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
|
Cypress Capital Group
|
BUY
|
- |
18.8K+ 219.96% |
$4.62M - $5.11M
|
27.3K
$1.72M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
18.7KNew |
$4.61M - $5.1M
|
18.7K
$1.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
18.6K+ 19.09% |
$4.58M - $5.06M
|
116K
$7.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
18.4KNew |
$4.53M - $5.02M
|
18.4K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 5.37% |
$4.49M - $4.97M
|
358K
$22.5M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
18.1K+ 31.48% |
$4.46M - $4.94M
|
75.7K
$4.76M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
18K+ 7.34% |
$4.44M - $4.91M
|
264K
$16.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
17.1KNew |
$4.22M - $4.67M
|
17.1K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
16.9K+ 64.43% |
$4.15M - $4.6M
|
43.1K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
16.6KNew |
$4.09M - $4.52M
|
16.6K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 75.6% |
$4.07M - $4.5M
|
38.4K
$2.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.5K+ 14.8% |
$4.06M - $4.5M
|
128K
$8.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5K+ 10.87% |
$4.05M - $4.48M
|
168K
$10.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$3.98M - $4.4M
|
16.2K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
16K+ 581.78% |
$3.93M - $4.35M
|
18.7K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
15.8KNew |
$3.89M - $4.3M
|
15.8K
$994K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15.8K+ 5.89% |
$3.89M - $4.3M
|
284K
$17.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15.1KNew |
$3.72M - $4.12M
|
15.1K
$951K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
14.9K+ 30.92% |
$3.68M - $4.07M
|
63.3K
$3.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.6K+ 23.5% |
$3.59M - $3.97M
|
76.6K
$4.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
14.5KNew |
$3.58M - $3.96M
|
14.5K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
14.4K+ 2326.49% |
$3.54M - $3.92M
|
15K
$945K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
14.3K+ 4.01% |
$3.52M - $3.9M
|
371K
$23.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
14.1KNew |
$3.46M - $3.83M
|
14.1K
$884K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14K+ 8.5% |
$3.45M - $3.82M
|
179K
$11.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.7K+ 16.68% |
$3.38M - $3.74M
|
96K
$6.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13.4K+ 4.11% |
$3.3M - $3.65M
|
339K
$21.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.4KNew |
$3.3M - $3.65M
|
13.4K
$843K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$3.25M - $3.6M
|
13.2K
$830K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 7.42% |
$3.24M - $3.59M
|
191K
$12M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13K+ 2.82% |
$3.21M - $3.55M
|
475K
$29.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
12.8K+ 284.41% |
$3.16M - $3.49M
|
17.3K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.7KNew |
$3.13M - $3.46M
|
12.7K
$800K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12.7K+ 14.24% |
$3.12M - $3.45M
|
102K
$6.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 94.51% |
$3.1M - $3.43M
|
25.9K
$1.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
12.5KNew |
$3.06M - $3.39M
|
12.5K
$783K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.4K+ 20.67% |
$3.06M - $3.38M
|
72.5K
$4.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
12.2K+ 2.21% |
$2.99M - $3.31M
|
564K
$35.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12K+ 6.43% |
$2.96M - $3.27M
|
199K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
12KNew |
$2.96M - $3.27M
|
12K
$756K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.9K+ 57.96% |
$2.94M - $3.25M
|
32.5K
$2.05M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
11.7KNew |
$2.89M - $3.19M
|
11.7K
$737K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11.7KNew |
$2.88M - $3.19M
|
11.7K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
11.5KNew |
$2.84M - $3.14M
|
11.5K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.5K+ 4.22% |
$2.84M - $3.14M
|
285K
$17.9M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11.2K+ 519.58% |
$2.76M - $3.05M
|
13.4K
$840K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.1K+ 696.11% |
$2.73M - $3.02M
|
12.7K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11K+ 1.78% |
$2.71M - $2.99M
|
629K
$39.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11K+ 1226.34% |
$2.7M - $2.99M
|
11.9K
$748K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.8K+ 4.33% |
$2.67M - $2.95M
|
262K
$16.5M
|