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 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-15.1K- 2.92% |
$3.58M - $4.1M
|
502K
$29.5M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.3K- 70.26% |
$3.63M - $4.16M
|
6.48K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-15.8K- 41.0% |
$3.76M - $4.3M
|
22.8K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-16.2K- 82.4% |
$3.85M - $4.4M
|
3.46K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-16.4K- 82.46% |
$3.9M - $4.47M
|
3.5K
$206K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-16.9K- 80.11% |
$4.02M - $4.6M
|
4.21K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-17.9K- 16.2% |
$4.24M - $4.85M
|
92.4K
$5.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-17.9K- 68.81% |
$4.25M - $4.87M
|
8.12K
$477K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.2K- 13.21% |
$4.33M - $4.96M
|
120K
$7.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.3K- 0.71% |
$4.33M - $4.96M
|
2.57M
$151M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-20.3K- 40.61% |
$4.81M - $5.5M
|
29.6K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-21.6K- 98.85% |
$5.12M - $5.86M
|
250
$14.7K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-22.3K- 10.8% |
$5.28M - $6.05M
|
184K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-22.5K- 33.91% |
$5.34M - $6.11M
|
43.8K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-22.6K- 80.72% |
$5.36M - $6.13M
|
5.39K
$317K
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-22.7K- 74.99% |
$5.39M - $6.18M
|
7.58K
$446K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-22.8K- 1.35% |
$5.42M - $6.2M
|
1.66M
$97.8M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-23.1K- 0.54% |
$5.49M - $6.29M
|
4.29M
$252M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-23.5K- 90.56% |
$5.57M - $6.38M
|
2.45K
$144K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-23.9K- 33.02% |
$5.67M - $6.5M
|
48.5K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-25.2K- 60.65% |
$5.97M - $6.84M
|
16.3K
$960K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-26.6K- 24.3% |
$6.31M - $7.23M
|
82.9K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.9K- 0.25% |
$6.38M - $7.3M
|
10.9M
$639M
|
|
|
Feb 11, 2025
Q1 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-27.5K- 85.37% |
$6.51M - $7.46M
|
4.71K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-27.5K- 75.84% |
$6.54M - $7.48M
|
8.77K
$516K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-27.7K- 99.74% |
$6.58M - $7.53M
|
72
$4.23K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-29.2K- 51.23% |
$6.92M - $7.93M
|
27.8K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-31.8K- 66.26% |
$7.55M - $8.65M
|
16.2K
$953K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-32.7K- 52.28% |
$7.76M - $8.89M
|
29.9K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.7K- 1.75% |
$8.24M - $9.43M
|
1.94M
$114M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-35.8K- 3.59% |
$8.5M - $9.74M
|
962K
$56.6M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-37.3K- 47.84% |
$8.85M - $10.1M
|
40.7K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-37.9K- 10.48% |
$8.98M - $10.3M
|
323K
$19M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-40.3K- 81.05% |
$9.56M - $10.9M
|
9.42K
$554K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-41K- 53.51% |
$9.74M - $11.2M
|
35.7K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-42.8K- 2.18% |
$10.2M - $11.6M
|
1.92M
$113M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-44K- 62.4% |
$10.4M - $11.9M
|
26.5K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.6K- 4.71% |
$10.8M - $12.4M
|
924K
$54.3M
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-47.6K- 87.78% |
$11.3M - $12.9M
|
6.63K
$390K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48.2K- 2.31% |
$11.4M - $13.1M
|
2.04M
$120M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48.2K- 2.31% |
$11.4M - $13.1M
|
2.04M
$120M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-48.3K- 13.05% |
$11.5M - $13.1M
|
322K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-53K- 22.26% |
$12.6M - $14.4M
|
185K
$10.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-55.9K- 91.81% |
$13.3M - $15.2M
|
4.99K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-59.7K- 95.63% |
$14.2M - $16.2M
|
2.72K
$160K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-63K- 50.2% |
$15M - $17.1M
|
62.5K
$3.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-63.6K- 11.0% |
$15.1M - $17.3M
|
515K
$30.3M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-64.3K- 37.79% |
$15.3M - $17.5M
|
106K
$6.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-64.4K- 64.31% |
$15.3M - $17.5M
|
35.7K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-68.8K- 13.41% |
$16.3M - $18.7M
|
444K
$26.1M
|