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 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.78K- 1.43% |
$896K - $1.03M
|
260K
$15.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.87K- 4.87% |
$919K - $1.05M
|
75.6K
$4.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.97K- 9.79% |
$941K - $1.08M
|
36.6K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.07K- 1.56% |
$965K - $1.1M
|
257K
$15.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4.08K- 3.2% |
$967K - $1.11M
|
123K
$7.49M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.1K- 35.69% |
$973K - $1.11M
|
7.39K
$449K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.17K- 5.32% |
$989K - $1.13M
|
74.1K
$4.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.18K- 2.12% |
$991K - $1.13M
|
193K
$11.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.21K- 29.39% |
$998K - $1.14M
|
10.1K
$613K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.21K- 1.41% |
$998K - $1.14M
|
295K
$17.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-4.25K- 20.69% |
$1.01M - $1.15M
|
16.3K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-4.28K- 0.29% |
$1.01M - $1.16M
|
1.5M
$90.8M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.3K- 8.31% |
$1.02M - $1.17M
|
47.4K
$2.88M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.33K- 5.88% |
$1.03M - $1.18M
|
69.3K
$4.21M
|
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-4.34K- 50.7% |
$1.03M - $1.18M
|
4.22K
$256K
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.35K- 12.25% |
$1.03M - $1.18M
|
31.2K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-4.41K- 5.61% |
$1.05M - $1.2M
|
74.3K
$4.51M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-4.45K- 0.98% |
$1.06M - $1.21M
|
451K
$27.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.47K- 18.55% |
$1.06M - $1.21M
|
19.6K
$1.19M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 3.47% |
$1.07M - $1.22M
|
125K
$7.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-4.63K- 6.17% |
$1.1M - $1.26M
|
70.5K
$4.28M
|
|
|
Apr 18, 2023
Q1 2023
|
Mtc Wealth Management LLC
|
SELL
|
- |
-4.65K- 9.01% |
$1.1M - $1.26M
|
47K
$2.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.69K- 1.63% |
$1.11M - $1.27M
|
283K
$17.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.71K- 16.17% |
$1.12M - $1.28M
|
24.4K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.72K- 25.57% |
$1.12M - $1.28M
|
13.7K
$834K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.78K- 64.4% |
$1.13M - $1.3M
|
2.64K
$160K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.86K- 22.26% |
$1.15M - $1.32M
|
17K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-4.87K- 56.93% |
$1.16M - $1.32M
|
3.69K
$224K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.92K- 3.85% |
$1.17M - $1.34M
|
123K
$7.44M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-5K- 46.75% |
$1.19M - $1.36M
|
5.69K
$346K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.03K- 98.01% |
$1.19M - $1.37M
|
102
$6.19K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-5.19K- 78.18% |
$1.23M - $1.41M
|
1.45K
$88K
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5.19K- 14.81% |
$1.23M - $1.41M
|
29.9K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.22K- 4.1% |
$1.24M - $1.42M
|
122K
$7.4M
|
|
|
May 12, 2023
Q1 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-5.3K- 25.85% |
$1.26M - $1.44M
|
15.2K
$923K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.37K- 0.55% |
$1.27M - $1.46M
|
968K
$58.8M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-5.43K- 2.17% |
$1.29M - $1.47M
|
244K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.55K- 26.88% |
$1.32M - $1.51M
|
15.1K
$917K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5.62K- 2.76% |
$1.33M - $1.53M
|
198K
$12M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.67K- 65.18% |
$1.34M - $1.54M
|
3.03K
$184K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.09K- 6.19% |
$1.44M - $1.65M
|
92.2K
$5.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-6.12K- 73.56% |
$1.45M - $1.66M
|
2.2K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.15K- 56.81% |
$1.46M - $1.67M
|
4.68K
$284K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-6.18K- 28.09% |
$1.47M - $1.68M
|
15.8K
$961K
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.24K- 68.28% |
$1.48M - $1.69M
|
2.9K
$176K
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.26K- 6.83% |
$1.49M - $1.7M
|
85.4K
$5.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.44K- 31.3% |
$1.53M - $1.75M
|
14.1K
$859K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-6.53K- 49.39% |
$1.55M - $1.77M
|
6.69K
$406K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.57K- 46.76% |
$1.56M - $1.79M
|
7.48K
$454K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.6K- 1.74% |
$1.56M - $1.79M
|
373K
$22.6M
|