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 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
169+ 11.41% |
$41.6K - $46K
|
1.65K
$111K
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
167+ 6.85% |
$41.1K - $45.5K
|
2.61K
$176K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
167New |
$41.1K - $45.5K
|
167
$11.3K
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
165+ 3.32% |
$40.6K - $44.9K
|
5.13K
$346K
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
163+ 0.2% |
$40.1K - $44.4K
|
81.8K
$5.53M
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
162+ 18.69% |
$39.9K - $44.1K
|
1.03K
$69.5K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
161+ 4.95% |
$39.6K - $43.9K
|
3.41K
$231K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
160+ 6.03% |
$39.4K - $43.6K
|
2.81K
$190K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
157New |
$38.6K - $42.8K
|
157
$10.6K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
155+ 14.51% |
$38.2K - $42.2K
|
1.22K
$82.6K
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
153+ 14.75% |
$37.7K - $41.7K
|
1.19K
$80.4K
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
152+ 1.11% |
$37.4K - $41.4K
|
13.8K
$935K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
149+ 0.5% |
$36.7K - $40.6K
|
30.2K
$2.04M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
148+ 2.61% |
$36.4K - $40.3K
|
5.81K
$393K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
148+ 6.06% |
$36.4K - $40.3K
|
2.59K
$175K
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
146+ 1.39% |
$35.9K - $39.8K
|
10.7K
$721K
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
144+ 1.81% |
$35.4K - $39.2K
|
8.11K
$548K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
144+ 6.75% |
$35.4K - $39.2K
|
2.28K
$154K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
144+ 27.69% |
$35.4K - $39.2K
|
664
$44.9K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
140+ 11.17% |
$34.5K - $38.1K
|
1.39K
$94.1K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
133+ 1.58% |
$32.7K - $36.2K
|
8.53K
$576K
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
132+ 0.76% |
$32.5K - $36K
|
17.6K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
131+ 0.43% |
$32.2K - $35.7K
|
30.4K
$2.06M
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
130+ 12.63% |
$32K - $35.4K
|
1.16K
$78.3K
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
130+ 0.59% |
$32K - $35.4K
|
22.3K
$1.51M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
129+ 3.68% |
$31.8K - $35.1K
|
3.63K
$245K
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
127+ 7.12% |
$31.3K - $34.6K
|
1.91K
$129K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
123+ 9.15% |
$30.3K - $33.5K
|
1.47K
$99.1K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
123+ 878.57% |
$30.3K - $33.5K
|
137
$9.25K
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
122+ 4.56% |
$30K - $33.2K
|
2.8K
$189K
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
119+ 0.59% |
$29.3K - $32.4K
|
20.5K
$1.38M
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
119New |
$29.3K - $32.4K
|
119
$8.04K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
114+ 3.68% |
$28.1K - $31.1K
|
3.21K
$217K
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
114+ 0.26% |
$28.1K - $31.1K
|
43.3K
$2.93M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
111+ 14.19% |
$27.3K - $30.2K
|
893
$60.3K
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
110+ 8.74% |
$27.1K - $30K
|
1.37K
$92.4K
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
110+ 0.7% |
$27.1K - $30K
|
15.9K
$1.07M
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
110+ 33.33% |
$27.1K - $30K
|
440
$29.7K
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
108+ 0.72% |
$26.6K - $29.4K
|
15.2K
$1.02M
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
107+ 7.08% |
$26.3K - $29.1K
|
1.62K
$109K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
106+ 1.24% |
$26.1K - $28.9K
|
8.67K
$586K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
104New |
$25.6K - $28.3K
|
104
$7.03K
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
103+ 0.87% |
$25.4K - $28.1K
|
12K
$809K
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
101+ 5.71% |
$24.9K - $27.5K
|
1.87K
$126K
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
100+ 1.2% |
$24.6K - $27.2K
|
8.42K
$569K
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
100+ 9.31% |
$24.6K - $27.2K
|
1.17K
$79.3K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 0.25% |
$24.6K - $27.2K
|
39.6K
$2.67M
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
99+ 3.01% |
$24.4K - $27K
|
3.39K
$229K
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
98+ 12.14% |
$24.1K - $26.7K
|
905
$61.1K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
97+ 5.18% |
$23.9K - $26.4K
|
1.97K
$133K
|