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 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
66+ 4.27% |
$15.3K - $18.5K
|
1.61K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
66+ 0.25% |
$15.3K - $18.5K
|
26.9K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
65+ 3.54% |
$15.1K - $18.2K
|
1.9K
$119K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 2.86% |
$14.9K - $17.9K
|
2.3K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63New |
$14.6K - $17.6K
|
63
$3.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
62+ 1.82% |
$14.4K - $17.4K
|
3.46K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
62+ 2.63% |
$14.4K - $17.4K
|
2.42K
$151K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
61+ 0.32% |
$14.2K - $17.1K
|
19.1K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
61+ 9.19% |
$14.2K - $17.1K
|
725
$45.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
61+ 3.59% |
$14.2K - $17.1K
|
1.76K
$110K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
60+ 15.0% |
$13.9K - $16.8K
|
460
$28.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
60+ 4.41% |
$13.9K - $16.8K
|
1.42K
$88.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 6.63% |
$13.9K - $16.8K
|
965
$60.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
59+ 0.07% |
$13.7K - $16.5K
|
87.9K
$5.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58+ 2.01% |
$13.5K - $16.2K
|
2.94K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
58+ 2.66% |
$13.5K - $16.2K
|
2.24K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
57+ 1.13% |
$13.2K - $16K
|
5.11K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
57+ 3.07% |
$13.2K - $16K
|
1.92K
$120K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
56+ 1.11% |
$13K - $15.7K
|
5.11K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
56+ 0.84% |
$13K - $15.7K
|
6.72K
$421K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
54+ 0.72% |
$12.5K - $15.1K
|
7.6K
$476K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
54New |
$12.5K - $15.1K
|
54
$3.38K
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
52New |
$12.1K - $14.6K
|
52
$3.26K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
52+ 0.03% |
$12.1K - $14.6K
|
160K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
52+ 0.62% |
$12.1K - $14.6K
|
8.46K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
51New |
$11.8K - $14.3K
|
51
$3.19K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
51+ 0.51% |
$11.8K - $14.3K
|
10.1K
$632K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 10.68% |
$11.6K - $14K
|
518
$32.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
50New |
$11.6K - $14K
|
50
$3.13K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
49+ 0.58% |
$11.4K - $13.7K
|
8.47K
$530K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
48+ 0.9% |
$11.1K - $13.4K
|
5.37K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
48+ 3.54% |
$11.1K - $13.4K
|
1.4K
$87.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
47+ 11.19% |
$10.9K - $13.2K
|
467
$29.2K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
47+ 1.12% |
$10.9K - $13.2K
|
4.24K
$265K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
47New |
$10.9K - $13.2K
|
47
$2.94K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
46New |
$10.7K - $12.9K
|
46
$2.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
46+ 0.11% |
$10.7K - $12.9K
|
40.3K
$2.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
43+ 4.52% |
$9.98K - $12K
|
994
$62.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 2.05% |
$9.98K - $12K
|
2.14K
$134K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
42+ 1.03% |
$9.75K - $11.8K
|
4.12K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
42+ 3.51% |
$9.75K - $11.8K
|
1.24K
$77.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
42+ 3.58% |
$9.75K - $11.8K
|
1.22K
$76.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
42+ 0.88% |
$9.75K - $11.8K
|
4.84K
$303K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
41+ 1.85% |
$9.51K - $11.5K
|
2.25K
$141K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
40+ 2.0% |
$9.28K - $11.2K
|
2.04K
$128K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 40.0% |
$9.28K - $11.2K
|
140
$8.77K
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
39+ 1.26% |
$9.05K - $10.9K
|
3.13K
$196K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
35+ 0.48% |
$8.12K - $9.79K
|
7.33K
$459K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
35+ 0.18% |
$8.12K - $9.79K
|
19.1K
$1.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
35+ 3.4% |
$8.12K - $9.79K
|
1.07K
$66.7K
|