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 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
49.5KNew |
$12.2M - $13.5M
|
49.5K
$3.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
49.4KNew |
$12.2M - $13.5M
|
49.4K
$3.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
BUY
|
- |
48.4K+ 301.73% |
$11.9M - $13.2M
|
64.4K
$4.35M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
43.4K+ 591.97% |
$10.7M - $11.8M
|
50.7K
$3.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
43.2K+ 3638.36% |
$10.6M - $11.8M
|
44.3K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.1K+ 2.88% |
$10.4M - $11.5M
|
1.5M
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
41.2K+ 7.19% |
$10.1M - $11.2M
|
613K
$41.4M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39.5K+ 228.87% |
$9.71M - $10.7M
|
56.7K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.2K+ 6.88% |
$9.66M - $10.7M
|
610K
$41.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.8K+ 570.31% |
$9.54M - $10.6M
|
45.6K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.2K+ 0.95% |
$9.39M - $10.4M
|
4.05M
$273M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
37.8KNew |
$9.3M - $10.3M
|
37.8K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
36.9KNew |
$9.09M - $10.1M
|
36.9K
$2.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
36.5K+ 47.43% |
$8.98M - $9.94M
|
113K
$7.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
34.1K+ 99.41% |
$8.39M - $9.29M
|
68.4K
$4.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
33.8K+ 148.47% |
$8.32M - $9.21M
|
56.6K
$3.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
33.4K+ 35.26% |
$8.21M - $9.09M
|
128K
$8.64M
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
33.3K+ 334.15% |
$8.19M - $9.06M
|
43.2K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.5K+ 57.7% |
$8.01M - $8.86M
|
88.9K
$6.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.5K+ 13.98% |
$8M - $8.85M
|
265K
$17.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.1K+ 8.83% |
$7.89M - $8.73M
|
395K
$26.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
31.5KNew |
$7.75M - $8.57M
|
31.5K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.3K+ 19.07% |
$7.72M - $8.54M
|
196K
$13.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
30.6K+ 110.05% |
$7.52M - $8.33M
|
58.3K
$3.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
30K+ 11.24% |
$7.39M - $8.18M
|
297K
$20.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
29.2K+ 7.5% |
$7.18M - $7.95M
|
418K
$28.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
29.1K+ 31.98% |
$7.16M - $7.92M
|
120K
$8.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
28.6K+ 333.41% |
$7.05M - $7.8M
|
37.2K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
28.2KNew |
$6.93M - $7.67M
|
28.2K
$1.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
27.5K+ 188.09% |
$6.76M - $7.49M
|
42.1K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25.6KNew |
$6.3M - $6.97M
|
25.6K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9K+ 15.2% |
$6.14M - $6.79M
|
189K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
24.8KNew |
$6.1M - $6.75M
|
24.8K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
24.3K+ 23.65% |
$5.99M - $6.63M
|
127K
$8.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.3K+ 101.95% |
$5.74M - $6.36M
|
46.2K
$3.12M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22.8K+ 2.38% |
$5.61M - $6.21M
|
980K
$66.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22.4K+ 13.22% |
$5.52M - $6.11M
|
192K
$13M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
BUY
|
- |
22.1K+ 1356.08% |
$5.43M - $6.01M
|
23.7K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
21.5K+ 4.54% |
$5.3M - $5.86M
|
496K
$33.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
21.4K+ 442.88% |
$5.28M - $5.84M
|
26.3K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
21.3KNew |
$5.24M - $5.8M
|
21.3K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
21K+ 57.39% |
$5.18M - $5.73M
|
57.7K
$3.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.9K+ 108.49% |
$5.15M - $5.7M
|
40.2K
$2.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20.4K+ 189.77% |
$5.02M - $5.56M
|
31.2K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
20.2K+ 72.68% |
$4.97M - $5.5M
|
47.9K
$3.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
20.1K+ 1.08% |
$4.95M - $5.48M
|
1.88M
$127M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.9K+ 279.31% |
$4.89M - $5.42M
|
27K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
19.5K+ 11.99% |
$4.79M - $5.3M
|
182K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.3K+ 3.23% |
$4.74M - $5.25M
|
616K
$41.6M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
19.1K+ 556.28% |
$4.7M - $5.2M
|
22.5K
$1.52M
|