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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
939+ 282.83% |
$231K - $256K
|
1.27K
$79.6K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
938New |
$231K - $256K
|
938
$58.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
928+ 0.92% |
$228K - $253K
|
102K
$6.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
923+ 4.83% |
$227K - $251K
|
20K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
915+ 1.2% |
$225K - $249K
|
77.4K
$4.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
909+ 2.2% |
$224K - $248K
|
42.2K
$2.64M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
908+ 29.35% |
$224K - $247K
|
4K
$251K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
903New |
$222K - $246K
|
903
$56.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
896+ 9.2% |
$221K - $244K
|
10.6K
$666K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
891+ 12.57% |
$219K - $243K
|
7.98K
$500K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
885New |
$218K - $241K
|
885
$55.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
885+ 8.39% |
$218K - $241K
|
11.4K
$715K
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
883+ 1.26% |
$217K - $241K
|
71.2K
$4.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
871New |
$214K - $237K
|
871
$54.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
867+ 3.31% |
$213K - $236K
|
27.1K
$1.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
865+ 4.55% |
$213K - $236K
|
19.9K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
855+ 90.38% |
$210K - $233K
|
1.8K
$113K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
851New |
$209K - $232K
|
851
$53.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
850+ 84.58% |
$209K - $232K
|
1.86K
$116K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
849New |
$209K - $231K
|
849
$53.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
845+ 6.66% |
$208K - $230K
|
13.5K
$847K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
842+ 0.44% |
$207K - $229K
|
193K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
842+ 0.81% |
$207K - $229K
|
105K
$6.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
840+ 5.05% |
$207K - $229K
|
17.5K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
828+ 12.32% |
$204K - $226K
|
7.55K
$473K
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
827New |
$204K - $225K
|
827
$51.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
826+ 54.63% |
$203K - $225K
|
2.34K
$146K
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
825+ 30.67% |
$203K - $225K
|
3.52K
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
822New |
$202K - $224K
|
822
$51.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
820+ 23.44% |
$202K - $223K
|
4.32K
$270K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
819New |
$202K - $223K
|
819
$51.3K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
816+ 67.72% |
$201K - $222K
|
2.02K
$127K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
814New |
$200K - $222K
|
814
$51K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
806+ 99.02% |
$198K - $220K
|
1.62K
$101K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
805+ 2.74% |
$198K - $219K
|
30.2K
$1.89M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
805+ 2.74% |
$198K - $219K
|
30.2K
$1.89M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
802+ 19.93% |
$197K - $218K
|
4.83K
$302K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
791+ 1.45% |
$195K - $215K
|
55.4K
$3.47M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
790+ 14.06% |
$194K - $215K
|
6.41K
$401K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
781+ 17.82% |
$192K - $213K
|
5.16K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
772+ 2.41% |
$190K - $210K
|
32.8K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
771+ 0.43% |
$190K - $210K
|
182K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
771+ 16.83% |
$190K - $210K
|
5.35K
$335K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
768+ 15.96% |
$189K - $209K
|
5.58K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
759+ 2.96% |
$187K - $207K
|
26.4K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
755+ 8.16% |
$186K - $206K
|
10K
$627K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
749+ 5.73% |
$184K - $204K
|
13.8K
$865K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
747+ 0.24% |
$184K - $203K
|
306K
$19.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
742+ 13.55% |
$183K - $202K
|
6.22K
$389K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
740New |
$182K - $202K
|
740
$46.3K
|