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 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
55+ 4.4% |
$13.5K - $15K
|
1.31K
$88K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
55+ 2.04% |
$13.5K - $15K
|
2.75K
$185K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
55+ 2.1% |
$13.5K - $15K
|
2.68K
$180K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
54+ 1.32% |
$13.3K - $14.7K
|
4.15K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
54+ 3.28% |
$13.3K - $14.7K
|
1.7K
$114K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
53+ 662.5% |
$13K - $14.4K
|
61
$4.11K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
53+ 5.37% |
$13K - $14.4K
|
1.04K
$70.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
52+ 0.5% |
$12.8K - $14.2K
|
10.4K
$703K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
51+ 1.62% |
$12.6K - $13.9K
|
3.21K
$216K
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.32% |
$12.3K - $13.6K
|
15.6K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
50+ 1.89% |
$12.3K - $13.6K
|
2.7K
$182K
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
50+ 0.86% |
$12.3K - $13.6K
|
5.88K
$396K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 30.12% |
$12.3K - $13.6K
|
216
$14.6K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
49+ 132.43% |
$12.1K - $13.3K
|
86
$5.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
48+ 4.49% |
$11.8K - $13.1K
|
1.12K
$75.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
47+ 5.25% |
$11.6K - $12.8K
|
942
$63.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
45+ 0.31% |
$11.1K - $12.3K
|
14.5K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
45+ 2.1% |
$11.1K - $12.3K
|
2.19K
$148K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
44+ 5.7% |
$10.8K - $12K
|
816
$55K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
44+ 0.52% |
$10.8K - $12K
|
8.48K
$571K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
43+ 1.99% |
$10.6K - $11.7K
|
2.2K
$148K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
42+ 0.75% |
$10.3K - $11.4K
|
5.62K
$379K
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
42+ 0.7% |
$10.3K - $11.4K
|
6.08K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
41+ 3.64% |
$10.1K - $11.2K
|
1.17K
$78.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
40+ 1.29% |
$9.85K - $10.9K
|
3.15K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
40+ 0.22% |
$9.85K - $10.9K
|
18.2K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
40+ 2.82% |
$9.85K - $10.9K
|
1.46K
$98.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
38+ 0.57% |
$9.35K - $10.4K
|
6.68K
$450K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
37+ 0.61% |
$9.11K - $10.1K
|
6.07K
$409K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
37New |
$9.11K - $10.1K
|
37
$2.49K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
37New |
$9.11K - $10.1K
|
37
$2.49K
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
36+ 0.26% |
$8.86K - $9.81K
|
14.2K
$954K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
36+ 2.67% |
$8.86K - $9.81K
|
1.38K
$93.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
35+ 1.09% |
$8.62K - $9.53K
|
3.25K
$219K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
35+ 0.89% |
$8.62K - $9.53K
|
3.97K
$268K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
35+ 0.29% |
$8.62K - $9.53K
|
12K
$807K
|
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
35+ 0.82% |
$8.62K - $9.53K
|
4.32K
$291K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
35+ 2.03% |
$8.62K - $9.53K
|
1.76K
$119K
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
34+ 1.56% |
$8.37K - $9.26K
|
2.21K
$149K
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
34+ 0.56% |
$8.37K - $9.26K
|
6.06K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33+ 0.8% |
$8.12K - $8.99K
|
4.16K
$281K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
32+ 11.68% |
$7.88K - $8.72K
|
306
$20.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
32+ 2.63% |
$7.88K - $8.72K
|
1.25K
$84.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
31+ 1.8% |
$7.63K - $8.44K
|
1.75K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
30+ 1.11% |
$7.38K - $8.17K
|
2.74K
$184K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
30+ 0.02% |
$7.38K - $8.17K
|
169K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
30+ 1.66% |
$7.38K - $8.17K
|
1.84K
$124K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
28+ 1.14% |
$6.89K - $7.63K
|
2.48K
$167K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
28+ 0.28% |
$6.89K - $7.63K
|
10.1K
$681K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
28+ 1.61% |
$6.89K - $7.63K
|
1.77K
$119K
|