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
|
Rise Advisors, LLC
|
SELL
|
- |
-166- 6.47% |
$38.5K - $46.5K
|
2.4K
$150K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-171- 16.78% |
$39.7K - $47.9K
|
848
$52.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-172- 6.11% |
$39.9K - $48.1K
|
2.64K
$165K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-173- 5.43% |
$40.1K - $48.4K
|
3.01K
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-174- 2.43% |
$40.4K - $48.7K
|
6.98K
$435K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-175- 5.16% |
$40.6K - $49K
|
3.22K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-178- 19.39% |
$41.3K - $49.8K
|
740
$46.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-179- 16.36% |
$41.5K - $50.1K
|
915
$57K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-181- 6.19% |
$42K - $50.7K
|
2.74K
$171K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-181- 0.23% |
$42K - $50.7K
|
80.2K
$5M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-181- 0.37% |
$42K - $50.7K
|
49.2K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-183- 0.06% |
$42.5K - $51.2K
|
285K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-184- 10.22% |
$42.7K - $51.5K
|
1.62K
$101K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-184- 15.97% |
$42.7K - $51.5K
|
968
$60.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-185- 1.09% |
$42.9K - $51.8K
|
16.8K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-185- 1.77% |
$42.9K - $51.8K
|
10.2K
$639K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-186- 5.71% |
$43.2K - $52.1K
|
3.07K
$191K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-186- 9.44% |
$43.2K - $52.1K
|
1.78K
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-188- 19.98% |
$43.6K - $52.6K
|
753
$46.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-189- 1.49% |
$43.9K - $52.9K
|
12.5K
$779K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-189- 8.51% |
$43.9K - $52.9K
|
2.03K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-189- 5.66% |
$43.9K - $52.9K
|
3.15K
$196K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-191- 3.4% |
$44.3K - $53.5K
|
5.42K
$338K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-192- 4.06% |
$44.6K - $53.7K
|
4.54K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-193- 0.76% |
$44.8K - $54K
|
25K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-200- 11.1% |
$46.4K - $56K
|
1.6K
$99.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-200- 12.25% |
$46.4K - $56K
|
1.43K
$89.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-200- 2.35% |
$46.4K - $56K
|
8.32K
$519K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-201- 0.92% |
$46.6K - $56.2K
|
21.7K
$1.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-202- 4.59% |
$46.9K - $56.5K
|
4.2K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-204- 1.9% |
$47.3K - $57.1K
|
10.5K
$656K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-207- 5.28% |
$48K - $57.9K
|
3.72K
$232K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-208- 7.57% |
$48.3K - $58.2K
|
2.54K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-210- 20.41% |
$48.7K - $58.8K
|
819
$51K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-211- 0.99% |
$49K - $59K
|
21.2K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-214- 1.65% |
$49.7K - $59.9K
|
12.7K
$793K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-214- 6.31% |
$49.7K - $59.9K
|
3.18K
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-215- 21.29% |
$49.9K - $60.2K
|
795
$49.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-216- 17.35% |
$50.1K - $60.4K
|
1.03K
$64.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-217- 11.94% |
$50.4K - $60.7K
|
1.6K
$99.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-220- 1.38% |
$51K - $61.6K
|
15.7K
$980K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-226- 0.84% |
$52.4K - $63.2K
|
26.6K
$1.66M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-228- 8.69% |
$52.9K - $63.8K
|
2.4K
$149K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-228- 3.76% |
$52.9K - $63.8K
|
5.84K
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-232- 13.62% |
$53.8K - $64.9K
|
1.47K
$91.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-236- 0.79% |
$54.8K - $66K
|
29.8K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-238- 1.47% |
$55.2K - $66.6K
|
16K
$994K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-239- 9.64% |
$55.5K - $66.9K
|
2.24K
$140K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-240- 7.9% |
$55.7K - $67.2K
|
2.8K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-240- 0.12% |
$55.7K - $67.2K
|
200K
$12.4M
|