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
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5.08K- 25.17% |
$1.25M - $1.38M
|
15.1K
$879K
|
|
|
Aug 08, 2024
Q3 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-5.19K- 78.18% |
$1.28M - $1.41M
|
1.45K
$84.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-5.22K- 23.28% |
$1.28M - $1.42M
|
17.2K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-5.5K- 29.62% |
$1.35M - $1.5M
|
13.1K
$761K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-5.68K- 70.03% |
$1.4M - $1.55M
|
2.43K
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.7K- 2.33% |
$1.4M - $1.55M
|
239K
$13.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.76K- 8.8% |
$1.42M - $1.57M
|
59.7K
$3.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.78K- 4.96% |
$1.42M - $1.57M
|
111K
$6.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-5.94K- 3.61% |
$1.46M - $1.62M
|
159K
$9.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.96K- 0.34% |
$1.47M - $1.62M
|
1.73M
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-6.2K- 12.78% |
$1.52M - $1.69M
|
42.3K
$2.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.51K- 0.49% |
$1.6M - $1.77M
|
1.33M
$77.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-6.51K- 66.88% |
$1.6M - $1.77M
|
3.22K
$188K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.57K- 6.98% |
$1.62M - $1.79M
|
87.5K
$5.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-6.7K- 10.12% |
$1.65M - $1.83M
|
59.5K
$3.46M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-6.9K- 80.0% |
$1.7M - $1.88M
|
1.72K
$100K
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-7.03K- 9.93% |
$1.73M - $1.92M
|
63.8K
$3.71M
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.14K- 68.13% |
$1.76M - $1.94M
|
3.34K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-7.2K- 92.31% |
$1.77M - $1.96M
|
600
$34.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.53K- 39.17% |
$1.85M - $2.05M
|
11.7K
$681K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.63K- 83.13% |
$1.88M - $2.08M
|
1.55K
$90.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-7.67K- 14.98% |
$1.89M - $2.09M
|
43.5K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-7.7K- 11.41% |
$1.89M - $2.1M
|
59.8K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.73K- 15.73% |
$1.9M - $2.1M
|
41.4K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7.75K- 35.99% |
$1.91M - $2.11M
|
13.8K
$802K
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-7.91K- 27.1% |
$1.95M - $2.15M
|
21.3K
$1.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-8.75K- 20.18% |
$2.15M - $2.38M
|
34.6K
$2.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-9.15K- 1.74% |
$2.25M - $2.49M
|
518K
$30.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.69K- 18.44% |
$2.39M - $2.64M
|
42.9K
$2.5M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-9.71K- 80.36% |
$2.39M - $2.65M
|
2.37K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-9.74K- 2.16% |
$2.4M - $2.65M
|
441K
$25.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-10.2K- 14.08% |
$2.52M - $2.79M
|
62.5K
$3.64M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-10.9K- 42.59% |
$2.68M - $2.97M
|
14.7K
$856K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11.3K- 4.3% |
$2.78M - $3.08M
|
252K
$14.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 45.85% |
$2.88M - $3.18M
|
13.8K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-11.8K- 3.4% |
$2.89M - $3.2M
|
335K
$19.5M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.8K- 2.84% |
$2.9M - $3.21M
|
403K
$23.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-11.8K- 11.31% |
$2.91M - $3.22M
|
92.6K
$5.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-12.8K- 0.69% |
$3.14M - $3.48M
|
1.85M
$108M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-12.9K- 0.86% |
$3.18M - $3.51M
|
1.49M
$86.7M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 80.01% |
$3.2M - $3.54M
|
3.25K
$189K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-13.3K- 4.9% |
$3.28M - $3.63M
|
258K
$15M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-13.7K- 5.3% |
$3.36M - $3.72M
|
244K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-13.7K- 6.35% |
$3.38M - $3.74M
|
202K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-15.6K- 21.21% |
$3.83M - $4.24M
|
57.8K
$3.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16K- 82.08% |
$3.95M - $4.37M
|
3.5K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.1K- 8.07% |
$3.95M - $4.37M
|
183K
$10.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.1K- 45.62% |
$3.96M - $4.38M
|
19.2K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.1K- 3.03% |
$4.2M - $4.65M
|
545K
$31.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.2K- 0.9% |
$4.23M - $4.69M
|
1.9M
$111M
|