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
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.57% |
$1.62K - $1.96K
|
1.22K
$76.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-7- 0.27% |
$1.62K - $1.96K
|
2.63K
$164K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-7- 0.01% |
$1.62K - $1.96K
|
57.4K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-7- 0.09% |
$1.62K - $1.96K
|
7.89K
$494K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-8- 0.38% |
$1.86K - $2.24K
|
2.07K
$130K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-9- 0.66% |
$2.09K - $2.52K
|
1.35K
$84.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-9- 0.63% |
$2.09K - $2.52K
|
1.42K
$88.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-10- 0.17% |
$2.32K - $2.8K
|
6.05K
$379K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-11- 0.44% |
$2.55K - $3.08K
|
2.47K
$155K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-11- 0.19% |
$2.55K - $3.08K
|
5.65K
$354K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-12- 1.15% |
$2.78K - $3.36K
|
1.03K
$64.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-12- 0.03% |
$2.78K - $3.36K
|
38.3K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-12- 0.05% |
$2.78K - $3.36K
|
23.9K
$1.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-12- 0.32% |
$2.78K - $3.36K
|
3.76K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-12- 0.1% |
$2.78K - $3.36K
|
12.2K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-12- 0.52% |
$2.78K - $3.36K
|
2.31K
$144K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-13- 0.3% |
$3.02K - $3.64K
|
4.39K
$275K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-13- 0.07% |
$3.02K - $3.64K
|
19.9K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-13- 0.3% |
$3.02K - $3.64K
|
4.31K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13- 1.47% |
$3.02K - $3.64K
|
874
$54.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 0.09% |
$3.25K - $3.92K
|
15.9K
$995K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-14- 0.06% |
$3.25K - $3.92K
|
24.7K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-14- 0.47% |
$3.25K - $3.92K
|
2.99K
$187K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-14- 1.12% |
$3.25K - $3.92K
|
1.24K
$77.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15- 0.56% |
$3.48K - $4.2K
|
2.64K
$165K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 7.02% |
$3.71K - $4.48K
|
212
$13.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-16- 0.33% |
$3.71K - $4.48K
|
4.84K
$303K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-16- 0.4% |
$3.71K - $4.48K
|
4K
$250K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-16- 0.75% |
$3.71K - $4.48K
|
2.11K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-17- 1.41% |
$3.94K - $4.76K
|
1.19K
$74.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-19- 1.61% |
$4.41K - $5.32K
|
1.16K
$72.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-19- 1.63% |
$4.41K - $5.32K
|
1.15K
$71.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-20- 0.89% |
$4.64K - $5.6K
|
2.22K
$139K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-20- 1.33% |
$4.64K - $5.6K
|
1.49K
$93K
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-20- 1.33% |
$4.64K - $5.6K
|
1.49K
$93K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-20- 0.34% |
$4.64K - $5.6K
|
5.86K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20- 0.81% |
$4.64K - $5.6K
|
2.45K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-20- 6.6% |
$4.64K - $5.6K
|
283
$17.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-21- 0.87% |
$4.87K - $5.88K
|
2.39K
$150K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-21- 1.54% |
$4.87K - $5.88K
|
1.34K
$83.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-22- 0.43% |
$5.1K - $6.16K
|
5.11K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-22- 0.39% |
$5.1K - $6.16K
|
5.62K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-22- 0.51% |
$5.1K - $6.16K
|
4.26K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-22- 1.43% |
$5.1K - $6.16K
|
1.51K
$94.7K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-25- 0.17% |
$5.8K - $7K
|
14.7K
$923K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-25- 2.96% |
$5.8K - $7K
|
820
$51.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-25- 0.12% |
$5.8K - $7K
|
20.4K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-25- 0.05% |
$5.8K - $7K
|
51.6K
$3.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-26- 2.37% |
$6.03K - $7.28K
|
1.07K
$67K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-27- 0.49% |
$6.27K - $7.56K
|
5.5K
$344K
|