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 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
1.57K
+ 2.2%
$387K - $429K
73.2K $4.61M
Nov 07, 2023 Q3 2023
Encompass Wealth Advisors, LLC

BUY
 -
1.55K
+ 4.57%
$382K - $423K
35.6K $2.24M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
1.55K
+ 54.67%
$382K - $423K
4.39K $276K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
1.55K
+ 1.09%
$380K - $421K
144K $9.05M
Nov 02, 2023 Q3 2023
Compass Ion Advisors, LLC

BUY
 -
1.54K
New
$380K - $420K
1.54K $97.1K
Nov 09, 2023 Q3 2023
Truepoint, Inc.

BUY
 -
1.54K
+ 16.15%
$378K - $418K
11K $695K
Oct 16, 2023 Q3 2023
Enterprise Bank & Trust CO

BUY
 -
1.54K
+ 1.6%
$378K - $418K
97.7K $6.15M
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
1.53K
+ 21.2%
$377K - $417K
8.76K $551K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.53K
+ 3.42%
$377K - $417K
46.3K $2.91M
Nov 17, 2023 Q3 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
1.52K
+ 10.75%
$373K - $413K
15.6K $982K
Nov 07, 2023 Q3 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
1.51K
+ 15.13%
$371K - $411K
11.5K $722K
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
1.49K
New
$368K - $407K
1.49K $94K
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
1.49K
New
$368K - $407K
1.49K $93.9K
Nov 09, 2023 Q3 2023
Esl Trust Services, LLC

BUY
 -
1.49K
+ 1.37%
$366K - $405K
110K $6.94M
Oct 30, 2023 Q3 2023
Cambiar Investors LLC

BUY
 -
1.49K
+ 25.09%
$366K - $405K
7.41K $466K
Oct 03, 2023 Q3 2023
Mtc Wealth Management LLC

BUY
 -
1.48K
+ 3.02%
$365K - $404K
50.6K $3.18M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.48K
+ 0.72%
$364K - $403K
206K $13M
Oct 12, 2023 Q3 2023
Radnor Capital Management, LLC

BUY
 -
1.47K
New
$362K - $400K
1.47K $92.5K
Oct 19, 2023 Q3 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
1.44K
+ 3.47%
$354K - $391K
42.8K $2.69M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
1.44K
+ 14.73%
$353K - $391K
11.2K $703K
Oct 19, 2023 Q3 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
1.43K
+ 39.78%
$352K - $389K
5.02K $316K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.43K
+ 6.2%
$351K - $389K
24.4K $1.54M
Nov 07, 2023 Q3 2023
Pillar Wealth Advisors, LLC

BUY
 -
1.43K
+ 32.45%
$351K - $388K
5.82K $366K
Nov 02, 2023 Q3 2023
Gilbert & Cook, Inc.

BUY
 -
1.42K
+ 22.46%
$349K - $387K
7.74K $487K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.41K
+ 8.58%
$347K - $384K
17.8K $1.12M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.4K
+ 12.14%
$345K - $381K
12.9K $814K
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
1.39K
+ 6.13%
$341K - $378K
24K $1.51M
Nov 14, 2023 Q3 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
1.38K
New
$340K - $377K
1.38K $87K
Nov 14, 2023 Q3 2023
Aaf Wealth Management, LLC

BUY
 -
1.38K
+ 2.77%
$339K - $376K
51.1K $3.22M
Oct 31, 2023 Q3 2023
Peregrine Asset Advisers, Inc.

Portland, OR
BUY
 -
1.37K
New
$337K - $373K
1.37K $86.2K
Nov 13, 2023 Q3 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
1.37K
New
$337K - $373K
1.37K $86.2K
Nov 14, 2023 Q3 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
1.37K
New
$337K - $373K
1.37K $86.2K
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1.36K
New
$334K - $370K
1.36K $85.4K
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

BUY
 -
1.35K
+ 0.35%
$333K - $368K
391K $24.6M
Nov 09, 2023 Q3 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
1.35K
New
$333K - $368K
1.35K $85.1K
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.34K
+ 12.29%
$329K - $364K
12.2K $767K
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
1.33K
+ 102.93%
$328K - $363K
2.63K $165K
Nov 13, 2023 Q3 2023
Legacy Financial Advisors, Inc.

BUY
 -
1.33K
+ 19.95%
$326K - $361K
7.97K $502K
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
1.32K
+ 8.02%
$326K - $361K
17.8K $1.12M
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.32K
+ 6.97%
$325K - $359K
20.2K $1.27M
Nov 13, 2023 Q3 2023
Interchange Capital Partners, LLC

BUY
 -
1.31K
+ 43.15%
$323K - $358K
4.36K $274K
Oct 30, 2023 Q3 2023
Exchange Capital Management, Inc.

BUY
 -
1.3K
+ 3.67%
$321K - $355K
36.8K $2.32M
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
1.28K
+ 24.61%
$315K - $349K
6.48K $408K
Oct 30, 2023 Q3 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.27K
+ 5.82%
$312K - $346K
23.1K $1.45M
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
1.26K
+ 140.02%
$311K - $344K
2.17K $136K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
1.26K
+ 87.54%
$310K - $343K
2.7K $170K
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
1.26K
New
$309K - $342K
1.26K $79K
Nov 13, 2023 Q3 2023
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
1.25K
New
$306K - $339K
1.25K $78.3K
Feb 28, 2024 Q3 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
1.23K
+ 3.36%
$303K - $336K
37.9K $2.39M

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