Purchases and Sales Made in Q3 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH) during Q3 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
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.91M
+ 144.11%
$2.44B - $2.7B
16.8M $1.13B
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
1.98M
+ 1273.47%
$487M - $539M
2.13M $144M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
1.32M
+ 46.46%
$325M - $360M
4.17M $282M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.21M
+ 7.34%
$299M - $331M
17.8M $1.2B
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.19M
+ 484.2%
$293M - $324M
1.44M $97.1M
Nov 14, 2023 Q3 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
863K
New
$213M - $235M
863K $58.3M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
555K
New
$137M - $151M
555K $37.5M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
535K
+ 7.14%
$132M - $146M
8.02M $542M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
421K
New
$104M - $115M
421K $28.4M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
401K
+ 61.41%
$98.6M - $109M
1.05M $71.1M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
381K
+ 430.81%
$93.7M - $104M
469K $31.7M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
334K
+ 4.92%
$82.2M - $90.9M
7.12M $481M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
314K
New
$77.2M - $85.4M
314K $21.2M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
293K
+ 8.04%
$72.2M - $79.9M
3.94M $266M
Nov 14, 2023 Q3 2023
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
230K
+ 99.5%
$56.5M - $62.6M
460K $31.1M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
180K
New
$44.2M - $48.9M
180K $12.1M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
162K
+ 675.47%
$39.8M - $44.1M
186K $12.5M
Nov 08, 2023 Q3 2023
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
153K
+ 98.62%
$37.7M - $41.7M
308K $20.8M
Mar 11, 2024 Q3 2023
Gr Financial Group, LLC

Tucson, AZ
BUY
 -
152K
+ 8882.52%
$37.4M - $41.4M
154K $10.4M
Oct 12, 2023 Q3 2023
Single Point Partners, LLC

BUY
 -
146K
New
$35.8M - $39.7M
146K $9.84M
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
142K
+ 87.06%
$34.9M - $38.6M
304K $20.6M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
130K
+ 21.9%
$31.9M - $35.3M
722K $48.8M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
126K
+ 1954.84%
$31M - $34.3M
132K $8.94M
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
121K
New
$29.7M - $32.9M
121K $8.15M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
120K
+ 411.88%
$29.6M - $32.7M
149K $10.1M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
110K
+ 5.31%
$27M - $29.8M
2.17M $147M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
109K
+ 2.51%
$26.9M - $29.8M
4.47M $302M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
97.4K
+ 351.46%
$24M - $26.5M
125K $8.45M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
92.5K
+ 3.51%
$22.8M - $25.2M
2.72M $184M
Oct 13, 2023 Q3 2023
Key Bridge Compliance, LLC

Covington, KY
BUY
 -
90.6K
New
$22.3M - $24.7M
90.6K $6.12M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
90.3K
+ 4.83%
$22.2M - $24.6M
1.96M $132M
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
84.6K
+ 8.93%
$20.8M - $23.1M
1.03M $69.7M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
83.3K
+ 7.21%
$20.5M - $22.7M
1.24M $83.6M
Feb 07, 2024 Q3 2023
Wealth Advisory Solutions, LLC

BUY
 -
82.8K
+ 90.39%
$20.4M - $22.5M
174K $11.8M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
79.2K
+ 202.07%
$19.5M - $21.6M
118K $8M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
78.7K
New
$19.4M - $21.4M
78.7K $5.32M
Nov 13, 2023 Q3 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
77.4K
New
$19.1M - $21.1M
77.4K $5.23M
Nov 14, 2023 Q3 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
74.9K
+ 78.82%
$18.4M - $20.4M
170K $11.5M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
74.4K
+ 27.88%
$18.3M - $20.3M
341K $23M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
69.2K
+ 92.26%
$17M - $18.9M
144K $9.74M
Oct 10, 2023 Q3 2023
Systelligence, LLC

BUY
 -
66.9K
New
$16.5M - $18.2M
66.9K $4.52M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
61.9K
+ 4.85%
$15.2M - $16.9M
1.34M $90.5M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
59.2K
New
$14.6M - $16.1M
59.2K $4M
Nov 14, 2023 Q3 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
58.2K
+ 26560.73%
$14.3M - $15.8M
58.4K $3.94M
Nov 14, 2023 Q3 2023
Twin Tree Management, LP

Dallas, TX
BUY
 -
55.7K
New
$13.7M - $15.2M
55.7K $3.76M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
55.6K
New
$13.7M - $15.2M
55.6K $3.76M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
53.7K
+ 1.52%
$13.2M - $14.6M
3.6M $243M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
51.8K
+ 39.3%
$12.8M - $14.1M
184K $12.4M
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
51K
+ 6.66%
$12.5M - $13.9M
817K $55.2M

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