Purchases and Sales Made in Q3 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 26, 2023 Q3 2023
Sea Bridge Investment Advisors LLC

BUY
 -
1.2K
+ 37.85%
$295K - $327K
4.37K $274K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
1.2K
New
$295K - $327K
1.2K $75.1K
Nov 01, 2023 Q3 2023
Independent Family Office, LLC

BUY
 -
1.2K
+ 65.59%
$295K - $326K
3.02K $189K
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
1.19K
New
$294K - $325K
1.19K $74.8K
Nov 13, 2023 Q3 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
1.19K
+ 7.46%
$294K - $325K
17.2K $1.08M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
1.19K
+ 25.87%
$293K - $325K
5.8K $363K
Nov 07, 2023 Q3 2023
Strategic Equity Management

BUY
 -
1.18K
New
$289K - $320K
1.18K $73.6K
Nov 14, 2023 Q3 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
1.17K
+ 1.33%
$287K - $318K
88.8K $5.56M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.17K
+ 31.3%
$287K - $317K
4.89K $306K
Nov 06, 2023 Q3 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
1.15K
New
$283K - $313K
1.15K $71.9K
Oct 26, 2023 Q3 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1.14K
New
$281K - $311K
1.14K $71.6K
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
1.13K
+ 0.87%
$279K - $309K
131K $8.2M
Oct 13, 2023 Q3 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
1.13K
New
$278K - $308K
1.13K $70.7K
Oct 10, 2023 Q3 2023
Dentgroup LLC

BUY
 -
1.12K
+ 60.87%
$276K - $305K
2.96K $185K
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
1.12K
+ 110.89%
$276K - $305K
2.13K $133K
Nov 13, 2023 Q3 2023
Burns J W & CO Inc

BUY
 -
1.12K
+ 2.91%
$275K - $305K
39.6K $2.48M
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
1.12K
+ 36.9%
$275K - $304K
4.14K $259K
Nov 06, 2023 Q3 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
1.11K
+ 116.3%
$272K - $301K
2.06K $129K
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
1.11K
+ 106.05%
$272K - $301K
2.15K $134K
Nov 03, 2023 Q3 2023
Winthrop Advisory Group LLC

BUY
 -
1.1K
+ 2.61%
$272K - $301K
43.4K $2.72M
Nov 13, 2023 Q3 2023
American Century Companies Inc

Kansas City, MO
BUY
 -
1.1K
+ 8.59%
$271K - $300K
13.9K $870K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
1.09K
+ 80.4%
$269K - $297K
2.45K $153K
Nov 02, 2023 Q3 2023
Banque Pictet & Cie Sa

BUY
 -
1.09K
New
$268K - $297K
1.09K $68.2K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
1.08K
+ 4.0%
$266K - $294K
28.1K $1.76M
Nov 13, 2023 Q3 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
1.06K
+ 8.27%
$261K - $288K
13.9K $868K
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
1.06K
New
$260K - $288K
1.06K $66.1K
Oct 23, 2023 Q3 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
1.05K
+ 16.02%
$258K - $285K
7.58K $475K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1.04K
+ 136.29%
$257K - $284K
1.81K $113K
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
1.04K
+ 4.58%
$257K - $284K
23.9K $1.49M
Oct 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

BUY
 -
1.04K
+ 135.02%
$256K - $284K
1.81K $113K
Oct 13, 2023 Q3 2023
Hengehold Capital Management LLC

BUY
 -
1.04K
+ 8.24%
$256K - $283K
13.7K $856K
Oct 26, 2023 Q3 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
1.03K
+ 3.36%
$254K - $281K
31.8K $1.99M
Nov 14, 2023 Q3 2023
360 Financial, Inc.

BUY
 -
1.03K
+ 7.94%
$254K - $281K
14.1K $880K
Nov 09, 2023 Q3 2023
Wealth Architects, LLC

BUY
 -
1.03K
New
$253K - $280K
1.03K $64.4K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
1.03K
+ 11.37%
$253K - $279K
10.1K $629K
Oct 27, 2023 Q3 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
1.03K
+ 114.25%
$253K - $279K
1.92K $120K
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
1.02K
+ 1.57%
$252K - $279K
66.4K $4.15M
Nov 13, 2023 Q3 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
1.02K
+ 1.3%
$251K - $278K
79.4K $4.97M
Nov 13, 2023 Q3 2023
Boston Family Office LLC

Boston, MA
BUY
 -
1.02K
+ 10.11%
$251K - $277K
11.1K $694K
Nov 14, 2023 Q3 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
1.01K
New
$250K - $276K
1.01K $63.5K
Oct 25, 2023 Q3 2023
Kfa Private Wealth Group, LLC

BUY
 -
1.01K
+ 3.92%
$248K - $275K
26.7K $1.67M
Nov 09, 2023 Q3 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
990
New
$244K - $270K
990 $62K
Oct 18, 2023 Q3 2023
Hanlon Investment Management, Inc.

BUY
 -
974
New
$240K - $265K
974 $61K
Oct 24, 2023 Q3 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
968
+ 1.8%
$238K - $264K
54.7K $3.43M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
959
New
$236K - $261K
959 $60K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
956
+ 19.32%
$235K - $260K
5.9K $370K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
954
+ 110.8%
$235K - $260K
1.82K $114K
Oct 18, 2023 Q3 2023
Whitcomb & Hess, Inc.

BUY
 -
943
+ 1.69%
$232K - $257K
56.8K $3.56M
Oct 20, 2023 Q3 2023
In Track Investment Management Inc

BUY
 -
940
New
$231K - $256K
940 $58.9K

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