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 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
28+ 0.33% |
$6.89K - $7.63K
|
8.54K
$575K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
27+ 0.07% |
$6.65K - $7.35K
|
39.7K
$2.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
26+ 1.84% |
$6.4K - $7.08K
|
1.44K
$96.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25+ 0.23% |
$6.15K - $6.81K
|
11K
$743K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
24+ 0.2% |
$5.91K - $6.54K
|
11.9K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
24+ 2.71% |
$5.91K - $6.54K
|
908
$61.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
23+ 0.01% |
$5.66K - $6.27K
|
259K
$17.5M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23+ 0.42% |
$5.66K - $6.27K
|
5.44K
$366K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
22+ 0.33% |
$5.42K - $5.99K
|
6.6K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
22+ 0.36% |
$5.42K - $5.99K
|
6.18K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22+ 2.13% |
$5.42K - $5.99K
|
1.05K
$71K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
21+ 0.92% |
$5.17K - $5.72K
|
2.3K
$155K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21New |
$5.17K - $5.72K
|
21
$1.42K
|
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
21+ 1.03% |
$5.17K - $5.72K
|
2.06K
$139K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
20+ 0.17% |
$4.92K - $5.45K
|
11.5K
$774K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
20+ 1.99% |
$4.92K - $5.45K
|
1.03K
$69.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
19+ 0.59% |
$4.68K - $5.18K
|
3.25K
$219K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
19+ 0.64% |
$4.68K - $5.18K
|
2.99K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
19+ 1.56% |
$4.68K - $5.18K
|
1.24K
$83.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
18+ 0.1% |
$4.43K - $4.9K
|
18.2K
$1.23M
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
18+ 0.76% |
$4.43K - $4.9K
|
2.38K
$160K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
18+ 0.05% |
$4.43K - $4.9K
|
38K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
18+ 1.48% |
$4.43K - $4.9K
|
1.23K
$83K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
17+ 0.49% |
$4.18K - $4.63K
|
3.5K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 0.37% |
$3.94K - $4.36K
|
4.3K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
15+ 0.28% |
$3.69K - $4.09K
|
5.4K
$364K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
15+ 0.67% |
$3.69K - $4.09K
|
2.24K
$151K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15+ 0.4% |
$3.69K - $4.09K
|
3.79K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
15+ 0.56% |
$3.69K - $4.09K
|
2.69K
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
15+ 0.78% |
$3.69K - $4.09K
|
1.94K
$130K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
14+ 0.09% |
$3.45K - $3.81K
|
15.9K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
14+ 0.66% |
$3.45K - $3.81K
|
2.13K
$144K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
13+ 0.24% |
$3.2K - $3.54K
|
5.37K
$362K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
13+ 0.3% |
$3.2K - $3.54K
|
4.29K
$289K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
13+ 0.67% |
$3.2K - $3.54K
|
1.96K
$132K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
13+ 2.74% |
$3.2K - $3.54K
|
488
$32.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.78% |
$3.2K - $3.54K
|
1.67K
$113K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
11+ 0.41% |
$2.71K - $3K
|
2.7K
$182K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.09% |
$2.71K - $3K
|
12K
$808K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
11+ 28.21% |
$2.71K - $3K
|
50
$3.37K
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
10+ 0.92% |
$2.46K - $2.72K
|
1.09K
$73.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
10+ 3.41% |
$2.46K - $2.72K
|
303
$20.4K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
10+ 0.62% |
$2.46K - $2.72K
|
1.61K
$109K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
9+ 0.67% |
$2.22K - $2.45K
|
1.36K
$91.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
9+ 0.45% |
$2.22K - $2.45K
|
2.02K
$136K
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
9+ 0.45% |
$2.22K - $2.45K
|
2.02K
$136K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8+ 0.85% |
$1.97K - $2.18K
|
952
$64.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.23% |
$1.97K - $2.18K
|
3.52K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
8+ 0.12% |
$1.97K - $2.18K
|
6.66K
$449K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$1.72K - $1.91K
|
21.2K
$1.43M
|