jan 23, 2024 Q4 2023
Planning Alternatives LTD

BUY
 -
534
+ 0.23%
$124K - $149K
233K $14.7M
Jan 30, 2024 Q4 2023
Investment Advisory Group, LLC

BUY
 -
531
+ 14.62%
$123K - $149K
4.16K $262K
Jan 12, 2024 Q4 2023
Retirement Planning Group

BUY
 -
521
+ 16.55%
$121K - $146K
3.67K $231K
Feb 09, 2024 Q4 2023
Gyl Financial Synergies, LLC

BUY
 -
520
+ 2.49%
$121K - $146K
21.4K $1.35M
Feb 14, 2024 Q4 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
518
+ 5.57%
$120K - $145K
9.81K $618K
Feb 13, 2024 Q4 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
511
+ 0.14%
$119K - $143K
356K $22.4M
Feb 14, 2024 Q4 2023
Chandler Asset Management, Inc.

BUY
 -
511
+ 0.17%
$119K - $143K
308K $19.4M
Feb 08, 2024 Q4 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
503
+ 15.5%
$117K - $141K
3.75K $236K
Jan 30, 2024 Q4 2023
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
500
New
$116K - $140K
500 $31.5K
Jan 24, 2024 Q4 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
495
+ 2.8%
$115K - $139K
18.2K $1.14M
Feb 05, 2024 Q4 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
490
+ 0.59%
$114K - $137K
84K $5.29M
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
490
+ 22.63%
$114K - $137K
2.66K $167K
Feb 07, 2024 Q4 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
488
+ 2.89%
$113K - $137K
17.4K $1.1M
Mar 05, 2024 Q4 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
488
+ 35.49%
$113K - $137K
1.86K $117K
Feb 05, 2024 Q4 2023
Plante Moran Financial Advisors, LLC

BUY
 -
485
+ 27.43%
$113K - $136K
2.25K $142K
Jan 19, 2024 Q4 2023
E Rn Financial, LLC

BUY
 -
484
+ 5.84%
$112K - $135K
8.78K $553K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
484
New
$112K - $135K
484 $30.5K
Feb 05, 2024 Q4 2023
Mission Wealth Management, LP

BUY
 -
482
+ 7.87%
$112K - $135K
6.6K $416K
Jan 11, 2024 Q4 2023
Radnor Capital Management, LLC

BUY
 -
479
+ 32.59%
$111K - $134K
1.95K $123K
Feb 13, 2024 Q4 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
476
New
$110K - $133K
476 $30K
Jan 23, 2024 Q4 2023
Wood Trust Financial Corp

BUY
 -
475
+ 14.96%
$110K - $133K
3.65K $230K
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
473
New
$110K - $132K
473 $29.8K
Jan 09, 2024 Q4 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
472
+ 10.93%
$110K - $132K
4.79K $302K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
471
New
$109K - $132K
471 $29.7K
Jan 17, 2024 Q4 2023
Atticus Wealth Management, LLC

BUY
 -
467
+ 2.01%
$108K - $131K
23.7K $1.49M
Feb 06, 2024 Q4 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
465
+ 1.58%
$108K - $130K
30K $1.89M
Jan 24, 2024 Q4 2023
Canal Capital Management, LLC

BUY
 -
463
+ 1.91%
$107K - $130K
24.7K $1.55M
Feb 14, 2024 Q4 2023
Washington Trust Bank

BUY
 -
458
+ 6.77%
$106K - $128K
7.22K $455K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
457
+ 1.17%
$106K - $128K
39.6K $2.49M
Feb 02, 2024 Q4 2023
Heritage Financial Services, LLC

BUY
 -
454
+ 49.56%
$105K - $127K
1.37K $86.3K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
453
+ 7.83%
$105K - $127K
6.24K $393K
Feb 06, 2024 Q4 2023
Palisade Asset Management, LLC

BUY
 -
451
+ 4.1%
$105K - $126K
11.4K $721K
Jan 24, 2024 Q4 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
449
+ 2.08%
$104K - $126K
22K $1.39M
Feb 14, 2024 Q4 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
445
+ 7.2%
$103K - $125K
6.62K $417K
Jan 23, 2024 Q4 2023
Davenport & CO LLC

BUY
 -
443
+ 1.64%
$103K - $124K
27.5K $1.73M
Jan 19, 2024 Q4 2023
Sfg Wealth Management, Llc.

BUY
 -
441
+ 20.14%
$102K - $123K
2.63K $166K
Jan 02, 2024 Q4 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
437
+ 61.81%
$101K - $122K
1.14K $72.1K
Jan 25, 2024 Q4 2023
Trust CO Of Virginia

BUY
 -
429
+ 15.33%
$99.5K - $120K
3.23K $203K

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