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 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.63K- 47.48% |
$1.07M - $1.3M
|
5.12K
$322K
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-4.8K- 34.13% |
$1.11M - $1.34M
|
9.26K
$582K
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.93K- 16.54% |
$1.14M - $1.38M
|
24.9K
$1.56M
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.09K- 4.38% |
$1.18M - $1.42M
|
111K
$6.99M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.23K- 11.29% |
$1.21M - $1.46M
|
41.1K
$2.58M
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5.24K- 2.64% |
$1.22M - $1.47M
|
193K
$12.2M
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-5.24K- 99.79% |
$1.22M - $1.47M
|
11
$692
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-5.42K- 3.72% |
$1.26M - $1.52M
|
140K
$8.82M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.43K- 2.62% |
$1.26M - $1.52M
|
202K
$12.7M
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5.45K- 17.22% |
$1.26M - $1.52M
|
26.2K
$1.65M
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-5.46K- 12.86% |
$1.27M - $1.53M
|
37K
$2.33M
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.47K- 1.79% |
$1.27M - $1.53M
|
301K
$18.9M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.53K- 57.74% |
$1.28M - $1.55M
|
4.05K
$254K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.6K- 26.68% |
$1.3M - $1.57M
|
15.4K
$967K
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.61K- 41.17% |
$1.3M - $1.57M
|
8.01K
$504K
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.67K- 3.71% |
$1.32M - $1.59M
|
147K
$9.25M
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.7K- 19.81% |
$1.32M - $1.59M
|
23.1K
$1.45M
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-5.72K- 34.57% |
$1.33M - $1.6M
|
10.8K
$682K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.74K- 5.98% |
$1.33M - $1.61M
|
90.2K
$5.68M
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.78K- 13.79% |
$1.34M - $1.62M
|
36.1K
$2.27M
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-5.82K- 60.59% |
$1.35M - $1.63M
|
3.79K
$238K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.89K- 2.94% |
$1.37M - $1.65M
|
194K
$12.2M
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.9K- 46.54% |
$1.37M - $1.65M
|
6.78K
$426K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.99K- 6.46% |
$1.39M - $1.67M
|
86.7K
$5.45M
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-5.99K- 4.06% |
$1.39M - $1.68M
|
141K
$8.9M
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.02K- 79.37% |
$1.4M - $1.68M
|
1.56K
$98.3K
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-6.06K- 63.73% |
$1.41M - $1.7M
|
3.45K
$217K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.2K- 1.23% |
$1.44M - $1.73M
|
498K
$31.3M
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.21K- 17.52% |
$1.44M - $1.74M
|
29.2K
$1.84M
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-6.24K- 18.07% |
$1.45M - $1.75M
|
28.3K
$1.78M
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-6.25K- 25.2% |
$1.45M - $1.75M
|
18.5K
$1.17M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.26K- 94.23% |
$1.45M - $1.75M
|
383
$24.1K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.3K- 83.78% |
$1.46M - $1.76M
|
1.22K
$76.8K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.38K- 83.53% |
$1.48M - $1.79M
|
1.26K
$79.2K
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.44K- 50.92% |
$1.5M - $1.8M
|
6.21K
$391K
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-6.45K- 10.38% |
$1.5M - $1.8M
|
55.6K
$3.5M
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-6.47K- 93.8% |
$1.5M - $1.81M
|
427
$26.9K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.53K- 18.42% |
$1.51M - $1.83M
|
28.9K
$1.82M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.53K- 47.84% |
$1.52M - $1.83M
|
7.12K
$448K
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.54K- 18.9% |
$1.52M - $1.83M
|
28.1K
$1.77M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-6.62K- 34.27% |
$1.54M - $1.85M
|
12.7K
$799K
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-6.79K- 63.57% |
$1.57M - $1.9M
|
3.89K
$245K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.83K- 23.1% |
$1.59M - $1.91M
|
22.8K
$1.43M
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.88K- 98.41% |
$1.6M - $1.93M
|
111
$6.98K
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.93K- 34.49% |
$1.61M - $1.94M
|
13.2K
$828K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6.98K- 3.46% |
$1.62M - $1.95M
|
195K
$12.3M
|
|
Jan 09, 2024
Q4 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-7.03K- 13.14% |
$1.63M - $1.97M
|
46.5K
$2.92M
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.06K- 6.74% |
$1.64M - $1.98M
|
97.8K
$6.15M
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-7.14K- 7.06% |
$1.66M - $2M
|
94K
$5.91M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.19K- 2.94% |
$1.67M - $2.01M
|
237K
$14.9M
|