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 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
370+ 2.23% |
$91.1K - $101K
|
16.9K
$1.11M
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
368+ 4.9% |
$90.6K - $100K
|
7.88K
$516K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
361+ 1.4% |
$88.9K - $98.3K
|
26.1K
$1.71M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
355+ 2.38% |
$87.4K - $96.7K
|
15.3K
$1M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
354+ 0.6% |
$87.1K - $96.4K
|
59.4K
$3.89M
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
352+ 21.99% |
$86.6K - $95.9K
|
1.95K
$128K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
347New |
$85.4K - $94.5K
|
347
$22.7K
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
345+ 6.23% |
$84.9K - $94K
|
5.88K
$385K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
343+ 37.4% |
$84.4K - $93.4K
|
1.26K
$82.5K
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
343+ 1.93% |
$84.4K - $93.4K
|
18.2K
$1.19M
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
338New |
$83.2K - $92.1K
|
338
$22.1K
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
334+ 26.36% |
$82.2K - $91K
|
1.6K
$105K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
333+ 1.85% |
$82K - $90.7K
|
18.3K
$1.2M
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
332+ 1.45% |
$81.7K - $90.4K
|
23.2K
$1.52M
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
330+ 1.47% |
$81.2K - $89.9K
|
22.8K
$1.49M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
324+ 37.16% |
$79.8K - $88.3K
|
1.2K
$78.3K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
324+ 15.23% |
$79.8K - $88.3K
|
2.45K
$161K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
323+ 0.38% |
$79.5K - $88K
|
86K
$5.63M
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
320+ 4.68% |
$78.8K - $87.2K
|
7.15K
$468K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
317+ 33.58% |
$78K - $86.4K
|
1.26K
$82.6K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
313+ 15.18% |
$77K - $85.3K
|
2.38K
$156K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
307+ 1.85% |
$75.6K - $83.6K
|
16.9K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
305+ 0.5% |
$75.1K - $83.1K
|
61.8K
$4.05M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
300+ 2.58% |
$73.8K - $81.7K
|
11.9K
$782K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
295+ 1.26% |
$72.6K - $80.4K
|
23.7K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
295+ 1.32% |
$72.6K - $80.4K
|
22.7K
$1.48M
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
293+ 1.1% |
$72.1K - $79.8K
|
26.9K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
288+ 0.88% |
$70.9K - $78.5K
|
32.9K
$2.15M
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
287+ 29.77% |
$70.6K - $78.2K
|
1.25K
$81.9K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
285+ 2.34% |
$70.2K - $77.6K
|
12.5K
$818K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
285+ 29.44% |
$70.2K - $77.6K
|
1.25K
$82K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
278+ 2.37% |
$68.4K - $75.7K
|
12K
$785K
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
277+ 11.46% |
$68.2K - $75.5K
|
2.7K
$176K
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
275New |
$67.7K - $74.9K
|
275
$18K
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
272+ 1.01% |
$67K - $74.1K
|
27.3K
$1.79M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
268+ 8.97% |
$66K - $73K
|
3.26K
$213K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
268+ 4.37% |
$66K - $73K
|
6.4K
$419K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
265+ 0.13% |
$65.2K - $72.2K
|
200K
$13.1M
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
260+ 0.17% |
$64K - $70.8K
|
155K
$10.1M
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
260+ 9.19% |
$64K - $70.8K
|
3.09K
$202K
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
258+ 0.65% |
$63.5K - $70.3K
|
39.9K
$2.61M
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
257+ 1.47% |
$63.3K - $70K
|
17.7K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
BUY
|
- |
257+ 0.71% |
$63.3K - $70K
|
36.6K
$2.4M
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
256+ 0.58% |
$63K - $69.7K
|
44.2K
$2.89M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
256+ 2.18% |
$63K - $69.7K
|
12K
$787K
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
254+ 5.34% |
$62.5K - $69.2K
|
5.01K
$328K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
246+ 3.4% |
$60.6K - $67K
|
7.48K
$490K
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
244+ 1.31% |
$60.1K - $66.5K
|
18.8K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
244+ 5.6% |
$60.1K - $66.5K
|
4.6K
$301K
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
244+ 12.21% |
$60.1K - $66.5K
|
2.24K
$147K
|