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 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-109- 1.61% |
$26.8K - $29.7K
|
6.65K
$417K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-110- 0.13% |
$27.1K - $30K
|
81.7K
$5.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-111- 1.12% |
$27.3K - $30.2K
|
9.84K
$616K
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-112- 10.62% |
$27.6K - $30.5K
|
943
$59.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-114- 1.65% |
$28.1K - $31.1K
|
6.8K
$426K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-115- 2.63% |
$28.3K - $31.3K
|
4.25K
$266K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-117- 0.27% |
$28.8K - $31.9K
|
43.7K
$2.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-117- 12.51% |
$28.8K - $31.9K
|
818
$51.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-117- 0.61% |
$28.8K - $31.9K
|
19K
$1.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-119- 4.76% |
$29.3K - $32.4K
|
2.38K
$149K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 4.06% |
$29.5K - $32.7K
|
2.83K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-121- 3.3% |
$29.8K - $33K
|
3.55K
$223K
|
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-122- 1.5% |
$30K - $33.2K
|
8.01K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-124- 0.98% |
$30.5K - $33.8K
|
12.5K
$782K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-125- 4.06% |
$30.8K - $34.1K
|
2.95K
$185K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-125- 1.08% |
$30.8K - $34.1K
|
11.5K
$720K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-125- 1.38% |
$30.8K - $34.1K
|
8.94K
$560K
|
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-126- 3.41% |
$31K - $34.3K
|
3.57K
$224K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-126- 6.07% |
$31K - $34.3K
|
1.95K
$122K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-127- 0.35% |
$31.3K - $34.6K
|
35.7K
$2.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-132- 6.5% |
$32.5K - $36K
|
1.9K
$119K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-133- 2.05% |
$32.7K - $36.2K
|
6.37K
$399K
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-134- 0.51% |
$33K - $36.5K
|
26.3K
$1.65M
|
|
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-134- 2.24% |
$33K - $36.5K
|
5.86K
$367K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-135- 1.2% |
$33.2K - $36.8K
|
11.1K
$695K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-135- 2.01% |
$33.2K - $36.8K
|
6.58K
$412K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-135- 8.35% |
$33.2K - $36.8K
|
1.48K
$92.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-136- 6.09% |
$33.5K - $37K
|
2.1K
$132K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-137- 1.65% |
$33.7K - $37.3K
|
8.17K
$512K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-146- 6.88% |
$35.9K - $39.8K
|
1.98K
$124K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-147- 3.64% |
$36.2K - $40K
|
3.89K
$244K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-148- 0.68% |
$36.4K - $40.3K
|
21.7K
$1.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-148- 1.83% |
$36.4K - $40.3K
|
7.92K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-148- 6.95% |
$36.4K - $40.3K
|
1.98K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-148- 0.3% |
$36.4K - $40.3K
|
49.3K
$3.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-150- 39.68% |
$36.9K - $40.9K
|
228
$14.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-150- 10.21% |
$36.9K - $40.9K
|
1.32K
$82.6K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-151- 2.07% |
$37.2K - $41.1K
|
7.16K
$449K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-151- 0.5% |
$37.2K - $41.1K
|
30K
$1.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-151- 1.68% |
$37.2K - $41.1K
|
8.84K
$554K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-152- 3.82% |
$37.4K - $41.4K
|
3.83K
$240K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-153- 11.95% |
$37.7K - $41.7K
|
1.13K
$70.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-154- 7.52% |
$37.9K - $41.9K
|
1.89K
$119K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-154- 5.87% |
$37.9K - $41.9K
|
2.47K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-154- 0.01% |
$37.9K - $41.9K
|
1.25M
$78.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-154- 4.68% |
$37.9K - $41.9K
|
3.14K
$197K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-155- 5.25% |
$38.2K - $42.2K
|
2.8K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-156- 3.01% |
$38.4K - $42.5K
|
5.02K
$315K
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-157- 4.03% |
$38.6K - $42.8K
|
3.74K
$234K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-159- 7.53% |
$39.1K - $43.3K
|
1.95K
$122K
|