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 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-28- 1.63% |
$6.5K - $7.84K
|
1.7K
$107K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-28- 2.83% |
$6.5K - $7.84K
|
963
$60.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-28- 0.15% |
$6.5K - $7.84K
|
18.5K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-28- 1.1% |
$6.5K - $7.84K
|
2.52K
$159K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-28- 2.32% |
$6.5K - $7.84K
|
1.18K
$74.3K
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-28- 2.44% |
$6.5K - $7.84K
|
1.12K
$70.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-29- 3.55% |
$6.73K - $8.12K
|
787
$49.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-29- 0.63% |
$6.73K - $8.12K
|
4.58K
$289K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.94% |
$6.73K - $8.12K
|
3.07K
$194K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-29- 1.73% |
$6.73K - $8.12K
|
1.65K
$104K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-30- 2.92% |
$6.96K - $8.4K
|
996
$62.8K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-32- 0.14% |
$7.43K - $8.96K
|
22.5K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-33- 4.17% |
$7.66K - $9.24K
|
759
$47.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-34- 1.58% |
$7.89K - $9.51K
|
2.11K
$133K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-34- 1.79% |
$7.89K - $9.51K
|
1.86K
$118K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-35- 0.61% |
$8.12K - $9.79K
|
5.69K
$359K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-36- 0.05% |
$8.35K - $10.1K
|
74.7K
$4.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-36- 0.14% |
$8.35K - $10.1K
|
26.3K
$1.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-36- 2.6% |
$8.35K - $10.1K
|
1.35K
$85K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-38- 1.39% |
$8.82K - $10.6K
|
2.69K
$170K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-38- 1.94% |
$8.82K - $10.6K
|
1.92K
$121K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-38- 2.62% |
$8.82K - $10.6K
|
1.41K
$89K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-38- 0.91% |
$8.82K - $10.6K
|
4.14K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-39- 3.16% |
$9.05K - $10.9K
|
1.2K
$75.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-39- 0.2% |
$9.05K - $10.9K
|
19.9K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-39- 3.23% |
$9.05K - $10.9K
|
1.17K
$73.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-40- 4.69% |
$9.28K - $11.2K
|
812
$51.2K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40- 1.91% |
$9.28K - $11.2K
|
2.05K
$129K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40- 1.78% |
$9.28K - $11.2K
|
2.2K
$139K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-40- 2.6% |
$9.28K - $11.2K
|
1.5K
$94.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-41- 1.49% |
$9.51K - $11.5K
|
2.7K
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-41- 1.21% |
$9.51K - $11.5K
|
3.34K
$211K
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-41- 0.55% |
$9.51K - $11.5K
|
7.35K
$464K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-42- 4.62% |
$9.75K - $11.8K
|
867
$54.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-42- 1.43% |
$9.75K - $11.8K
|
2.89K
$182K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-42- 0.24% |
$9.75K - $11.8K
|
17.8K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-42- 0.23% |
$9.75K - $11.8K
|
18.1K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-42- 0.72% |
$9.75K - $11.8K
|
5.77K
$364K
|
|
|
Feb 01, 2024
Q4 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-43- 1.2% |
$9.98K - $12K
|
3.53K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-43- 3.49% |
$9.98K - $12K
|
1.19K
$75.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-45- 0.84% |
$10.4K - $12.6K
|
5.33K
$336K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-45- 2.68% |
$10.4K - $12.6K
|
1.63K
$103K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 1.49% |
$10.4K - $12.6K
|
2.97K
$187K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-45- 0.48% |
$10.4K - $12.6K
|
9.28K
$585K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-45- 2.04% |
$10.4K - $12.6K
|
2.16K
$136K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-45- 0.61% |
$10.4K - $12.6K
|
7.35K
$464K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-46- 2.4% |
$10.7K - $12.9K
|
1.87K
$118K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-47- 0.65% |
$10.9K - $13.2K
|
7.13K
$450K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-47- 3.26% |
$10.9K - $13.2K
|
1.4K
$88K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47- 1.32% |
$10.9K - $13.2K
|
3.53K
$223K
|