Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4+ 0.43% |
$949 - $1.09K
|
944
$57.3K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.37% |
$949 - $1.09K
|
1.08K
$65.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$712 - $815
|
2.72K
$165K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.33% |
$712 - $815
|
902
$54.8K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3+ 0.06% |
$712 - $815
|
5.33K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3+ 0.32% |
$712 - $815
|
952
$57.8K
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3+ 0.16% |
$712 - $815
|
1.91K
$116K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
2+ 2.41% |
$475 - $543
|
85
$5.16K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$475 - $543
|
1.08K
$65.4K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.49% |
$475 - $543
|
414
$25.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
2+ 0.17% |
$475 - $543
|
1.17K
$71K
|
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2+ 0.07% |
$475 - $543
|
2.9K
$176K
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.48% |
$475 - $543
|
416
$25.3K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2+ 0.1% |
$475 - $543
|
1.96K
$119K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2+ 0.38% |
$475 - $543
|
527
$32K
|
|
|
May 10, 2023
Q1 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.14% |
$475 - $543
|
1.43K
$86.9K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.12% |
$475 - $543
|
1.73K
$105K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.1% |
$237 - $272
|
1K
$61K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
1+ 0.03% |
$237 - $272
|
3.66K
$222K
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.03% |
$237 - $272
|
2.95K
$179K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
1+ 0.05% |
$237 - $272
|
1.84K
$112K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1+ 0.09% |
$237 - $272
|
1.06K
$64.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
1+ 0.06% |
$237 - $272
|
1.72K
$104K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$237 - $272
|
3.94K
$239K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.02% |
$237 - $272
|
4.78K
$290K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.25% |
$237 - $272
|
402
$24.4K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.07% |
$237 - $272
|
1.36K
$82.4K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$237 - $272
|
885
$53.7K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$237 - $272
|
1.92K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1+ 0.1% |
$237 - $272
|
1.05K
$63.6K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.04% |
$237 - $272
|
2.63K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1+ 0.06% |
$237 - $272
|
1.72K
$104K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$237 - $272
|
1.66K
$101K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1- -0.0% |
$237 - $272
|
22.3K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.06% |
$237 - $272
|
1.59K
$96.5K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2- 0.47% |
$475 - $543
|
427
$25.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 33.33% |
$712 - $815
|
6
$364
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-3- 0.04% |
$712 - $815
|
8.57K
$520K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-3- 0.27% |
$712 - $815
|
1.13K
$68.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-4- 0.07% |
$949 - $1.09K
|
5.96K
$362K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4- 0.4% |
$949 - $1.09K
|
1.01K
$61.1K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4- 0.01% |
$949 - $1.09K
|
66.2K
$4.02M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-4- 0.42% |
$949 - $1.09K
|
941
$57.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-5- 0.22% |
$1.19K - $1.36K
|
2.29K
$139K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-5- 0.34% |
$1.19K - $1.36K
|
1.47K
$89.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-5- 0.22% |
$1.19K - $1.36K
|
2.23K
$135K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5- 0.1% |
$1.19K - $1.36K
|
4.99K
$303K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5- 0.57% |
$1.19K - $1.36K
|
868
$52.7K
|
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-5- 0.56% |
$1.19K - $1.36K
|
893
$54.2K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5- 0.31% |
$1.19K - $1.36K
|
1.62K
$98.4K
|