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 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.55K- 63.24% |
$359K - $433K
|
900
$55.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.57K- 1.41% |
$363K - $438K
|
109K
$6.8M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.58K- 80.0% |
$366K - $441K
|
394
$24.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.58K- 39.76% |
$367K - $442K
|
2.4K
$149K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.58K- 1.33% |
$367K - $442K
|
118K
$7.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.59K- 68.46% |
$369K - $445K
|
732
$45.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.6K- 46.02% |
$371K - $448K
|
1.88K
$117K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.63K- 41.69% |
$377K - $455K
|
2.27K
$141K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.63K- 3.98% |
$378K - $456K
|
39.2K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.66K- 2.57% |
$384K - $463K
|
62.7K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.66K- 5.48% |
$384K - $463K
|
28.5K
$1.77M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.66K- 5.48% |
$384K - $463K
|
28.5K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.69K- 3.19% |
$392K - $473K
|
51.3K
$3.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.69K- 62.83% |
$392K - $473K
|
1K
$62.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.69K- 3.75% |
$393K - $474K
|
43.4K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.72K- 11.93% |
$398K - $480K
|
12.7K
$787K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.72K- 19.63% |
$399K - $481K
|
7.04K
$437K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.72K- 11.34% |
$399K - $481K
|
13.4K
$835K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.72K- 4.33% |
$400K - $482K
|
38K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.73K- 1.97% |
$400K - $483K
|
85.7K
$5.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.75K- 12.63% |
$405K - $488K
|
12.1K
$750K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.78K- 13.7% |
$413K - $498K
|
11.2K
$697K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 2.51% |
$417K - $502K
|
69.6K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.83K- 6.54% |
$424K - $511K
|
26.1K
$1.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.83K- 22.27% |
$424K - $512K
|
6.38K
$397K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-1.84K- 8.81% |
$426K - $514K
|
19K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.85K- 36.97% |
$429K - $517K
|
3.15K
$196K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.88K- 5.94% |
$436K - $526K
|
29.8K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.89K- 10.34% |
$438K - $528K
|
16.4K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.91K- 12.84% |
$442K - $533K
|
12.9K
$804K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.94K- 51.41% |
$449K - $542K
|
1.83K
$114K
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.95K- 4.67% |
$452K - $545K
|
39.7K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.96K- 2.63% |
$454K - $548K
|
72.5K
$4.5M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.99KClosed |
$463K - $558K
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.01K- 2.33% |
$466K - $562K
|
84K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.01K- 21.07% |
$467K - $563K
|
7.54K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.11K- 52.73% |
$489K - $589K
|
1.89K
$117K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.15K- 84.17% |
$500K - $603K
|
405
$25.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.19K- 1.2% |
$508K - $612K
|
181K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.22K- 1.84% |
$515K - $621K
|
118K
$7.33M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.24K- 11.33% |
$519K - $626K
|
17.5K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.27K- 17.66% |
$527K - $636K
|
10.6K
$658K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.28K- 7.77% |
$529K - $637K
|
27K
$1.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-2.29K- 8.14% |
$532K - $641K
|
25.9K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.35K- 5.53% |
$546K - $658K
|
40.2K
$2.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.37K- 1.79% |
$551K - $664K
|
130K
$8.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.38K- 62.62% |
$553K - $667K
|
1.42K
$88.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.41K- 10.53% |
$560K - $675K
|
20.5K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-2.43K- 34.42% |
$565K - $681K
|
4.64K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.45K- 13.07% |
$569K - $687K
|
16.3K
$1.01M
|