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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.38K- 73.8% |
$586K - $648K
|
845
$49.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.4K- 1.14% |
$591K - $654K
|
207K
$12.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.42K- 75.37% |
$596K - $660K
|
792
$46.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.49K- 16.19% |
$612K - $677K
|
12.9K
$749K
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.66K- 71.99% |
$655K - $725K
|
1.04K
$60.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 5.91% |
$657K - $728K
|
42.5K
$2.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.68K- 48.29% |
$660K - $730K
|
2.87K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.74K- 11.74% |
$675K - $747K
|
20.6K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.79K- 22.61% |
$687K - $760K
|
9.55K
$556K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.83K- 3.66% |
$696K - $770K
|
74.4K
$4.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.84K- 26.03% |
$698K - $772K
|
8.06K
$469K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-2.84K- 10.94% |
$698K - $772K
|
23.1K
$1.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.9K- 11.87% |
$713K - $789K
|
21.5K
$1.25M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.01K- 38.81% |
$742K - $821K
|
4.75K
$277K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-3.02K- 6.26% |
$743K - $822K
|
45.2K
$2.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-3.04K- 9.98% |
$747K - $827K
|
27.4K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.05K- 8.12% |
$751K - $831K
|
34.5K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.06K- 41.69% |
$754K - $834K
|
4.28K
$249K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.11K- 8.69% |
$764K - $846K
|
32.6K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.12K- 8.98% |
$767K - $849K
|
31.6K
$1.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.14K- 10.6% |
$772K - $854K
|
26.5K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.18K- 2.31% |
$783K - $866K
|
135K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.21K- 2.67% |
$789K - $873K
|
117K
$6.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.23K- 46.76% |
$796K - $880K
|
3.68K
$214K
|
|
|
Feb 05, 2025
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.23K- 44.61% |
$796K - $880K
|
4.01K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.28K- 16.86% |
$808K - $894K
|
16.2K
$942K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.34K- 0.66% |
$823K - $911K
|
504K
$29.3M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.4K- 10.57% |
$836K - $926K
|
28.8K
$1.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.46K- 0.29% |
$850K - $941K
|
1.2M
$70M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.47K- 7.0% |
$854K - $945K
|
46.1K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.56K- 20.33% |
$876K - $969K
|
13.9K
$812K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.58K- 44.22% |
$881K - $975K
|
4.51K
$263K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-3.59K- 9.49% |
$884K - $978K
|
34.3K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.65K- 76.53% |
$898K - $994K
|
1.12K
$65.1K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-3.75K- 16.5% |
$924K - $1.02M
|
19K
$1.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.78K- 5.32% |
$931K - $1.03M
|
67.3K
$3.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.83K- 49.65% |
$943K - $1.04M
|
3.89K
$226K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 2.49% |
$962K - $1.06M
|
153K
$8.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-3.94K- 17.91% |
$969K - $1.07M
|
18.1K
$1.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.98K- 2.84% |
$980K - $1.08M
|
136K
$7.92M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.19K- 43.53% |
$1.03M - $1.14M
|
5.43K
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-4.24K- 1.34% |
$1.04M - $1.16M
|
313K
$18.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-4.41K- 97.89% |
$1.09M - $1.2M
|
95
$5.53K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.47K- 5.8% |
$1.1M - $1.22M
|
72.5K
$4.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-4.56K- 49.31% |
$1.12M - $1.24M
|
4.69K
$273K
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-4.6K- 84.84% |
$1.13M - $1.25M
|
822
$47.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.69K- 2.02% |
$1.15M - $1.28M
|
228K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4.87K- 63.31% |
$1.2M - $1.33M
|
2.82K
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-4.96K- 43.77% |
$1.22M - $1.35M
|
6.37K
$371K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4.96K- 5.82% |
$1.22M - $1.35M
|
80.3K
$4.68M
|