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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
6.56K+ 215.05% |
$1.61M - $1.79M
|
9.61K
$604K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.44K+ 5.91% |
$1.59M - $1.76M
|
116K
$7.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.41K+ 1326.92% |
$1.58M - $1.75M
|
6.89K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.41K+ 19.4% |
$1.58M - $1.75M
|
39.4K
$2.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.38K+ 664.2% |
$1.57M - $1.74M
|
7.34K
$462K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.37K+ 15.6% |
$1.57M - $1.74M
|
47.2K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.34K+ 533.25% |
$1.56M - $1.73M
|
7.52K
$473K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
6.27K+ 2.95% |
$1.54M - $1.71M
|
219K
$13.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
6.18KNew |
$1.52M - $1.68M
|
6.18K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6.18K+ 12.55% |
$1.52M - $1.68M
|
55.4K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.06K+ 1.85% |
$1.49M - $1.65M
|
333K
$21M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
6.02K+ 2.77% |
$1.48M - $1.64M
|
224K
$14.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
5.86KNew |
$1.44M - $1.6M
|
5.86K
$369K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.72K+ 132.85% |
$1.41M - $1.56M
|
10K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
5.72K+ 478.66% |
$1.41M - $1.56M
|
6.92K
$435K
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
5.7KNew |
$1.4M - $1.55M
|
5.7K
$359K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
5.69K+ 3.72% |
$1.4M - $1.55M
|
159K
$9.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
5.67K+ 2.59% |
$1.39M - $1.54M
|
224K
$14.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.58KNew |
$1.37M - $1.52M
|
5.58K
$351K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5.56KNew |
$1.37M - $1.51M
|
5.56K
$350K
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
5.49K+ 84.12% |
$1.35M - $1.49M
|
12K
$755K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.47K+ 35.31% |
$1.35M - $1.49M
|
21K
$1.32M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.4K+ 2.77% |
$1.33M - $1.47M
|
200K
$12.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.37KNew |
$1.32M - $1.46M
|
5.37K
$338K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.35K+ 1.81% |
$1.32M - $1.46M
|
300K
$18.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
5.35K+ 17.76% |
$1.32M - $1.46M
|
35.5K
$2.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.28K+ 3.1% |
$1.3M - $1.44M
|
176K
$11.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5.25KNew |
$1.29M - $1.43M
|
5.25K
$331K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.22K+ 114.89% |
$1.28M - $1.42M
|
9.75K
$614K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5.19K+ 27.16% |
$1.28M - $1.41M
|
24.3K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
BUY
|
- |
5.15K+ 60.43% |
$1.27M - $1.4M
|
13.7K
$860K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.15K+ 10.1% |
$1.27M - $1.4M
|
56.1K
$3.53M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.13K+ 625.37% |
$1.26M - $1.4M
|
5.95K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.12K+ 4.89% |
$1.26M - $1.4M
|
110K
$6.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.1K+ 0.75% |
$1.26M - $1.39M
|
686K
$43.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.01K+ 2.55% |
$1.23M - $1.37M
|
202K
$12.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.98K+ 2.86% |
$1.23M - $1.36M
|
179K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.98K+ 5.41% |
$1.23M - $1.36M
|
97.1K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.95K+ 23.33% |
$1.22M - $1.35M
|
26.2K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
4.93KNew |
$1.21M - $1.34M
|
4.93K
$310K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.92KNew |
$1.21M - $1.34M
|
4.92K
$309K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.91K+ 148.92% |
$1.21M - $1.34M
|
8.21K
$517K
|
|
|
Nov 01, 2023
Q3 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
4.86K+ 10.4% |
$1.2M - $1.32M
|
51.6K
$3.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.86K+ 8.09% |
$1.2M - $1.32M
|
65K
$4.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.76K+ 3.78% |
$1.17M - $1.3M
|
131K
$8.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73KNew |
$1.16M - $1.29M
|
4.73K
$298K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.72K+ 509.6% |
$1.16M - $1.29M
|
5.65K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.69K+ 3.28% |
$1.15M - $1.28M
|
147K
$9.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.66K+ 94.67% |
$1.15M - $1.27M
|
9.57K
$602K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
4.61K+ 4.39% |
$1.14M - $1.26M
|
110K
$6.91M
|