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 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
118
+ 4.97%
$27.4K - $33K
2.49K $158K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
117
+ 5.24%
$27.1K - $32.7K
2.35K $149K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
116
+ 0.45%
$26.9K - $32.5K
25.6K $1.62M
Feb 05, 2024 Q4 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
114
+ 475.0%
$26.5K - $31.9K
138 $8.73K
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
113
New
$26.2K - $31.6K
113 $7.14K
Feb 08, 2024 Q4 2023
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
110
New
$25.5K - $30.8K
110 $6.96K
Jan 09, 2024 Q4 2023
Howard Financial Services, Ltd.

BUY
 -
109
+ 4.39%
$25.3K - $30.5K
2.59K $164K
Feb 14, 2024 Q4 2023
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
108
New
$25.1K - $30.2K
108 $6.83K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
107
+ 24.32%
$24.8K - $29.9K
547 $34.6K
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
105
New
$24.4K - $29.4K
105 $6.64K
Feb 02, 2024 Q4 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
104
+ 1.22%
$24.1K - $29.1K
8.64K $546K
Feb 13, 2024 Q4 2023
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
104
New
$24.1K - $29.1K
104 $6.58K
Jan 31, 2024 Q4 2023
Davidson Trust CO

BUY
 -
101
+ 4.39%
$23.4K - $28.3K
2.4K $152K
Jan 29, 2024 Q4 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
100
+ 1.27%
$23.2K - $28K
7.98K $505K
Feb 08, 2024 Q4 2023
Graybill Bartz & Assoc LTD

BUY
 -
99
+ 9.3%
$23K - $27.7K
1.16K $73.6K
Jan 05, 2024 Q4 2023
Horizons Wealth Management

Asheville, NC
BUY
 -
98
+ 4.12%
$22.7K - $27.4K
2.47K $156K
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
98
+ 5.75%
$22.7K - $27.4K
1.8K $114K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
98
+ 1.54%
$22.7K - $27.4K
6.47K $409K
Jan 10, 2024 Q4 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
93
+ 6.8%
$21.6K - $26K
1.46K $92.4K
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
93
+ 3.5%
$21.6K - $26K
2.75K $174K
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
93
+ 2.09%
$21.6K - $26K
4.55K $287K
Jan 31, 2024 Q4 2023
Forte Asset Management LLC

BUY
 -
93
+ 1.53%
$21.6K - $26K
6.17K $390K
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
93
New
$21.6K - $26K
93 $5.88K
Jan 26, 2024 Q4 2023
Keener Financial Planning LLC

Keller, TX
BUY
 -
92
New
$21.3K - $25.7K
92 $5.82K
Feb 02, 2024 Q4 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
91
+ 30.03%
$21.1K - $25.5K
394 $24.9K
Jan 30, 2024 Q4 2023
Latitude Advisors, LLC

BUY
 -
88
+ 2.95%
$20.4K - $24.6K
3.08K $194K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
88
+ 22.8%
$20.4K - $24.6K
474 $30K
Jun 28, 2024 Q4 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
87
+ 2.0%
$20.2K - $24.3K
4.45K $281K
Jan 05, 2024 Q4 2023
Boltwood Capital Management

BUY
 -
86
+ 0.36%
$20K - $24.1K
23.7K $1.5M
Feb 05, 2024 Q4 2023
First Ascent Asset Management, LLC

BUY
 -
86
+ 1.88%
$20K - $24.1K
4.66K $294K
Feb 02, 2024 Q4 2023
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
84
+ 5.79%
$19.5K - $23.5K
1.53K $97K
Jan 11, 2024 Q4 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
83
+ 2.8%
$19.3K - $23.2K
3.05K $193K
Feb 02, 2024 Q4 2023
Bank Of New Hampshire

BUY
 -
83
+ 0.87%
$19.3K - $23.2K
9.58K $606K
Feb 02, 2024 Q4 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
83
New
$19.3K - $23.2K
83 $5.25K
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

BUY
 -
82
+ 5.62%
$19K - $22.9K
1.54K $97.4K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
80
+ 6.18%
$18.6K - $22.4K
1.38K $86.9K
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
80
+ 1.49%
$18.6K - $22.4K
5.43K $344K
Feb 09, 2024 Q4 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
80
+ 0.58%
$18.6K - $22.4K
13.8K $872K
Feb 13, 2024 Q4 2023
Angeles Wealth Management, LLC

BUY
 -
80
+ 19.95%
$18.6K - $22.4K
481 $30.4K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
79
+ 84.95%
$18.3K - $22.1K
172 $10.9K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
79
+ 0.33%
$18.3K - $22.1K
24.3K $1.53M
Feb 12, 2024 Q4 2023
Benedetti & Gucer, Inc.

BUY
 -
76
+ 4.98%
$17.6K - $21.3K
1.6K $101K
Feb 01, 2024 Q4 2023
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
75
+ 2.43%
$17.4K - $21K
3.17K $200K
Mar 04, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
74
+ 7400.0%
$17.2K - $20.7K
75 $4.74K
Feb 06, 2024 Q4 2023
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
72
New
$16.7K - $20.1K
72 $4.55K
Jan 25, 2024 Q4 2023
First Merchants Corp

BUY
 -
70
+ 0.39%
$16.2K - $19.6K
17.9K $1.13M
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
70
+ 0.2%
$16.2K - $19.6K
35.6K $2.25M
Jan 23, 2024 Q4 2023
Forth Right Wealth Management, LLC

BUY
 -
68
+ 0.53%
$15.8K - $19K
12.9K $818K
Mar 06, 2024 Q4 2023
Willner & Heller, LLC

BUY
 -
67
+ 1.79%
$15.5K - $18.7K
3.81K $241K

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