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
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-512- 3.48% |
$126K - $139K
|
14.2K
$862K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-513- 14.93% |
$126K - $140K
|
2.92K
$178K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-514- 2.41% |
$127K - $140K
|
20.8K
$1.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-521- 2.25% |
$128K - $142K
|
22.6K
$1.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-524- 3.02% |
$129K - $143K
|
16.8K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-533- 3.47% |
$131K - $145K
|
14.8K
$901K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-535- 31.2% |
$132K - $146K
|
1.18K
$71.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-540- 0.82% |
$133K - $147K
|
65.4K
$3.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-547- 4.47% |
$135K - $149K
|
11.7K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-550- 23.4% |
$135K - $150K
|
1.8K
$109K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-554- 10.55% |
$136K - $151K
|
4.7K
$285K
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-556- 5.38% |
$137K - $151K
|
9.78K
$594K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-557- 3.82% |
$137K - $152K
|
14K
$852K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-567- 21.35% |
$140K - $154K
|
2.09K
$127K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-570- 4.44% |
$140K - $155K
|
12.3K
$744K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-572- 8.79% |
$141K - $156K
|
5.93K
$360K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-575- 37.68% |
$142K - $157K
|
951
$57.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-583- 5.34% |
$144K - $159K
|
10.3K
$628K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-585- 1.19% |
$144K - $159K
|
48.5K
$2.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-586- 1.94% |
$144K - $160K
|
29.6K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-587- 17.93% |
$144K - $160K
|
2.69K
$163K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-596- 6.15% |
$147K - $162K
|
9.09K
$552K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-598- 16.79% |
$147K - $163K
|
2.96K
$180K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-602- 7.84% |
$148K - $164K
|
7.07K
$429K
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-605- 1.25% |
$149K - $165K
|
47.7K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-608- 3.67% |
$150K - $166K
|
15.9K
$968K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-616- 2.06% |
$152K - $168K
|
29.3K
$1.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-617- 0.52% |
$152K - $168K
|
119K
$7.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-626- 3.72% |
$154K - $171K
|
16.2K
$983K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-636- 29.08% |
$157K - $173K
|
1.55K
$94.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-637- 0.14% |
$157K - $174K
|
456K
$27.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-639- 0.21% |
$157K - $174K
|
303K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-641- 7.0% |
$158K - $175K
|
8.52K
$517K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-642- 26.64% |
$158K - $175K
|
1.77K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-642- 2.64% |
$158K - $175K
|
23.7K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-659- 2.92% |
$162K - $180K
|
21.9K
$1.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-662- 1.05% |
$163K - $180K
|
62.1K
$3.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-675- 16.14% |
$166K - $184K
|
3.51K
$213K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-679- 2.28% |
$167K - $185K
|
29.1K
$1.77M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-685- 0.78% |
$169K - $187K
|
86.7K
$5.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-699- 34.76% |
$172K - $190K
|
1.31K
$79.7K
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-702- 4.82% |
$173K - $191K
|
13.9K
$841K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-707- 7.19% |
$174K - $193K
|
9.12K
$554K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-712- 4.82% |
$175K - $194K
|
14.1K
$853K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-741- 0.66% |
$182K - $202K
|
111K
$6.73M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-750- 1.29% |
$185K - $204K
|
57.4K
$3.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-755- 1.7% |
$186K - $206K
|
43.6K
$2.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-755- 5.59% |
$186K - $206K
|
12.8K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-771- 8.46% |
$190K - $210K
|
8.34K
$507K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-772- 38.83% |
$190K - $210K
|
1.22K
$73.8K
|