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
Oct 10, 2023 Q3 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
2.95K
+ 10.08%
$727K - $804K
32.2K $2.03M
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
2.86K
+ 18.65%
$705K - $780K
18.2K $1.15M
Oct 12, 2023 Q3 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
2.81K
New
$692K - $766K
2.81K $177K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
2.8K
+ 3.69%
$690K - $763K
78.8K $4.96M
Nov 09, 2023 Q3 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
2.79K
New
$688K - $761K
2.79K $176K
Nov 13, 2023 Q3 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
2.79K
+ 72.16%
$687K - $761K
6.66K $419K
Oct 16, 2023 Q3 2023
Altus Wealth Management, LLC

BUY
 -
2.78K
+ 4.39%
$684K - $757K
66.1K $4.16M
Nov 02, 2023 Q3 2023
Pittenger & Anderson Inc

BUY
 -
2.78K
+ 9.25%
$683K - $756K
32.8K $2.06M
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

BUY
 -
2.76K
New
$679K - $752K
2.76K $174K
Oct 23, 2023 Q3 2023
Colton Groome Financial Advisors, LLC

BUY
 -
2.76K
+ 12.99%
$678K - $751K
24K $1.51M
Oct 24, 2023 Q3 2023
Spectrum Planning & Advisory Services Inc.

BUY
 -
2.7K
New
$665K - $736K
2.7K $170K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
2.69K
+ 3.21%
$661K - $732K
86.3K $5.43M
Oct 11, 2023 Q3 2023
Ffg Retirement Advisors LLC

Centennial, CO
BUY
 -
2.65K
New
$653K - $722K
2.65K $167K
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
2.65K
New
$653K - $722K
2.65K $167K
Oct 31, 2023 Q3 2023
First Interstate Bank

Billings, MT
BUY
 -
2.61K
+ 1.22%
$641K - $710K
216K $13.6M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
2.59K
+ 12.81%
$637K - $705K
22.8K $1.43M
Oct 27, 2023 Q3 2023
Dt Investment Partners, LLC

BUY
 -
2.58K
+ 2.38%
$636K - $704K
111K $6.99M
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
2.56K
+ 105.05%
$630K - $698K
5K $314K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.55K
+ 12.43%
$629K - $696K
23.1K $1.45M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
2.54K
+ 200.0%
$624K - $691K
3.8K $239K
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
2.52K
+ 3.16%
$621K - $687K
82.5K $5.19M
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
2.51K
+ 81.2%
$618K - $683K
5.6K $352K
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
2.46K
+ 10.1%
$607K - $671K
26.9K $1.69M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
2.46K
+ 23.29%
$604K - $669K
13K $818K
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
2.45K
+ 14.01%
$602K - $666K
19.9K $1.25M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.44K
+ 5.8%
$601K - $665K
44.5K $2.8M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
2.36K
+ 1205.61%
$582K - $644K
2.56K $161K
Oct 23, 2023 Q3 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
2.31K
+ 10.33%
$570K - $630K
24.7K $1.55M
Nov 14, 2023 Q3 2023
Campion Asset Management

BUY
 -
2.3K
+ 13.09%
$566K - $627K
19.9K $1.25M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.3K
+ 2.54%
$566K - $627K
92.8K $5.84M
Nov 13, 2023 Q3 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
2.28K
New
$561K - $621K
2.28K $143K
Nov 14, 2023 Q3 2023
Laird Norton Trust Company, LLC

BUY
 -
2.24K
New
$550K - $609K
2.24K $141K
Oct 31, 2023 Q3 2023
Resonant Capital Advisors, LLC

BUY
 -
2.22K
+ 2.14%
$547K - $606K
106K $6.68M
Oct 16, 2023 Q3 2023
Bristlecone Advisors, LLC

BUY
 -
2.22K
+ 2.62%
$546K - $604K
87.1K $5.48M
Nov 14, 2023 Q3 2023
Private Wealth Group, LLC

BUY
 -
2.21K
+ 42.78%
$544K - $602K
7.37K $464K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
2.21K
+ 199.1%
$543K - $601K
3.31K $208K
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
2.19K
New
$540K - $597K
2.19K $138K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
2.18K
+ 2.6%
$536K - $593K
85.9K $5.41M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
2.17K
New
$534K - $591K
2.17K $136K
Oct 19, 2023 Q3 2023
Ckw Financial Group

BUY
 -
2.16K
+ 1.4%
$532K - $589K
157K $9.89M
Nov 13, 2023 Q3 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
2.13K
New
$525K - $581K
2.13K $134K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
2.12K
+ 7.05%
$522K - $578K
32.2K $2.03M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.12K
New
$522K - $577K
2.12K $133K
Oct 27, 2023 Q3 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
2.12K
New
$521K - $577K
2.12K $133K
Aug 28, 2024 Q3 2023
Centennial Bank/Ar/

Conway, AR
BUY
 -
2.11K
+ 13.06%
$520K - $576K
18.3K $1.15M
Nov 14, 2023 Q3 2023
Zacks Investment Management

Chicago, IL
BUY
 -
2.11K
+ 5.14%
$519K - $574K
43.1K $2.71M
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
2.1K
+ 3.94%
$518K - $573K
55.4K $3.49M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
2.1K
+ 1.51%
$517K - $572K
142K $8.9M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
2.1K
New
$516K - $571K
2.1K $132K

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