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 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-40- 0.59% |
$9.85K - $10.9K
|
6.75K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-40- 1.23% |
$9.85K - $10.9K
|
3.2K
$186K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-40- 0.17% |
$9.85K - $10.9K
|
23.8K
$1.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-41- 2.59% |
$10.1K - $11.2K
|
1.54K
$89.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-41- 0.38% |
$10.1K - $11.2K
|
10.7K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-41- 0.42% |
$10.1K - $11.2K
|
9.75K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-42- 0.29% |
$10.3K - $11.4K
|
14.6K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-42- 1.83% |
$10.3K - $11.4K
|
2.25K
$131K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-43- 0.23% |
$10.6K - $11.7K
|
18.6K
$1.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-43- 2.9% |
$10.6K - $11.7K
|
1.44K
$83.9K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-43- 2.43% |
$10.6K - $11.7K
|
1.72K
$100K
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-44- 2.75% |
$10.8K - $12K
|
1.56K
$90.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-45- 1.98% |
$11.1K - $12.3K
|
2.23K
$130K
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-45- 0.9% |
$11.1K - $12.3K
|
4.96K
$289K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-45- 0.2% |
$11.1K - $12.3K
|
22.7K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-45- 0.95% |
$11.1K - $12.3K
|
4.7K
$274K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-45- 0.81% |
$11.1K - $12.3K
|
5.49K
$320K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-46- 3.77% |
$11.3K - $12.5K
|
1.17K
$68.3K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-47- 1.72% |
$11.6K - $12.8K
|
2.69K
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-47- 2.1% |
$11.6K - $12.8K
|
2.19K
$128K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-48- 0.82% |
$11.8K - $13.1K
|
5.79K
$337K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-50- 1.02% |
$12.3K - $13.6K
|
4.85K
$282K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-50- 3.48% |
$12.3K - $13.6K
|
1.39K
$80.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-50- 5.47% |
$12.3K - $13.6K
|
864
$50.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-51- 0.56% |
$12.6K - $13.9K
|
8.98K
$523K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-52- 0.1% |
$12.8K - $14.2K
|
50.9K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-52- 0.6% |
$12.8K - $14.2K
|
8.58K
$499K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-53- 3.59% |
$13K - $14.4K
|
1.42K
$82.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-53- 1.58% |
$13K - $14.4K
|
3.3K
$192K
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
SELL
|
- |
-53- 0.14% |
$13K - $14.4K
|
37.6K
$2.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-54- 11.89% |
$13.3K - $14.7K
|
400
$23.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-55- 0.34% |
$13.5K - $15K
|
16.2K
$943K
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-55- 1.16% |
$13.5K - $15K
|
4.7K
$273K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-55- 7.54% |
$13.5K - $15K
|
674
$39.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-56- 4.16% |
$13.8K - $15.3K
|
1.29K
$75.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-56- 2.5% |
$13.8K - $15.3K
|
2.19K
$127K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-56- 3.03% |
$13.8K - $15.3K
|
1.79K
$104K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-56- 0.1% |
$13.8K - $15.3K
|
57.3K
$3.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-56- 3.52% |
$13.8K - $15.3K
|
1.54K
$89.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-57- 0.36% |
$14K - $15.5K
|
15.9K
$924K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-57- 0.88% |
$14K - $15.5K
|
6.42K
$373K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-58- 0.67% |
$14.3K - $15.8K
|
8.55K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-59- 1.02% |
$14.5K - $16.1K
|
5.75K
$335K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-60- 0.79% |
$14.8K - $16.3K
|
7.55K
$439K
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-62- 0.2% |
$15.3K - $16.9K
|
31.5K
$1.83M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-63- 4.21% |
$15.5K - $17.2K
|
1.43K
$83.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
SELL
|
- |
-63- 0.49% |
$15.5K - $17.2K
|
12.7K
$739K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-63- 4.98% |
$15.5K - $17.2K
|
1.2K
$70K
|
|
|
Feb 13, 2025
Q3 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-63- 0.86% |
$15.5K - $17.2K
|
7.3K
$425K
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-64- 1.28% |
$15.8K - $17.4K
|
4.94K
$287K
|