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
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-237- 6.22% |
$58.3K - $64.6K
|
3.57K
$230K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-237- 0.74% |
$58.3K - $64.6K
|
31.6K
$2.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-238- 0.98% |
$58.6K - $64.8K
|
24.1K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-238- 0.72% |
$58.6K - $64.8K
|
32.7K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-239- 15.88% |
$58.8K - $65.1K
|
1.27K
$81.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-242- 2.51% |
$59.6K - $65.9K
|
9.4K
$605K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-243- 3.01% |
$59.8K - $66.2K
|
7.82K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-247- 11.85% |
$60.8K - $67.3K
|
1.84K
$118K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-248- 6.84% |
$61K - $67.6K
|
3.38K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-248- 4.68% |
$61K - $67.6K
|
5.05K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-249- 11.8% |
$61.3K - $67.8K
|
1.86K
$120K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-250- 0.22% |
$61.5K - $68.1K
|
111K
$7.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-253- 4.77% |
$62.3K - $68.9K
|
5.05K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-255- 1.04% |
$62.8K - $69.5K
|
24.4K
$1.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-256- 0.4% |
$63K - $69.7K
|
64.4K
$4.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-256- 3.97% |
$63K - $69.7K
|
6.19K
$398K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-258- 0.34% |
$63.5K - $70.3K
|
74.7K
$4.81M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-258- 0.74% |
$63.5K - $70.3K
|
34.8K
$2.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-259- 2.37% |
$63.8K - $70.6K
|
10.7K
$686K
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-259- 6.02% |
$63.8K - $70.6K
|
4.04K
$260K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-263- 3.88% |
$64.7K - $71.6K
|
6.51K
$419K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-265- 13.47% |
$65.2K - $72.2K
|
1.7K
$109K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-269- 1.79% |
$66.2K - $73.3K
|
14.7K
$947K
|
|
|
Oct 10, 2023
Q3 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-270- 0.5% |
$66.5K - $73.5K
|
53.5K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-271- 0.77% |
$66.7K - $73.8K
|
34.7K
$2.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-273- 10.87% |
$67.2K - $74.4K
|
2.24K
$144K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-275- 1.19% |
$67.7K - $74.9K
|
22.9K
$1.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-276- 6.58% |
$67.9K - $75.2K
|
3.92K
$252K
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-284- 6.68% |
$69.9K - $77.4K
|
3.97K
$255K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-287- 23.74% |
$70.6K - $78.2K
|
922
$59.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-293- 0.46% |
$72.1K - $79.8K
|
62.8K
$4.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-296- 0.93% |
$72.9K - $80.6K
|
31.6K
$2.03M
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-296- 2.11% |
$72.9K - $80.6K
|
13.7K
$882K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-297- 1.72% |
$73.1K - $80.9K
|
17K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-298- 1.03% |
$73.4K - $81.2K
|
28.7K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-299- 12.4% |
$73.6K - $81.4K
|
2.11K
$136K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-301- 8.15% |
$74.1K - $82K
|
3.39K
$218K
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
SELL
|
- |
-301- 21.84% |
$74.1K - $82K
|
1.08K
$69.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-302- 6.84% |
$74.3K - $82.3K
|
4.11K
$264K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-304- 1.24% |
$74.8K - $82.8K
|
24.2K
$1.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-305- 40.94% |
$75.1K - $83.1K
|
440
$28.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-310- 3.13% |
$76.3K - $84.4K
|
9.6K
$617K
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-310- 0.16% |
$76.3K - $84.4K
|
199K
$12.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-311- 1.46% |
$76.6K - $84.7K
|
21K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-314- 16.94% |
$77.3K - $85.5K
|
1.54K
$99.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-316- 0.17% |
$77.8K - $86.1K
|
185K
$11.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-322- 1.49% |
$79.3K - $87.7K
|
21.2K
$1.37M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-325- 4.13% |
$80K - $88.5K
|
7.54K
$485K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-332- 1.25% |
$81.7K - $90.4K
|
26.3K
$1.69M
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-332- 2.01% |
$81.7K - $90.4K
|
16.2K
$1.04M
|