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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-160- 11.64% |
$39.4K - $43.6K
|
1.21K
$76K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-161- 4.1% |
$39.6K - $43.9K
|
3.77K
$236K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-161- 1.0% |
$39.6K - $43.9K
|
16K
$999K
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-163- 1.54% |
$40.1K - $44.4K
|
10.5K
$654K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-163- 0.43% |
$40.1K - $44.4K
|
37.5K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-164- 0.39% |
$40.4K - $44.7K
|
41.8K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-168- 0.18% |
$41.4K - $45.8K
|
93.9K
$5.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-171- 1.49% |
$42.1K - $46.6K
|
11.3K
$708K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-176- 2.56% |
$43.3K - $47.9K
|
6.69K
$419K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-177- 3.13% |
$43.6K - $48.2K
|
5.48K
$343K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-177- 3.11% |
$43.6K - $48.2K
|
5.51K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-177- 0.62% |
$43.6K - $48.2K
|
28.6K
$1.79M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-177- 1.38% |
$43.6K - $48.2K
|
12.7K
$793K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-178- 9.84% |
$43.8K - $48.5K
|
1.63K
$102K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-181- 0.6% |
$44.6K - $49.3K
|
29.9K
$1.87M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-182- 3.98% |
$44.8K - $49.6K
|
4.39K
$275K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-183- 9.59% |
$45K - $49.8K
|
1.73K
$108K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-185- 10.78% |
$45.5K - $50.4K
|
1.53K
$95.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-187- 11.07% |
$46K - $50.9K
|
1.5K
$94.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-187- 0.16% |
$46K - $50.9K
|
120K
$7.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-188- 0.09% |
$46.3K - $51.2K
|
200K
$12.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-189- 3.07% |
$46.5K - $51.5K
|
5.97K
$373K
|
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-190- 5.27% |
$46.8K - $51.8K
|
3.41K
$214K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-190- 81.9% |
$46.8K - $51.8K
|
42
$2.63K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-193- 18.04% |
$47.5K - $52.6K
|
877
$54.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-194- 2.75% |
$47.8K - $52.8K
|
6.87K
$430K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-195- 3.33% |
$48K - $53.1K
|
5.66K
$355K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-198- 6.43% |
$48.7K - $53.9K
|
2.88K
$180K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-199- 0.88% |
$49K - $54.2K
|
22.4K
$1.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.36% |
$49.2K - $54.5K
|
5.76K
$360K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-202- 4.53% |
$49.7K - $55K
|
4.26K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-204- 2.53% |
$50.2K - $55.6K
|
7.87K
$493K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-205- 7.25% |
$50.5K - $55.8K
|
2.62K
$164K
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-205- 0.38% |
$50.5K - $55.8K
|
53.2K
$3.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-206- 0.65% |
$50.7K - $56.1K
|
31.6K
$1.98M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-209- 0.39% |
$51.4K - $56.9K
|
53K
$3.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-210- 3.66% |
$51.7K - $57.2K
|
5.53K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-211- 6.43% |
$51.9K - $57.5K
|
3.07K
$192K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-212- 7.92% |
$52.2K - $57.7K
|
2.47K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-214- 0.35% |
$52.7K - $58.3K
|
61.8K
$3.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-215- 1.38% |
$52.9K - $58.6K
|
15.4K
$962K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-222- 7.75% |
$54.6K - $60.5K
|
2.64K
$165K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-223- 1.7% |
$54.9K - $60.7K
|
12.9K
$805K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-226- 3.92% |
$55.6K - $61.6K
|
5.54K
$347K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-228- 7.58% |
$56.1K - $62.1K
|
2.78K
$174K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-231- 6.85% |
$56.9K - $62.9K
|
3.14K
$197K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-235- 0.69% |
$57.8K - $64K
|
33.9K
$2.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-236- 3.71% |
$58.1K - $64.3K
|
6.12K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-237- 6.22% |
$58.3K - $64.6K
|
3.57K
$224K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-237- 0.74% |
$58.3K - $64.6K
|
31.6K
$1.98M
|