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
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-350- 11.58% |
$86.2K - $95.3K
|
2.67K
$167K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-365- 2.01% |
$89.8K - $99.4K
|
17.8K
$1.11M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-367- 10.95% |
$90.3K - $100K
|
2.99K
$187K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-370- 26.7% |
$91.1K - $101K
|
1.02K
$63.6K
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-370- 7.49% |
$91.1K - $101K
|
4.57K
$286K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-371- 4.54% |
$91.3K - $101K
|
7.8K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-372- 1.12% |
$91.6K - $101K
|
32.8K
$2.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-375- 3.27% |
$92.3K - $102K
|
11.1K
$694K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-380- 8.89% |
$93.5K - $104K
|
3.89K
$244K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-380- 5.03% |
$93.5K - $104K
|
7.17K
$449K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-382- 26.47% |
$94K - $104K
|
1.06K
$66.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-389- 0.19% |
$95.8K - $106K
|
200K
$12.5M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-390- 1.22% |
$96K - $106K
|
31.6K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-394- 17.46% |
$97K - $107K
|
1.86K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-394- 0.44% |
$97K - $107K
|
89.1K
$5.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-396- 14.76% |
$97.5K - $108K
|
2.29K
$143K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-397- 2.43% |
$97.7K - $108K
|
15.9K
$996K
|
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-400- 27.91% |
$98.5K - $109K
|
1.03K
$64.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-419- 1.62% |
$103K - $114K
|
25.5K
$1.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-419- 12.49% |
$103K - $114K
|
2.94K
$184K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-421- 26.26% |
$104K - $115K
|
1.18K
$74K
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-439- 13.65% |
$108K - $120K
|
2.78K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-439- 23.87% |
$108K - $120K
|
1.4K
$87.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-440- 9.88% |
$108K - $120K
|
4.01K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-442- 0.87% |
$109K - $120K
|
50.4K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-446- 2.99% |
$110K - $121K
|
14.5K
$906K
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-447- 7.35% |
$110K - $122K
|
5.63K
$353K
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-448- 0.19% |
$110K - $122K
|
231K
$14.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-454- 0.72% |
$112K - $124K
|
62.2K
$3.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-458- 2.1% |
$113K - $125K
|
21.4K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-463- 16.24% |
$114K - $126K
|
2.39K
$150K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-477- 5.62% |
$117K - $130K
|
8.01K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-485- 13.09% |
$119K - $132K
|
3.22K
$202K
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-486- 2.19% |
$120K - $132K
|
21.7K
$1.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-490- 6.52% |
$121K - $133K
|
7.02K
$440K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-491- 7.99% |
$121K - $134K
|
5.65K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-492- 1.68% |
$121K - $134K
|
28.7K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-493- 5.98% |
$121K - $134K
|
7.76K
$486K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-496- 1.03% |
$122K - $135K
|
47.6K
$2.98M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-500- 12.24% |
$123K - $136K
|
3.59K
$224K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-502- 5.08% |
$124K - $137K
|
9.37K
$587K
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-510- 20.15% |
$126K - $139K
|
2.02K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-512- 3.48% |
$126K - $139K
|
14.2K
$889K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-513- 14.93% |
$126K - $140K
|
2.92K
$183K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-514- 2.41% |
$127K - $140K
|
20.8K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-521- 2.25% |
$128K - $142K
|
22.6K
$1.42M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-524- 3.02% |
$129K - $143K
|
16.8K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-533- 3.47% |
$131K - $145K
|
14.8K
$929K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-535- 31.2% |
$132K - $146K
|
1.18K
$73.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-540- 0.82% |
$133K - $147K
|
65.4K
$4.09M
|