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 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.45K- 0.77% |
$356K - $394K
|
188K
$11.7M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-1.49K- 2.85% |
$368K - $407K
|
50.9K
$3.19M
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.51K- 13.51% |
$370K - $410K
|
9.63K
$603K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.51K- 2.76% |
$372K - $412K
|
53.3K
$3.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.52K- 10.61% |
$374K - $414K
|
12.8K
$802K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.54K- 21.96% |
$378K - $418K
|
5.46K
$342K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.58K- 9.99% |
$390K - $431K
|
14.3K
$893K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.59K- 5.38% |
$391K - $432K
|
27.9K
$1.75M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.59K- 1.68% |
$392K - $434K
|
93.2K
$5.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-1.6K- 56.88% |
$393K - $434K
|
1.21K
$75.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-1.62K- 15.97% |
$398K - $441K
|
8.51K
$533K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.66K- 3.21% |
$408K - $452K
|
50.1K
$3.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-1.68K- 0.72% |
$413K - $457K
|
232K
$14.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.7K- 13.29% |
$418K - $463K
|
11.1K
$694K
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.7K- 0.48% |
$418K - $463K
|
355K
$22.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.71K- 3.37% |
$420K - $465K
|
48.9K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.73K- 22.49% |
$425K - $470K
|
5.95K
$373K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.73K- 10.76% |
$427K - $472K
|
14.4K
$900K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.76K- 0.57% |
$434K - $480K
|
306K
$19.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.77K- 5.54% |
$436K - $483K
|
30.2K
$1.89M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.81K- 31.49% |
$446K - $494K
|
3.94K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.89K- 0.58% |
$466K - $516K
|
323K
$20.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.95K- 4.14% |
$479K - $530K
|
45.1K
$2.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.96K- 2.64% |
$483K - $534K
|
72.5K
$4.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.99K- 8.87% |
$490K - $542K
|
20.4K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-1.99K- 2.77% |
$490K - $542K
|
70K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 3.93% |
$498K - $551K
|
49.4K
$3.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.05K- 9.64% |
$505K - $559K
|
19.2K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.08K- 29.15% |
$511K - $565K
|
5.04K
$316K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-2.1K- 1.99% |
$517K - $572K
|
103K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.12K- 0.61% |
$521K - $577K
|
344K
$21.5M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.2K- 27.96% |
$541K - $598K
|
5.66K
$354K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.22K- 1.81% |
$546K - $604K
|
120K
$7.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2.22K- 17.26% |
$547K - $606K
|
10.7K
$668K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.27K- 1.91% |
$558K - $617K
|
116K
$7.27M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.27K- 19.33% |
$559K - $618K
|
9.47K
$593K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.28K- 1.02% |
$562K - $622K
|
221K
$13.8M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-2.32K- 3.22% |
$570K - $631K
|
69.6K
$4.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.34K- 0.96% |
$577K - $638K
|
242K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.35K- 28.81% |
$578K - $640K
|
5.8K
$363K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-2.37K- 3.32% |
$583K - $645K
|
69K
$4.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.4K- 1.14% |
$591K - $654K
|
207K
$13M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.42K- 75.37% |
$596K - $660K
|
792
$49.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.49K- 16.19% |
$612K - $677K
|
12.9K
$805K
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-2.66K- 71.99% |
$655K - $725K
|
1.04K
$64.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.67K- 5.91% |
$657K - $728K
|
42.5K
$2.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.68K- 48.29% |
$660K - $730K
|
2.87K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.74K- 11.74% |
$675K - $747K
|
20.6K
$1.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-2.79K- 22.61% |
$687K - $760K
|
9.55K
$598K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.83K- 3.66% |
$696K - $770K
|
74.4K
$4.66M
|