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 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-836- 7.74% |
$206K - $228K
|
9.97K
$624K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-837- 4.81% |
$206K - $228K
|
16.6K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-838- 3.88% |
$206K - $228K
|
20.8K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-839- 4.01% |
$207K - $229K
|
20.1K
$1.26M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-862- 1.75% |
$212K - $235K
|
48.4K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-864- 13.16% |
$213K - $235K
|
5.7K
$357K
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-867- 2.08% |
$213K - $236K
|
40.9K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-885- 1.48% |
$218K - $241K
|
59K
$3.69M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-920- 1.63% |
$226K - $251K
|
55.6K
$3.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-935- 0.52% |
$230K - $255K
|
180K
$11.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-957- 2.86% |
$236K - $261K
|
32.5K
$2.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-958- 21.59% |
$236K - $261K
|
3.48K
$218K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-959- 3.31% |
$236K - $261K
|
28K
$1.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-964- 10.54% |
$237K - $263K
|
8.18K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-968- 1.15% |
$238K - $264K
|
83.5K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 6.54% |
$247K - $274K
|
14.4K
$899K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.01K- 7.97% |
$248K - $275K
|
11.6K
$729K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.06K- 29.23% |
$261K - $289K
|
2.57K
$161K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.07K- 19.0% |
$264K - $292K
|
4.58K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-1.1K- 22.16% |
$271K - $300K
|
3.87K
$242K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.1K- 21.16% |
$271K - $300K
|
4.11K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.15K- 5.5% |
$283K - $313K
|
19.7K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.16K- 15.57% |
$285K - $315K
|
6.27K
$393K
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
SELL
|
- |
-1.16K- 2.93% |
$286K - $317K
|
38.4K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.18K- 1.4% |
$290K - $321K
|
83K
$5.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.2K- 8.56% |
$294K - $326K
|
12.8K
$800K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-1.2K- 6.22% |
$295K - $326K
|
18K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.2K- 4.78% |
$296K - $327K
|
24K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.22K- 4.68% |
$300K - $332K
|
24.8K
$1.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.23K- 3.23% |
$302K - $334K
|
36.7K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 14.37% |
$303K - $335K
|
7.32K
$458K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.23K- 10.61% |
$303K - $336K
|
10.4K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.25K- 0.3% |
$306K - $339K
|
418K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.25K- 5.2% |
$307K - $339K
|
22.7K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.25K- 3.06% |
$309K - $342K
|
39.8K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.26K- 0.91% |
$309K - $342K
|
137K
$8.56M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.26K- 1.79% |
$310K - $343K
|
69.2K
$4.33M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.26K- 2.96% |
$310K - $343K
|
41.4K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.28K- 4.11% |
$314K - $348K
|
29.8K
$1.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.28K- 8.05% |
$316K - $349K
|
14.7K
$918K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 34.16% |
$320K - $354K
|
2.5K
$157K
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 6.09% |
$330K - $365K
|
20.7K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.35K- 1.4% |
$333K - $368K
|
95.1K
$5.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.36K- 12.31% |
$336K - $371K
|
9.71K
$608K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.37K- 57.3% |
$337K - $373K
|
1.02K
$63.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.4K- 2.54% |
$343K - $380K
|
53.6K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.4K- 15.13% |
$345K - $382K
|
7.87K
$492K
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.41K- 49.91% |
$347K - $384K
|
1.41K
$88.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.42K- 3.85% |
$350K - $387K
|
35.6K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.44K- 36.89% |
$355K - $393K
|
2.47K
$154K
|