Purchases and Sales Made in Q3 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 13, 2023 Q3 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
10.8K
+ 152.69%
$2.67M - $2.95M
17.9K $1.13M
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
10.6K
+ 389.15%
$2.61M - $2.89M
13.3K $839K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
10.5K
+ 3103.83%
$2.59M - $2.87M
10.9K $683K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
10.4K
+ 56.74%
$2.55M - $2.82M
28.6K $1.8M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
10.4K
+ 56.74%
$2.55M - $2.82M
28.6K $1.8M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
9.98K
+ 8.32%
$2.46M - $2.72M
130K $8.17M
Nov 14, 2023 Q3 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
9.94K
+ 7.79%
$2.45M - $2.71M
138K $8.66M
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
9.84K
+ 20.15%
$2.42M - $2.68M
58.7K $3.69M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
9.83K
+ 110.89%
$2.42M - $2.68M
18.7K $1.18M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
9.82K
+ 43.8%
$2.42M - $2.67M
32.2K $2.03M
Jun 20, 2024 Q3 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
9.75K
+ 29.94%
$2.4M - $2.66M
42.3K $2.66M
Oct 31, 2023 Q3 2023
Sharkey, Howes & Javer

BUY
 -
9.75K
+ 330.22%
$2.4M - $2.66M
12.7K $799K
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
9.74K
+ 1217.38%
$2.4M - $2.65M
10.5K $663K
Nov 13, 2023 Q3 2023
Element Pointe Advisors, LLC

Miami, FL
BUY
 -
9.74K
+ 27.33%
$2.4M - $2.65M
45.4K $2.85M
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

BUY
 -
9.67K
New
$2.38M - $2.63M
9.67K $608K
Oct 16, 2023 Q3 2023
One Advisory Partners, LLC

BUY
 -
9.53K
New
$2.35M - $2.6M
9.53K $600K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
9.51K
+ 110.83%
$2.34M - $2.59M
18.1K $1.14M
Nov 14, 2023 Q3 2023
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
9.18K
New
$2.26M - $2.5M
9.18K $577K
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
8.95K
+ 3.87%
$2.2M - $2.44M
240K $15.1M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
8.47K
+ 10.73%
$2.08M - $2.31M
87.4K $5.5M
Nov 07, 2023 Q3 2023
Keystone Financial Services

BUY
 -
8.46K
New
$2.08M - $2.31M
8.46K $532K
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
8.4K
+ 7.19%
$2.07M - $2.29M
125K $7.88M
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
8.38K
+ 5.36%
$2.06M - $2.28M
165K $10.4M
Oct 18, 2023 Q3 2023
Cahaba Wealth Management, Inc.

BUY
 -
8.32K
+ 2.66%
$2.05M - $2.27M
321K $20.2M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
8.25K
+ 99.55%
$2.03M - $2.25M
16.5K $1.04M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
8.07K
New
$1.99M - $2.2M
8.07K $508K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
7.94K
+ 26.06%
$1.96M - $2.16M
38.4K $2.42M
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
7.92K
+ 10.49%
$1.95M - $2.16M
83.5K $5.25M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
7.86K
+ 92.25%
$1.93M - $2.14M
16.4K $1.03M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
7.85K
New
$1.93M - $2.14M
7.85K $494K
Nov 15, 2023 Q3 2023
Crestwood Advisors Group LLC

BUY
 -
7.8K
+ 73.99%
$1.92M - $2.13M
18.4K $1.15M
Oct 27, 2023 Q3 2023
Bordeaux Wealth Advisors LLC

BUY
 -
7.72K
+ 38.42%
$1.9M - $2.1M
27.8K $1.75M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
7.7K
+ 111.75%
$1.89M - $2.1M
14.6K $918K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
7.62K
+ 126.48%
$1.88M - $2.08M
13.7K $859K
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
7.47K
+ 14.16%
$1.84M - $2.03M
60.2K $3.79M
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
7.38K
+ 63.08%
$1.82M - $2.01M
19.1K $1.2M
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

BUY
 -
7.36K
+ 4.09%
$1.81M - $2M
187K $11.8M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
7.28K
+ 3.21%
$1.79M - $1.98M
234K $14.7M
Nov 14, 2023 Q3 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
7.28K
+ 31.99%
$1.79M - $1.98M
30K $1.89M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
7.28K
+ 1823.31%
$1.79M - $1.98M
7.67K $483K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
7.21K
+ 5.44%
$1.77M - $1.96M
140K $8.78M
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
6.88K
+ 6200.0%
$1.69M - $1.87M
6.99K $440K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

BUY
 -
6.82K
+ 23.79%
$1.68M - $1.86M
35.5K $2.23M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
6.77K
+ 10.76%
$1.67M - $1.84M
69.7K $4.38M
Oct 13, 2023 Q3 2023
Cypress Wealth Services, LLC

BUY
 -
6.7K
+ 712.98%
$1.65M - $1.83M
7.64K $481K
Oct 31, 2023 Q3 2023
Vantagepoint Investment Advisers LLC

BUY
 -
6.7K
+ 11.26%
$1.65M - $1.83M
66.2K $4.16M
Nov 01, 2023 Q3 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
6.67K
+ 111.29%
$1.64M - $1.82M
12.7K $796K
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
6.62K
+ 690.2%
$1.63M - $1.8M
7.58K $477K
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
6.6K
+ 1.87%
$1.63M - $1.8M
359K $22.6M

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