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 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-547- 4.47% |
$135K - $149K
|
11.7K
$732K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-550- 23.4% |
$135K - $150K
|
1.8K
$113K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-554- 10.55% |
$136K - $151K
|
4.7K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-557- 3.82% |
$137K - $152K
|
14K
$878K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-567- 21.35% |
$140K - $154K
|
2.09K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-570- 4.44% |
$140K - $155K
|
12.3K
$767K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-572- 8.79% |
$141K - $156K
|
5.93K
$371K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-575- 37.68% |
$142K - $157K
|
951
$59.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-583- 5.34% |
$144K - $159K
|
10.3K
$648K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-585- 1.19% |
$144K - $159K
|
48.5K
$3.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-586- 1.94% |
$144K - $160K
|
29.6K
$1.85M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-587- 17.93% |
$144K - $160K
|
2.69K
$168K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-596- 6.15% |
$147K - $162K
|
9.09K
$569K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-598- 16.79% |
$147K - $163K
|
2.96K
$186K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-602- 7.84% |
$148K - $164K
|
7.07K
$443K
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-605- 1.25% |
$149K - $165K
|
47.7K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-608- 3.67% |
$150K - $166K
|
15.9K
$998K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-616- 2.06% |
$152K - $168K
|
29.3K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-617- 0.52% |
$152K - $168K
|
119K
$7.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-626- 3.72% |
$154K - $171K
|
16.2K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-636- 29.08% |
$157K - $173K
|
1.55K
$97.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-637- 0.14% |
$157K - $174K
|
456K
$28.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-639- 0.21% |
$157K - $174K
|
303K
$19M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-641- 7.0% |
$158K - $175K
|
8.52K
$534K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-642- 26.64% |
$158K - $175K
|
1.77K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-642- 2.64% |
$158K - $175K
|
23.7K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-659- 2.92% |
$162K - $180K
|
21.9K
$1.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-662- 1.05% |
$163K - $180K
|
62.1K
$3.89M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-675- 16.14% |
$166K - $184K
|
3.51K
$220K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-679- 2.28% |
$167K - $185K
|
29.1K
$1.82M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-685- 0.78% |
$169K - $187K
|
86.7K
$5.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-699- 34.76% |
$172K - $190K
|
1.31K
$82.1K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-707- 7.19% |
$174K - $193K
|
9.12K
$571K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-712- 4.82% |
$175K - $194K
|
14.1K
$880K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-741- 0.66% |
$182K - $202K
|
111K
$6.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-750- 1.29% |
$185K - $204K
|
57.4K
$3.59M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-755- 1.7% |
$186K - $206K
|
43.6K
$2.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-755- 5.59% |
$186K - $206K
|
12.8K
$798K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-771- 8.46% |
$190K - $210K
|
8.34K
$522K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-772- 38.83% |
$190K - $210K
|
1.22K
$76.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-775- 17.02% |
$191K - $211K
|
3.78K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-781- 1.27% |
$192K - $213K
|
60.9K
$3.81M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-783- 2.07% |
$193K - $213K
|
37K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-800- 0.62% |
$197K - $218K
|
129K
$8.08M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-804- 50.0% |
$198K - $219K
|
804
$50.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-805- 15.71% |
$198K - $219K
|
4.32K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-815- 0.67% |
$201K - $222K
|
121K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-816- 0.72% |
$201K - $222K
|
113K
$7.09M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-821- 22.54% |
$202K - $224K
|
2.82K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-831- 47.51% |
$205K - $226K
|
918
$57.5K
|