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
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
738
+ 30.62%
$182K - $201K
3.15K $197K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
735
+ 174.58%
$181K - $200K
1.16K $72.4K
Oct 31, 2023 Q3 2023
Financial Council Asset Management Inc

BUY
 -
734
+ 3.83%
$181K - $200K
19.9K $1.25M
Nov 06, 2023 Q3 2023
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
721
+ 58.71%
$177K - $196K
1.95K $122K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
715
+ 0.73%
$176K - $195K
98.9K $6.19M
Nov 14, 2023 Q3 2023
Petix & Botte CO

BUY
 -
711
+ 1.16%
$175K - $194K
61.9K $3.87M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
709
+ 11.76%
$175K - $193K
6.74K $422K
Oct 30, 2023 Q3 2023
Unionview, LLC

Seattle, WA
BUY
 -
709
+ 4.47%
$175K - $193K
16.6K $1.04M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
708
+ 1.72%
$174K - $193K
41.8K $2.62M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
704
+ 21.75%
$173K - $192K
3.94K $247K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
697
+ 3.31%
$172K - $190K
21.8K $1.36M
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
685
+ 3.25%
$169K - $187K
21.7K $1.36M
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
685
+ 1.77%
$169K - $187K
39.4K $2.47M
Oct 19, 2023 Q3 2023
Gfs Advisors, LLC

BUY
 -
683
+ 2.02%
$168K - $186K
34.5K $2.16M
Oct 24, 2023 Q3 2023
Iowa State Bank

BUY
 -
675
+ 1.03%
$166K - $184K
66.5K $4.16M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
674
+ 7.82%
$166K - $184K
9.3K $582K
Nov 13, 2023 Q3 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
669
+ 2.32%
$165K - $182K
29.5K $1.85M
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
649
+ 1.02%
$160K - $177K
64.4K $4.03M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
642
+ 3.93%
$158K - $175K
17K $1.06M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
639
+ 4.89%
$157K - $174K
13.7K $859K
Oct 31, 2023 Q3 2023
Wolf Group Capital Advisors

BUY
 -
635
+ 8.08%
$156K - $173K
8.49K $532K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
630
+ 4.13%
$155K - $172K
15.9K $995K
Oct 04, 2023 Q3 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
625
+ 11.3%
$154K - $170K
6.16K $385K
Nov 14, 2023 Q3 2023
Arvest Trust CO N A

Rogers, AR
BUY
 -
625
+ 7.19%
$154K - $170K
9.32K $584K
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
618
+ 4.39%
$152K - $168K
14.7K $920K
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
614
+ 6.9%
$151K - $167K
9.51K $595K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
613
+ 24.44%
$151K - $167K
3.12K $195K
Oct 17, 2023 Q3 2023
Brown Miller Wealth Management, LLC

BUY
 -
612
+ 12.33%
$151K - $167K
5.57K $349K
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
601
+ 0.58%
$148K - $164K
105K $6.56M
Oct 24, 2023 Q3 2023
Tcwp LLC

Tampa, FL
BUY
 -
586
+ 3.93%
$144K - $160K
15.5K $969K
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
576
+ 0.99%
$142K - $157K
58.5K $3.66M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
570
+ 1.16%
$140K - $155K
49.9K $3.12M
Nov 03, 2023 Q3 2023
Castle Wealth Management LLC

BUY
 -
569
+ 3.28%
$140K - $155K
17.9K $1.12M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
568
+ 0.88%
$140K - $155K
65.4K $4.09M
Nov 14, 2023 Q3 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
568
+ 35.15%
$140K - $155K
2.18K $137K
Oct 18, 2023 Q3 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
563
+ 43.01%
$139K - $153K
1.87K $117K
Oct 16, 2023 Q3 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
562
+ 2.67%
$138K - $153K
21.6K $1.35M
Oct 31, 2023 Q3 2023
Gainplan LLC

Bloomfield Hills, MI
BUY
 -
551
+ 9.97%
$136K - $150K
6.08K $380K
Oct 30, 2023 Q3 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
545
+ 7.03%
$134K - $148K
8.3K $520K
Nov 14, 2023 Q3 2023
Disciplina Capital Management LLC

Nashville, TN
BUY
 -
543
New
$134K - $148K
543 $34K
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
538
+ 1.36%
$132K - $147K
40.1K $2.51M
Nov 07, 2023 Q3 2023
Palisade Asset Management, LLC

BUY
 -
536
+ 5.12%
$132K - $146K
11K $689K
Nov 13, 2023 Q3 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
536
+ 1.87%
$132K - $146K
29.2K $1.83M
Oct 23, 2023 Q3 2023
Yhb Investment Advisors, Inc.

BUY
 -
533
+ 0.71%
$131K - $145K
76K $4.76M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
531
+ 6.47%
$131K - $145K
8.73K $547K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
529
+ 0.53%
$130K - $144K
101K $6.32M
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
527
+ 4.15%
$130K - $144K
13.2K $829K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
527
+ 29.26%
$130K - $144K
2.33K $146K
Oct 25, 2023 Q3 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
525
+ 41.18%
$129K - $143K
1.8K $113K

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