Purchases and Sales Made in Q3 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 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 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
243+ 4.34% |
$59.8K - $66.2K
|
5.84K
$394K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
243+ 33.02% |
$59.8K - $66.2K
|
979
$66.1K
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
242+ 8.97% |
$59.6K - $65.9K
|
2.94K
$199K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
239+ 1.06% |
$58.8K - $65.1K
|
22.7K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
238+ 2.34% |
$58.6K - $64.8K
|
10.4K
$703K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
237+ 1.99% |
$58.3K - $64.6K
|
12.1K
$820K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
235+ 20.61% |
$57.8K - $64K
|
1.38K
$92.9K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
235+ 11.36% |
$57.8K - $64K
|
2.3K
$156K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
233+ 11.65% |
$57.4K - $63.5K
|
2.23K
$151K
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
232+ 0.76% |
$57.1K - $63.2K
|
30.9K
$2.08M
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
227+ 0.3% |
$55.9K - $61.8K
|
74.9K
$5.06M
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
226+ 10.81% |
$55.6K - $61.6K
|
2.32K
$156K
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
224+ 1.63% |
$55.1K - $61K
|
14K
$944K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
224+ 2.13% |
$55.1K - $61K
|
10.7K
$724K
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
223+ 1.37% |
$54.9K - $60.7K
|
16.5K
$1.11M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
221+ 2.98% |
$54.4K - $60.2K
|
7.63K
$516K
|
|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
220+ 26.04% |
$54.2K - $59.9K
|
1.07K
$71.9K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
218+ 180.17% |
$53.7K - $59.4K
|
339
$22.9K
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
217+ 1.73% |
$53.4K - $59.1K
|
12.7K
$860K
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
217+ 4.57% |
$53.4K - $59.1K
|
4.97K
$336K
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
216+ 0.92% |
$53.2K - $58.8K
|
23.6K
$1.59M
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
216+ 22.95% |
$53.2K - $58.8K
|
1.16K
$78.2K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
215+ 0.85% |
$52.9K - $58.6K
|
25.6K
$1.73M
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
213+ 7.6% |
$52.4K - $58K
|
3.01K
$204K
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
212+ 5.06% |
$52.2K - $57.7K
|
4.4K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
208+ 3.65% |
$51.2K - $56.7K
|
5.91K
$399K
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
203+ 10.29% |
$50K - $55.3K
|
2.18K
$147K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
195+ 0.65% |
$48K - $53.1K
|
30.1K
$2.03M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
195+ 3.33% |
$48K - $53.1K
|
6.05K
$408K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
192+ 3.53% |
$47.3K - $52.3K
|
5.64K
$381K
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
192+ 7.8% |
$47.3K - $52.3K
|
2.65K
$179K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
192New |
$47.3K - $52.3K
|
192
$13K
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
192+ 1.24% |
$47.3K - $52.3K
|
15.7K
$1.06M
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
192+ 9.32% |
$47.3K - $52.3K
|
2.25K
$152K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
191+ 6.07% |
$47K - $52K
|
3.34K
$225K
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
189+ 20.84% |
$46.5K - $51.5K
|
1.1K
$74K
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
188+ 11.25% |
$46.3K - $51.2K
|
1.86K
$126K
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
184+ 1.94% |
$45.3K - $50.1K
|
9.65K
$652K
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
181+ 7.7% |
$44.6K - $49.3K
|
2.53K
$171K
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
180+ 7.59% |
$44.3K - $49K
|
2.55K
$172K
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
180+ 2.64% |
$44.3K - $49K
|
6.99K
$472K
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
180New |
$44.3K - $49K
|
180
$12.2K
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
179+ 16.95% |
$44.1K - $48.8K
|
1.24K
$83.4K
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
178+ 17.37% |
$43.8K - $48.5K
|
1.2K
$81.3K
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
176+ 5.22% |
$43.3K - $47.9K
|
3.55K
$240K
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
175+ 11.98% |
$43.1K - $47.7K
|
1.64K
$111K
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
173+ 0.52% |
$42.6K - $47.1K
|
33.3K
$2.25M
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
171+ 20.17% |
$42.1K - $46.6K
|
1.02K
$68.8K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
170+ 220.78% |
$41.8K - $46.3K
|
247
$16.7K
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
170+ 0.24% |
$41.8K - $46.3K
|
70.6K
$4.77M
|