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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-23- 1.14% |
$5.46K - $6.25K
|
1.99K
$125K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-24- 1.12% |
$5.69K - $6.52K
|
2.12K
$133K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-24- 0.02% |
$5.69K - $6.52K
|
160K
$10M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-24- 0.28% |
$5.69K - $6.52K
|
8.47K
$530K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-25- 4.56% |
$5.93K - $6.79K
|
523
$32.8K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-26- 25.49% |
$6.17K - $7.06K
|
76
$4.76K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-27- 2.87% |
$6.41K - $7.34K
|
914
$57.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-27- 1.87% |
$6.41K - $7.34K
|
1.42K
$88.7K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-28- 0.6% |
$6.64K - $7.61K
|
4.63K
$290K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-28- 2.14% |
$6.64K - $7.61K
|
1.28K
$80.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-29- 1.71% |
$6.88K - $7.88K
|
1.67K
$105K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-29- 1.7% |
$6.88K - $7.88K
|
1.68K
$105K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-29- 1.54% |
$6.88K - $7.88K
|
1.86K
$116K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-30- 1.6% |
$7.12K - $8.15K
|
1.84K
$115K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-30- 2.32% |
$7.12K - $8.15K
|
1.27K
$79.3K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-32- 0.84% |
$7.59K - $8.7K
|
3.76K
$235K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-32- 0.08% |
$7.59K - $8.7K
|
38.3K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-33- 0.62% |
$7.83K - $8.97K
|
5.29K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-33- 3.12% |
$7.83K - $8.97K
|
1.03K
$64.2K
|
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-34- 1.83% |
$8.07K - $9.24K
|
1.82K
$114K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-35- 0.56% |
$8.3K - $9.51K
|
6.16K
$386K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-35- 0.63% |
$8.3K - $9.51K
|
5.5K
$345K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-35- 0.82% |
$8.3K - $9.51K
|
4.23K
$265K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-36- 0.87% |
$8.54K - $9.78K
|
4.12K
$258K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-37- 2.86% |
$8.78K - $10.1K
|
1.26K
$78.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-37- 1.56% |
$8.78K - $10.1K
|
2.34K
$146K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-38- 2.07% |
$9.02K - $10.3K
|
1.8K
$113K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-38- 5.6% |
$9.02K - $10.3K
|
641
$40.2K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-38- 1.14% |
$9.02K - $10.3K
|
3.31K
$207K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-38- 3.87% |
$9.02K - $10.3K
|
944
$59.2K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-38- 0.22% |
$9.02K - $10.3K
|
17K
$1.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-40- 1.66% |
$9.49K - $10.9K
|
2.38K
$149K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-40- 1.46% |
$9.49K - $10.9K
|
2.7K
$169K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-41- 0.41% |
$9.73K - $11.1K
|
9.96K
$624K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-43- 1.78% |
$10.2K - $11.7K
|
2.37K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-43- 1.64% |
$10.2K - $11.7K
|
2.57K
$161K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-44- 14.97% |
$10.4K - $12K
|
250
$15.7K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-44- 2.84% |
$10.4K - $12K
|
1.5K
$94.2K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-45- 0.12% |
$10.7K - $12.2K
|
38.5K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-45- 0.98% |
$10.7K - $12.2K
|
4.57K
$286K
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-46- 0.64% |
$10.9K - $12.5K
|
7.12K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-46- 2.61% |
$10.9K - $12.5K
|
1.72K
$108K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-47- 3.18% |
$11.2K - $12.8K
|
1.43K
$89.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-48- 0.67% |
$11.4K - $13K
|
7.11K
$445K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-48- 0.72% |
$11.4K - $13K
|
6.66K
$417K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-48- 1.3% |
$11.4K - $13K
|
3.63K
$228K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-49- 1.67% |
$11.6K - $13.3K
|
2.89K
$181K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-49- 2.08% |
$11.6K - $13.3K
|
2.31K
$145K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-49- 3.83% |
$11.6K - $13.3K
|
1.23K
$77K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-49- 0.56% |
$11.6K - $13.3K
|
8.74K
$548K
|