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
|
Farmers Trust CO
|
SELL
|
- |
-68- 0.58% |
$16.7K - $18.5K
|
11.6K
$781K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-68- 6.94% |
$16.7K - $18.5K
|
912
$61.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-68- 0.31% |
$16.7K - $18.5K
|
21.9K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-68- 26.36% |
$16.7K - $18.5K
|
190
$12.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-68- 1.79% |
$16.7K - $18.5K
|
3.74K
$253K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.04% |
$17.2K - $19.1K
|
6.63K
$448K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-70- 11.57% |
$17.2K - $19.1K
|
535
$36.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-70- 0.19% |
$17.2K - $19.1K
|
37.3K
$2.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 4.41% |
$17.2K - $19.1K
|
1.52K
$102K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-72- 1.97% |
$17.7K - $19.6K
|
3.57K
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-76- 1.74% |
$18.7K - $20.7K
|
4.3K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-78- 7.22% |
$19.2K - $21.2K
|
1K
$67.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-78- 7.09% |
$19.2K - $21.2K
|
1.02K
$69K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-79- 1.59% |
$19.4K - $21.5K
|
4.9K
$331K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-79- 0.58% |
$19.4K - $21.5K
|
13.6K
$920K
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-79- 1.78% |
$19.4K - $21.5K
|
4.36K
$294K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-80- 0.42% |
$19.7K - $21.8K
|
18.9K
$1.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-80- 6.98% |
$19.7K - $21.8K
|
1.07K
$72K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-80- 12.66% |
$19.7K - $21.8K
|
552
$37.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-83- 1.95% |
$20.4K - $22.6K
|
4.16K
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-84- 10.21% |
$20.7K - $22.9K
|
739
$49.9K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-84- 1.02% |
$20.7K - $22.9K
|
8.18K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-85- 1.08% |
$20.9K - $23.2K
|
7.79K
$526K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-86- 5.96% |
$21.2K - $23.4K
|
1.36K
$91.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-87- 1.1% |
$21.4K - $23.7K
|
7.83K
$529K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-87- 4.44% |
$21.4K - $23.7K
|
1.87K
$126K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-87- 3.92% |
$21.4K - $23.7K
|
2.13K
$144K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-89- 0.05% |
$21.9K - $24.2K
|
191K
$12.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-90- 1.88% |
$22.2K - $24.5K
|
4.69K
$317K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-92- 0.43% |
$22.6K - $25.1K
|
21.4K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-93- 6.93% |
$22.9K - $25.3K
|
1.25K
$84.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-94- 7.23% |
$23.1K - $25.6K
|
1.21K
$81.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-97- 3.59% |
$23.9K - $26.4K
|
2.61K
$176K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-98- 1.84% |
$24.1K - $26.7K
|
5.22K
$352K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
SELL
|
- |
-100- 1.72% |
$24.6K - $27.2K
|
5.72K
$387K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-100- 0.99% |
$24.6K - $27.2K
|
10.1K
$679K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-100- 0.39% |
$24.6K - $27.2K
|
25.3K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-100- 2.26% |
$24.6K - $27.2K
|
4.32K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 1.22% |
$24.6K - $27.2K
|
8.07K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-100- 3.62% |
$24.6K - $27.2K
|
2.66K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-100- 2.12% |
$24.6K - $27.2K
|
4.61K
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-101- 5.62% |
$24.9K - $27.5K
|
1.7K
$115K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-103- 6.35% |
$25.4K - $28.1K
|
1.52K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-104- 0.37% |
$25.6K - $28.3K
|
27.9K
$1.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-105- 2.16% |
$25.8K - $28.6K
|
4.76K
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-106- 3.49% |
$26.1K - $28.9K
|
2.93K
$198K
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-107- 2.93% |
$26.3K - $29.1K
|
3.55K
$240K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-108- 2.46% |
$26.6K - $29.4K
|
4.29K
$290K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-109- 2.52% |
$26.8K - $29.7K
|
4.22K
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-109- 1.61% |
$26.8K - $29.7K
|
6.65K
$449K
|