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 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.15% |
$1.72K - $1.91K
|
4.7K
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-7- 0.78% |
$1.72K - $1.91K
|
890
$60.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-7- 0.82% |
$1.72K - $1.91K
|
845
$57.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-7- 0.58% |
$1.72K - $1.91K
|
1.21K
$81.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-7- 0.46% |
$1.72K - $1.91K
|
1.52K
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-7- 0.2% |
$1.72K - $1.91K
|
3.44K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-7- 0.8% |
$1.72K - $1.91K
|
873
$59K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-7- 0.11% |
$1.72K - $1.91K
|
6.56K
$443K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-8- 0.73% |
$1.97K - $2.18K
|
1.08K
$73.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-8- 0.63% |
$1.97K - $2.18K
|
1.26K
$85.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9- 0.9% |
$2.22K - $2.45K
|
991
$66.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9- 0.78% |
$2.22K - $2.45K
|
1.15K
$77.8K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-10- 1.15% |
$2.46K - $2.72K
|
858
$58K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-10- 0.36% |
$2.46K - $2.72K
|
2.8K
$189K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-10- 0.05% |
$2.46K - $2.72K
|
19.1K
$1.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10- 0.05% |
$2.46K - $2.72K
|
21.7K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10- 0.37% |
$2.46K - $2.72K
|
2.67K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.13% |
$2.46K - $2.72K
|
7.8K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.08% |
$2.46K - $2.72K
|
11.9K
$806K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10- 0.43% |
$2.46K - $2.72K
|
2.32K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-10- 0.82% |
$2.46K - $2.72K
|
1.21K
$81.6K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-10- 0.61% |
$2.46K - $2.72K
|
1.64K
$111K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-11- 0.44% |
$2.71K - $3K
|
2.48K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-11- 0.1% |
$2.71K - $3K
|
11.5K
$779K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-12- 0.28% |
$2.95K - $3.27K
|
4.3K
$290K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-12- 1.19% |
$2.95K - $3.27K
|
1K
$67.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-13- 0.18% |
$3.2K - $3.54K
|
7.3K
$493K
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-13- 0.3% |
$3.2K - $3.54K
|
4.35K
$294K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-13- 1.48% |
$3.2K - $3.54K
|
863
$58.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-13- 0.55% |
$3.2K - $3.54K
|
2.35K
$158K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-14- 0.31% |
$3.45K - $3.81K
|
4.45K
$301K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.06% |
$3.45K - $3.81K
|
22.2K
$1.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-14- 0.25% |
$3.45K - $3.81K
|
5.61K
$379K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-14- 0.51% |
$3.45K - $3.81K
|
2.76K
$186K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-14- 0.68% |
$3.45K - $3.81K
|
2.05K
$138K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-14- 0.65% |
$3.45K - $3.81K
|
2.15K
$145K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-15- 1.02% |
$3.69K - $4.09K
|
1.46K
$98.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-16- 0.5% |
$3.94K - $4.36K
|
3.2K
$216K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-16- 0.91% |
$3.94K - $4.36K
|
1.74K
$118K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-16- 0.93% |
$3.94K - $4.36K
|
1.7K
$115K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-17- 0.99% |
$4.18K - $4.63K
|
1.7K
$115K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-18- 0.25% |
$4.43K - $4.9K
|
7.18K
$485K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-18- 1.07% |
$4.43K - $4.9K
|
1.67K
$113K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-20- 1.1% |
$4.92K - $5.45K
|
1.8K
$121K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-20- 2.36% |
$4.92K - $5.45K
|
827
$55.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-20- 1.63% |
$4.92K - $5.45K
|
1.21K
$81.6K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-20- 3.5% |
$4.92K - $5.45K
|
551
$37.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-21- 0.56% |
$5.17K - $5.72K
|
3.7K
$250K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-21- 0.25% |
$5.17K - $5.72K
|
8.29K
$560K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-21- 0.1% |
$5.17K - $5.72K
|
21.4K
$1.44M
|