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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.72K- 23.99% |
$1.59M - $1.82M
|
21.3K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.73K- 3.49% |
$1.6M - $1.83M
|
186K
$11.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-6.82K- 8.42% |
$1.62M - $1.85M
|
74.2K
$4.5M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-6.9K- 80.0% |
$1.64M - $1.87M
|
1.72K
$105K
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-6.92K- 1.48% |
$1.64M - $1.88M
|
460K
$27.9M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-6.99K- 21.67% |
$1.66M - $1.9M
|
25.3K
$1.53M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-6.99K- 21.67% |
$1.66M - $1.9M
|
25.3K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.07K- 50.97% |
$1.68M - $1.92M
|
6.8K
$413K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.24K- 2.58% |
$1.72M - $1.97M
|
273K
$16.6M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-7.34K- 41.82% |
$1.74M - $1.99M
|
10.2K
$620K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-7.44K- 14.74% |
$1.76M - $2.02M
|
43K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.49K- 4.8% |
$1.78M - $2.03M
|
149K
$9.02M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-7.73K- 65.06% |
$1.83M - $2.1M
|
4.15K
$252K
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-7.76K- 9.49% |
$1.84M - $2.11M
|
74K
$4.49M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-7.82K- 32.02% |
$1.86M - $2.12M
|
16.6K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-8.41K- 2.55% |
$1.99M - $2.28M
|
321K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8.44K- 4.13% |
$2M - $2.29M
|
196K
$11.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.65K- 4.93% |
$2.05M - $2.35M
|
167K
$10.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-8.71K- 87.99% |
$2.07M - $2.37M
|
1.19K
$72.2K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.77K- 72.06% |
$2.08M - $2.38M
|
3.4K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.78K- 8.02% |
$2.08M - $2.38M
|
101K
$6.11M
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-8.79K- 13.84% |
$2.08M - $2.39M
|
54.7K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-8.86K- 19.71% |
$2.1M - $2.41M
|
36.1K
$2.19M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-8.97K- 16.36% |
$2.13M - $2.44M
|
45.9K
$2.78M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.08K- 7.4% |
$2.15M - $2.47M
|
114K
$6.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.24K- 0.7% |
$2.19M - $2.51M
|
1.32M
$80.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-9.45K- 3.2% |
$2.24M - $2.57M
|
285K
$17.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-9.53K- 12.7% |
$2.26M - $2.59M
|
65.5K
$3.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.56K- 24.46% |
$2.27M - $2.6M
|
29.5K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.56K- 4.89% |
$2.27M - $2.6M
|
186K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-9.61K- 83.28% |
$2.28M - $2.61M
|
1.93K
$117K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.77K- 29.35% |
$2.32M - $2.65M
|
23.5K
$1.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-10.2K- 15.76% |
$2.42M - $2.77M
|
54.5K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.2K- 14.92% |
$2.43M - $2.78M
|
58.4K
$3.55M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-10.3K- 12.73% |
$2.45M - $2.81M
|
70.8K
$4.3M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-10.8K- 87.08% |
$2.56M - $2.93M
|
1.6K
$97.3K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11K- 3.13% |
$2.61M - $2.99M
|
340K
$20.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-11.8K- 5.0% |
$2.8M - $3.21M
|
224K
$13.6M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-12.1K- 7.54% |
$2.88M - $3.3M
|
149K
$9.04M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.4K- 81.3% |
$2.94M - $3.36M
|
2.85K
$173K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.4K- 3.83% |
$2.94M - $3.37M
|
311K
$18.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-12.8K- 81.04% |
$3.04M - $3.48M
|
2.99K
$182K
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-13.1K- 37.83% |
$3.1M - $3.55M
|
21.4K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.1K- 10.21% |
$3.1M - $3.55M
|
115K
$6.98M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-13.1K- 77.01% |
$3.11M - $3.57M
|
3.92K
$238K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-13.4K- 18.24% |
$3.19M - $3.65M
|
60.2K
$3.66M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.8K- 9.99% |
$3.28M - $3.75M
|
124K
$7.56M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-13.9K- 8.16% |
$3.3M - $3.78M
|
156K
$9.5M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-13.9K- 8.16% |
$3.3M - $3.78M
|
156K
$9.5M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-14K- 19.06% |
$3.32M - $3.81M
|
59.5K
$3.61M
|