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 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-21- 0.56% |
$5.17K - $5.72K
|
3.7K
$237K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-21- 0.25% |
$5.17K - $5.72K
|
8.29K
$531K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-21- 0.1% |
$5.17K - $5.72K
|
21.4K
$1.37M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-21- 1.94% |
$5.17K - $5.72K
|
1.06K
$68.1K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-22- 1.4% |
$5.42K - $5.99K
|
1.54K
$98.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-23- 1.04% |
$5.66K - $6.27K
|
2.19K
$140K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-23- 0.72% |
$5.66K - $6.27K
|
3.19K
$204K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-23- 0.34% |
$5.66K - $6.27K
|
6.66K
$427K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-25- 0.41% |
$6.15K - $6.81K
|
6.14K
$393K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-25- 1.03% |
$6.15K - $6.81K
|
2.41K
$154K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-25- 1.13% |
$6.15K - $6.81K
|
2.18K
$140K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-25- 1.33% |
$6.15K - $6.81K
|
1.86K
$119K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-25- 0.18% |
$6.15K - $6.81K
|
14.2K
$910K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-25- 0.43% |
$6.15K - $6.81K
|
5.82K
$372K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-25- 1.63% |
$6.15K - $6.81K
|
1.51K
$96.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-26- 5.33% |
$6.4K - $7.08K
|
462
$29.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-26- 0.7% |
$6.4K - $7.08K
|
3.66K
$235K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-26- 22.22% |
$6.4K - $7.08K
|
91
$5.83K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-27- 1.19% |
$6.65K - $7.35K
|
2.24K
$144K
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-28- 0.89% |
$6.89K - $7.63K
|
3.11K
$199K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-28- 0.12% |
$6.89K - $7.63K
|
24.2K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-28- 3.28% |
$6.89K - $7.63K
|
825
$52.8K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-28- 0.82% |
$6.89K - $7.63K
|
3.38K
$217K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-29- 0.41% |
$7.14K - $7.9K
|
7.06K
$452K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-30- 0.35% |
$7.38K - $8.17K
|
8.51K
$545K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-30- 3.04% |
$7.38K - $8.17K
|
957
$61.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-32- 1.53% |
$7.88K - $8.72K
|
2.07K
$132K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-32- 2.04% |
$7.88K - $8.72K
|
1.54K
$98.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-32- 2.55% |
$7.88K - $8.72K
|
1.22K
$78.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-32- 1.47% |
$7.88K - $8.72K
|
2.14K
$137K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-33- 0.65% |
$8.12K - $8.99K
|
5.03K
$322K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-34- 23.13% |
$8.37K - $9.26K
|
113
$7.24K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-35- 35.0% |
$8.62K - $9.53K
|
65
$4.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-35- 26.32% |
$8.62K - $9.53K
|
98
$6.28K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-35- 0.34% |
$8.62K - $9.53K
|
10.3K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-35- 1.17% |
$8.62K - $9.53K
|
2.95K
$189K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-36- 0.71% |
$8.86K - $9.81K
|
5.01K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-36- 3.01% |
$8.86K - $9.81K
|
1.16K
$74.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-37- 1.53% |
$9.11K - $10.1K
|
2.38K
$152K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-37- 4.99% |
$9.11K - $10.1K
|
704
$45.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-37- 7.41% |
$9.11K - $10.1K
|
462
$29.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-37- 54.41% |
$9.11K - $10.1K
|
31
$1.99K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-38- 0.65% |
$9.35K - $10.4K
|
5.84K
$374K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
SELL
|
- |
-38- 1.61% |
$9.35K - $10.4K
|
2.32K
$148K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-38- 0.85% |
$9.35K - $10.4K
|
4.42K
$283K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-39- 0.2% |
$9.6K - $10.6K
|
19.3K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-40- 3.51% |
$9.85K - $10.9K
|
1.1K
$70.5K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-40- 2.87% |
$9.85K - $10.9K
|
1.36K
$86.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-40- 0.59% |
$9.85K - $10.9K
|
6.75K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-40- 1.23% |
$9.85K - $10.9K
|
3.2K
$205K
|