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 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 7.53% |
$1.72K - $1.91K
|
100
$6.76K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
7+ 0.11% |
$1.72K - $1.91K
|
6.39K
$432K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7+ 0.87% |
$1.72K - $1.91K
|
810
$54.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
6New |
$1.48K - $1.63K
|
6
$405
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
6+ 1.08% |
$1.48K - $1.63K
|
560
$37.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.04% |
$1.48K - $1.63K
|
15.4K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
6+ 0.63% |
$1.48K - $1.63K
|
956
$64.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.07% |
$1.48K - $1.63K
|
8.61K
$582K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.17% |
$1.23K - $1.36K
|
2.97K
$201K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5+ 0.37% |
$1.23K - $1.36K
|
1.36K
$91.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4+ 0.03% |
$985 - $1.09K
|
15.5K
$1.05M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 0.01% |
$985 - $1.09K
|
39.1K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3+ 0.13% |
$738 - $817
|
2.32K
$157K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
3+ 0.16% |
$738 - $817
|
1.84K
$124K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
3+ 0.26% |
$738 - $817
|
1.18K
$79.6K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.14% |
$738 - $817
|
2.2K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
3+ 0.03% |
$738 - $817
|
11.3K
$762K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
2+ 0.1% |
$492 - $545
|
2K
$135K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2+ 0.5% |
$492 - $545
|
400
$27K
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2+ 0.11% |
$492 - $545
|
1.82K
$123K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.1% |
$492 - $545
|
1.92K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2+ 100.0% |
$492 - $545
|
4
$270
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.27% |
$246 - $272
|
376
$25.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1+ 0.06% |
$246 - $272
|
1.72K
$116K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-1- 0.03% |
$246 - $272
|
3.4K
$230K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.07% |
$246 - $272
|
1.43K
$96.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-1- 0.25% |
$246 - $272
|
403
$27.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 20.0% |
$246 - $272
|
4
$270
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-1- -0.0% |
$246 - $272
|
209K
$14.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2- 3.77% |
$492 - $545
|
51
$3.45K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3- 0.04% |
$738 - $817
|
8.21K
$555K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3- 0.18% |
$738 - $817
|
1.66K
$112K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3- 2.56% |
$738 - $817
|
114
$7.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-3- 0.25% |
$738 - $817
|
1.19K
$80.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 0.26% |
$985 - $1.09K
|
1.55K
$104K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-4- 0.43% |
$985 - $1.09K
|
916
$61.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4- 0.28% |
$985 - $1.09K
|
1.43K
$96.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4- 0.16% |
$985 - $1.09K
|
2.54K
$171K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-5- 0.55% |
$1.23K - $1.36K
|
909
$61.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-5- 0.04% |
$1.23K - $1.36K
|
12.8K
$864K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5- 2.49% |
$1.23K - $1.36K
|
196
$13.2K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.17% |
$1.23K - $1.36K
|
2.9K
$196K
|
|
|
Nov 16, 2023
Q3 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-5- 0.16% |
$1.23K - $1.36K
|
3.11K
$210K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-6- 0.11% |
$1.48K - $1.63K
|
5.27K
$356K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
SELL
|
- |
-6- 0.72% |
$1.48K - $1.63K
|
827
$55.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6- 0.25% |
$1.48K - $1.63K
|
2.43K
$164K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-6- 0.52% |
$1.48K - $1.63K
|
1.15K
$78K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-6- 0.14% |
$1.48K - $1.63K
|
4.29K
$290K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-6- 0.09% |
$1.48K - $1.63K
|
6.46K
$436K
|