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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
94+ 0.64% |
$23.1K - $25.6K
|
14.8K
$998K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
92+ 2.13% |
$22.6K - $25.1K
|
4.4K
$297K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
91+ 4550.0% |
$22.4K - $24.8K
|
93
$6.28K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 3.43% |
$22.4K - $24.8K
|
2.75K
$185K
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
90+ 1.47% |
$22.2K - $24.5K
|
6.2K
$419K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
90+ 2.87% |
$22.2K - $24.5K
|
3.23K
$218K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
89+ 4.21% |
$21.9K - $24.2K
|
2.2K
$149K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 9.54% |
$21.7K - $24K
|
1.01K
$68.2K
|
|
|
Oct 23, 2024
Q3 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
88+ 8.29% |
$21.7K - $24K
|
1.15K
$77.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
87+ 1.88% |
$21.4K - $23.7K
|
4.72K
$319K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
86+ 6.74% |
$21.2K - $23.4K
|
1.36K
$92K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
85+ 1.23% |
$20.9K - $23.2K
|
6.98K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
85+ 3.85% |
$20.9K - $23.2K
|
2.29K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
84+ 120.0% |
$20.7K - $22.9K
|
154
$10.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
83+ 0.06% |
$20.4K - $22.6K
|
149K
$10M
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
82+ 0.86% |
$20.2K - $22.3K
|
9.63K
$651K
|
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
82+ 3.83% |
$20.2K - $22.3K
|
2.22K
$150K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
82+ 0.33% |
$20.2K - $22.3K
|
25.2K
$1.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82+ 130.16% |
$20.2K - $22.3K
|
145
$9.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
81+ 16.8% |
$19.9K - $22.1K
|
563
$38K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
80+ 307.69% |
$19.7K - $21.8K
|
106
$7.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
80+ 3.16% |
$19.7K - $21.8K
|
2.61K
$176K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
79New |
$19.4K - $21.5K
|
79
$5.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
79New |
$19.4K - $21.5K
|
79
$5.34K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
78+ 1.38% |
$19.2K - $21.2K
|
5.75K
$388K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
77+ 4.39% |
$19K - $21K
|
1.83K
$124K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
77+ 91.67% |
$19K - $21K
|
161
$10.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
BUY
|
- |
76+ 1.37% |
$18.7K - $20.7K
|
5.64K
$381K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.28% |
$18.2K - $20.2K
|
26.8K
$1.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
71+ 0.12% |
$17.5K - $19.3K
|
61.6K
$4.16M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
71+ 4.31% |
$17.5K - $19.3K
|
1.72K
$116K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
71+ 0.9% |
$17.5K - $19.3K
|
7.98K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
71+ 1.15% |
$17.5K - $19.3K
|
6.24K
$422K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
69New |
$17K - $18.8K
|
69
$4.66K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
67+ 1.1% |
$16.5K - $18.3K
|
6.17K
$417K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
67+ 0.67% |
$16.5K - $18.3K
|
10K
$678K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
65+ 2.01% |
$16K - $17.7K
|
3.31K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
64+ 0.05% |
$15.8K - $17.4K
|
119K
$8.04M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
64+ 1.55% |
$15.8K - $17.4K
|
4.19K
$283K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
64+ 5.65% |
$15.8K - $17.4K
|
1.2K
$80.8K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
63+ 0.89% |
$15.5K - $17.2K
|
7.14K
$482K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
62+ 2.57% |
$15.3K - $16.9K
|
2.48K
$167K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
60+ 1.29% |
$14.8K - $16.3K
|
4.72K
$319K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 0.22% |
$14.5K - $16.1K
|
26.9K
$1.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
58+ 0.43% |
$14.3K - $15.8K
|
13.5K
$912K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58+ 4.29% |
$14.3K - $15.8K
|
1.41K
$95.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
BUY
|
- |
57+ 7.2% |
$14K - $15.5K
|
849
$57.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
57+ 2.69% |
$14K - $15.5K
|
2.18K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
57+ 0.32% |
$14K - $15.5K
|
17.9K
$1.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
56+ 1.04% |
$13.8K - $15.3K
|
5.43K
$367K
|