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 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.59K+ 22.83% |
$1.13M - $1.25M
|
24.7K
$1.55M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.59K+ 3.38% |
$1.13M - $1.25M
|
140K
$8.82M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.58K+ 29.55% |
$1.13M - $1.25M
|
20.1K
$1.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
4.55K+ 2.23% |
$1.12M - $1.24M
|
209K
$13.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.52K+ 14.2% |
$1.11M - $1.23M
|
36.3K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.51K+ 8.63% |
$1.11M - $1.23M
|
56.8K
$3.57M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.47K+ 50.01% |
$1.1M - $1.22M
|
13.4K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.44K+ 3.34% |
$1.09M - $1.21M
|
137K
$8.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.42KNew |
$1.09M - $1.21M
|
4.42K
$278K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.39K+ 281.24% |
$1.08M - $1.2M
|
5.96K
$375K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.36K+ 32.78% |
$1.07M - $1.19M
|
17.7K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
BUY
|
- |
4.29K+ 45.71% |
$1.06M - $1.17M
|
13.7K
$860K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4.26KNew |
$1.05M - $1.16M
|
4.26K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.14K+ 7.28% |
$1.02M - $1.13M
|
61.1K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.09K+ 11.14% |
$1.01M - $1.12M
|
40.9K
$2.57M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
4.08KNew |
$1M - $1.11M
|
4.08K
$256K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.98K+ 16.51% |
$978K - $1.08M
|
28.1K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
3.96K+ 3.15% |
$975K - $1.08M
|
130K
$8.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.95KNew |
$972K - $1.08M
|
3.95K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.86K+ 34.24% |
$950K - $1.05M
|
15.1K
$952K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.72K+ 57.36% |
$915K - $1.01M
|
10.2K
$641K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 19.3% |
$911K - $1.01M
|
22.9K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
3.69K+ 75.27% |
$909K - $1.01M
|
8.6K
$541K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.63K+ 3.3% |
$893K - $988K
|
114K
$7.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.54K+ 11.82% |
$871K - $963K
|
33.5K
$2.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.53K+ 2.75% |
$870K - $963K
|
132K
$8.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.53K+ 3.85% |
$870K - $962K
|
95.3K
$6M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
3.52KNew |
$867K - $960K
|
3.52K
$222K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.51K+ 23.02% |
$865K - $957K
|
18.8K
$1.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.51K+ 5.76% |
$863K - $955K
|
64.4K
$4.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
3.5KNew |
$861K - $953K
|
3.5K
$220K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.47K+ 40.96% |
$855K - $946K
|
11.9K
$752K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.46K+ 1573.64% |
$852K - $943K
|
3.68K
$232K
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.41K+ 8.91% |
$839K - $929K
|
41.7K
$2.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.41K+ 207.05% |
$839K - $928K
|
5.05K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.39K+ 36.36% |
$834K - $923K
|
12.7K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.35K+ 28.32% |
$824K - $911K
|
15.2K
$954K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
3.3K+ 7.98% |
$811K - $898K
|
44.6K
$2.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.27K+ 2.84% |
$805K - $891K
|
118K
$7.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
3.21K+ 1.18% |
$789K - $873K
|
274K
$17.2M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.18K+ 103.92% |
$783K - $866K
|
6.24K
$392K
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3.18KNew |
$782K - $865K
|
3.18K
$200K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.15K+ 1.8% |
$774K - $857K
|
178K
$11.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.09KNew |
$760K - $841K
|
3.09K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.07K+ 2.93% |
$755K - $836K
|
108K
$6.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.06K+ 2.59% |
$753K - $834K
|
121K
$7.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
2.99K+ 2.39% |
$736K - $814K
|
128K
$8.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.99KNew |
$735K - $814K
|
2.99K
$188K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.99K+ 14.23% |
$735K - $813K
|
24K
$1.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.97K+ 20.52% |
$731K - $809K
|
17.4K
$1.1M
|