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 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
521
+ 11.92%
$128K - $142K
4.89K $306K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
517
+ 66.45%
$127K - $141K
1.3K $81.1K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
516
+ 0.91%
$127K - $141K
57.5K $3.6M
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
513
+ 2.85%
$126K - $140K
18.5K $1.16M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
510
+ 11.12%
$126K - $139K
5.1K $319K
Nov 13, 2023 Q3 2023
Lavaca Capital LLC

Houston, TX
BUY
 -
510
+ 51.52%
$126K - $139K
1.5K $93.9K
Nov 13, 2023 Q3 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
507
+ 28.68%
$125K - $138K
2.28K $142K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
506
+ 3.43%
$125K - $138K
15.3K $956K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
504
+ 28.49%
$124K - $137K
2.27K $142K
Nov 09, 2023 Q3 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
502
+ 4.29%
$124K - $137K
12.2K $763K
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
497
+ 32.89%
$122K - $135K
2.01K $126K
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
491
+ 1.0%
$121K - $134K
49.7K $3.11M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
487
+ 2.14%
$120K - $133K
23.2K $1.45M
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
481
+ 3.89%
$118K - $131K
12.8K $804K
Oct 19, 2023 Q3 2023
Hwg Holdings LP

Houston, TX
BUY
 -
477
+ 8.91%
$117K - $130K
5.83K $365K
Nov 15, 2023 Q3 2023
Ramirez Asset Management, Inc.

New York, NY
BUY
 -
475
New
$117K - $129K
475 $29.7K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
467
+ 33.4%
$115K - $127K
1.87K $117K
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
463
+ 0.8%
$114K - $126K
58.6K $3.67M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
462
+ 35.62%
$114K - $126K
1.76K $110K
Nov 06, 2023 Q3 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
458
+ 1.41%
$113K - $125K
33K $2.07M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
456
+ 86.2%
$112K - $124K
985 $61.7K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
456
New
$112K - $124K
456 $28.6K
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
455
+ 32.22%
$112K - $124K
1.87K $117K
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
453
+ 3.41%
$112K - $123K
13.7K $860K
Nov 14, 2023 Q3 2023
First Business Financial Services, Inc.

BUY
 -
452
+ 0.3%
$111K - $123K
150K $9.41M
Oct 18, 2023 Q3 2023
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
450
+ 0.91%
$111K - $123K
49.7K $3.11M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
448
+ 0.32%
$110K - $122K
142K $8.86M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
444
+ 1.87%
$109K - $121K
24.2K $1.52M
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
443
+ 1772.0%
$109K - $121K
468 $29.3K
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
418
+ 2.19%
$103K - $114K
19.5K $1.22M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
416
+ 8.42%
$102K - $113K
5.35K $335K
Nov 13, 2023 Q3 2023
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
415
+ 40.1%
$102K - $113K
1.45K $90.8K
Oct 18, 2023 Q3 2023
Next Capital Management LLC

BUY
 -
412
+ 5.04%
$101K - $112K
8.59K $538K
Nov 06, 2023 Q3 2023
Gyl Financial Synergies, LLC

BUY
 -
404
+ 1.97%
$99.4K - $110K
20.9K $1.31M
Oct 10, 2023 Q3 2023
Bank Of New Hampshire

BUY
 -
403
+ 4.43%
$99.2K - $110K
9.5K $595K
Nov 08, 2023 Q3 2023
Better Money Decisions, LLC

BUY
 -
403
+ 1.72%
$99.2K - $110K
23.8K $1.49M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
401
+ 2.85%
$98.7K - $109K
14.5K $905K
Nov 06, 2023 Q3 2023
Clarity Wealth Advisors, LLC

BUY
 -
400
+ 0.98%
$98.5K - $109K
41.4K $2.59M
Nov 13, 2023 Q3 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
393
+ 0.98%
$96.7K - $107K
40.3K $2.52M
Nov 03, 2023 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
389
+ 15.42%
$95.8K - $106K
2.91K $182K
Mar 13, 2024 Q3 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
389
+ 15.42%
$95.8K - $106K
2.91K $182K
Nov 07, 2023 Q3 2023
Ledyard National Bank

BUY
 -
386
+ 9.15%
$95K - $105K
4.6K $288K
Dec 18, 2023 Q3 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
386
+ 0.24%
$95K - $105K
160K $10M
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
385
New
$94.8K - $105K
385 $24.1K
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

BUY
 -
380
+ 36.64%
$93.5K - $104K
1.42K $88.7K
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
374
+ 0.82%
$92.1K - $102K
46.2K $2.89M
Oct 20, 2023 Q3 2023
Hemington Wealth Management

BUY
 -
373
+ 29.12%
$91.8K - $102K
1.65K $104K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
372
+ 3.54%
$91.6K - $101K
10.9K $681K
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
370
+ 34.32%
$91.1K - $101K
1.45K $90.7K

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