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 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
2.09K+ 7.38% |
$514K - $568K
|
30.3K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
2.08K+ 2.73% |
$513K - $567K
|
78.5K
$5.3M
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.07KNew |
$511K - $565K
|
2.07K
$140K
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.06K+ 3.67% |
$507K - $561K
|
58.2K
$3.93M
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.05K+ 124.71% |
$506K - $560K
|
3.7K
$250K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.04K+ 6.04% |
$501K - $554K
|
35.7K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.03K+ 4.73% |
$501K - $554K
|
45K
$3.04M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.01K+ 3.72% |
$494K - $547K
|
56K
$3.78M
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.01K+ 42.12% |
$494K - $546K
|
6.77K
$457K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2KNew |
$493K - $545K
|
2K
$135K
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.98K+ 5.07% |
$487K - $539K
|
41K
$2.77M
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.97K+ 4.94% |
$485K - $537K
|
41.9K
$2.83M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.97KNew |
$485K - $537K
|
1.97K
$133K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.97K+ 1.07% |
$484K - $535K
|
186K
$12.6M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.96K+ 2.33% |
$482K - $533K
|
86.1K
$5.81M
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.94K+ 106.81% |
$479K - $530K
|
3.76K
$254K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1.94K+ 3.5% |
$477K - $528K
|
57.3K
$3.87M
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.92KNew |
$473K - $524K
|
1.92K
$130K
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.92KNew |
$471K - $522K
|
1.92K
$129K
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.88K+ 15.64% |
$463K - $512K
|
13.9K
$939K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.87K+ 4.11% |
$460K - $509K
|
47.3K
$3.2M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.86K+ 9.12% |
$458K - $507K
|
22.3K
$1.5M
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.86K+ 9.12% |
$458K - $507K
|
22.3K
$1.5M
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 7.48% |
$456K - $505K
|
26.6K
$1.8M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.85K+ 30.34% |
$455K - $504K
|
7.94K
$537K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.84K+ 12.03% |
$453K - $501K
|
17.1K
$1.16M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.83K+ 2.77% |
$451K - $499K
|
68K
$4.6M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.83K+ 4.94% |
$450K - $498K
|
38.9K
$2.63M
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.81KNew |
$446K - $493K
|
1.81K
$122K
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.8K+ 85.98% |
$444K - $491K
|
3.9K
$263K
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.8KNew |
$443K - $490K
|
1.8K
$122K
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.79KNew |
$441K - $488K
|
1.79K
$121K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.79K+ 10.52% |
$440K - $487K
|
18.8K
$1.27M
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
BUY
|
- |
1.78K+ 6.6% |
$437K - $484K
|
28.7K
$1.94M
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
1.77K+ 2.06% |
$436K - $482K
|
87.8K
$5.93M
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.77K+ 24.3% |
$436K - $482K
|
9.05K
$612K
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.77K+ 1.68% |
$435K - $482K
|
107K
$7.25M
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.76K+ 3.46% |
$432K - $479K
|
52.6K
$3.55M
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.76KNew |
$432K - $478K
|
1.76K
$119K
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.72K+ 75.56% |
$423K - $468K
|
3.99K
$270K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.71K+ 57.53% |
$421K - $466K
|
4.69K
$317K
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.69K+ 0.69% |
$417K - $461K
|
249K
$16.8M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
1.67K+ 12.18% |
$411K - $454K
|
15.4K
$1.04M
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
1.67K+ 2.16% |
$410K - $454K
|
78.7K
$5.31M
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.66K+ 2.07% |
$409K - $453K
|
82K
$5.54M
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.63K+ 49.15% |
$400K - $443K
|
4.93K
$333K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1.6K+ 2.29% |
$394K - $436K
|
71.4K
$4.82M
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.59K+ 3.89% |
$392K - $433K
|
42.5K
$2.87M
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.59K+ 4.72% |
$391K - $433K
|
35.3K
$2.38M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.58K+ 66.15% |
$390K - $431K
|
3.98K
$269K
|