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 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.48K+ 64.84% |
$589K - $675K
|
6.32K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.47K+ 2.71% |
$587K - $672K
|
93.9K
$5.62M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2.42K+ 11.04% |
$575K - $658K
|
24.4K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.42K+ 28.64% |
$573K - $656K
|
10.8K
$649K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
2.41K+ 3.04% |
$572K - $655K
|
81.7K
$4.89M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.41K+ 271.48% |
$571K - $654K
|
3.3K
$197K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.4K+ 6.29% |
$570K - $653K
|
40.6K
$2.43M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.39K+ 1.44% |
$566K - $649K
|
168K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.38KNew |
$565K - $648K
|
2.38K
$143K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.37K+ 21.37% |
$563K - $645K
|
13.5K
$806K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
2.32K+ 24.64% |
$550K - $630K
|
11.7K
$702K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.3K+ 8.74% |
$546K - $625K
|
28.6K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
BUY
|
- |
2.27K+ 9.22% |
$538K - $616K
|
26.8K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.25K+ 6.98% |
$533K - $610K
|
34.4K
$2.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
2.24K+ 1.88% |
$530K - $607K
|
121K
$7.25M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.22K+ 0.95% |
$527K - $603K
|
236K
$14.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.19KNew |
$519K - $594K
|
2.19K
$131K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.18K+ 36.43% |
$518K - $593K
|
8.18K
$489K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.16K+ 8.32% |
$513K - $587K
|
28.2K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.15K+ 6.93% |
$511K - $585K
|
33.2K
$1.99M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.14K+ 2.65% |
$507K - $580K
|
82.6K
$4.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.12K+ 331.25% |
$503K - $576K
|
2.76K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.12KNew |
$502K - $575K
|
2.12K
$127K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
2.1K+ 88.7% |
$499K - $572K
|
4.48K
$268K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.09K+ 2.06% |
$495K - $567K
|
103K
$6.17M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.05K+ 1.83% |
$486K - $556K
|
114K
$6.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.04K+ 4.26% |
$484K - $554K
|
49.9K
$2.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
2.01K+ 3.32% |
$477K - $546K
|
62.5K
$3.74M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2KNew |
$475K - $545K
|
2K
$120K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
2K+ 5.61% |
$475K - $543K
|
37.7K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.99K+ 21.26% |
$471K - $540K
|
11.3K
$678K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.98K+ 13.17% |
$470K - $538K
|
17K
$1.02M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.97K+ 62.16% |
$466K - $534K
|
5.13K
$307K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 1.87% |
$465K - $533K
|
107K
$6.39M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.95K+ 2.14% |
$463K - $531K
|
93K
$5.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.94K+ 16.33% |
$461K - $528K
|
13.8K
$829K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.94K+ 11.66% |
$459K - $526K
|
18.5K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.93KNew |
$457K - $523K
|
1.93K
$115K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 1.11% |
$456K - $523K
|
175K
$10.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.92K+ 1.77% |
$455K - $521K
|
110K
$6.6M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.9K+ 1.46% |
$450K - $515K
|
132K
$7.88M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.89K+ 19.32% |
$448K - $514K
|
11.7K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.87KNew |
$443K - $507K
|
1.87K
$112K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.83K+ 6.23% |
$435K - $498K
|
31.3K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.83KNew |
$433K - $496K
|
1.83K
$109K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.82K+ 4.0% |
$432K - $494K
|
47.3K
$2.83M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.8KNew |
$426K - $488K
|
1.8K
$107K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.78KNew |
$423K - $485K
|
1.78K
$107K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.78KNew |
$422K - $483K
|
1.78K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.77K+ 7.79% |
$420K - $481K
|
24.5K
$1.47M
|