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 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-205- 1.21% |
$48.6K - $55.7K
|
16.8K
$1.05M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-206- 2.49% |
$48.9K - $56K
|
8.08K
$506K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-208- 2.32% |
$49.3K - $56.5K
|
8.75K
$548K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-208- 9.89% |
$49.3K - $56.5K
|
1.9K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-208- 2.25% |
$49.3K - $56.5K
|
9.03K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-209- 2.29% |
$49.6K - $56.8K
|
8.93K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-210- 8.15% |
$49.8K - $57.1K
|
2.37K
$148K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-213- 2.24% |
$50.5K - $57.9K
|
9.31K
$584K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-214- 9.0% |
$50.8K - $58.1K
|
2.16K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-217- 0.96% |
$51.5K - $59K
|
22.5K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-219- 2.02% |
$52K - $59.5K
|
10.6K
$667K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-219- 18.81% |
$52K - $59.5K
|
945
$59.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-225- 1.32% |
$53.4K - $61.1K
|
16.8K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-225- 4.28% |
$53.4K - $61.1K
|
5.04K
$316K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-227- 10.74% |
$53.9K - $61.7K
|
1.89K
$118K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-228- 2.71% |
$54.1K - $62K
|
8.19K
$513K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-229- 1.93% |
$54.3K - $62.2K
|
11.6K
$728K
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-230- 8.41% |
$54.6K - $62.5K
|
2.51K
$157K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-231- 1.08% |
$54.8K - $62.8K
|
21.1K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-231- 5.66% |
$54.8K - $62.8K
|
3.85K
$241K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-234- 4.58% |
$55.5K - $63.6K
|
4.88K
$306K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-234- 1.31% |
$55.5K - $63.6K
|
17.6K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-237- 0.74% |
$56.2K - $64.4K
|
31.6K
$1.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-239- 2.27% |
$56.7K - $64.9K
|
10.3K
$645K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-239- 11.07% |
$56.7K - $64.9K
|
1.92K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-239- 20.5% |
$56.7K - $64.9K
|
927
$58.1K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-240- 3.21% |
$56.9K - $65.2K
|
7.24K
$453K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-241- 0.9% |
$57.2K - $65.5K
|
26.4K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-244- 3.28% |
$57.9K - $66.3K
|
7.2K
$451K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-245- 0.5% |
$58.1K - $66.6K
|
49.2K
$3.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-247- 9.97% |
$58.6K - $67.1K
|
2.23K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-250- 0.68% |
$59.3K - $67.9K
|
36.6K
$2.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-251- 6.45% |
$59.5K - $68.2K
|
3.64K
$228K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-252- 9.68% |
$59.8K - $68.5K
|
2.35K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-252- 3.64% |
$59.8K - $68.5K
|
6.68K
$418K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-253- 1.32% |
$60K - $68.7K
|
19K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-254- 1.07% |
$60.3K - $69K
|
23.4K
$1.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-255- 1.18% |
$60.5K - $69.3K
|
21.3K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-255- 15.04% |
$60.5K - $69.3K
|
1.44K
$90.3K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-256- 2.13% |
$60.7K - $69.6K
|
11.7K
$736K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-260- 5.57% |
$61.7K - $70.6K
|
4.41K
$276K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
SELL
|
- |
-260- 0.7% |
$61.7K - $70.6K
|
37K
$2.32M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-262- 2.31% |
$62.2K - $71.2K
|
11.1K
$693K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-264- 15.65% |
$62.6K - $71.7K
|
1.42K
$89.2K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-266- 4.59% |
$63.1K - $72.3K
|
5.53K
$346K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-267- 4.65% |
$63.3K - $72.5K
|
5.47K
$343K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-268- 2.46% |
$63.6K - $72.8K
|
10.6K
$665K
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-269- 1.9% |
$63.8K - $73.1K
|
13.9K
$868K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-269- 2.33% |
$63.8K - $73.1K
|
11.3K
$708K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-270- 16.61% |
$64.1K - $73.4K
|
1.36K
$85K
|