Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
823K+ 5.23% |
$198M - $215M
|
16.6M
$1.12B
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
423K+ 49.49% |
$102M - $111M
|
1.28M
$86.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
262K+ 87.37% |
$63M - $68.5M
|
562K
$38M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
227K+ 432.63% |
$54.6M - $59.5M
|
280K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
222K+ 5.87% |
$53.4M - $58.1M
|
4.01M
$271M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
186K+ 2.78% |
$44.7M - $48.6M
|
6.87M
$464M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
121KNew |
$29M - $31.6M
|
121K
$8.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
117K+ 1.59% |
$28.1M - $30.6M
|
7.48M
$505M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
105K+ 111.52% |
$25.2M - $27.4M
|
199K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
97.1K+ 5.52% |
$23.3M - $25.4M
|
1.86M
$125M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.8K+ 14.56% |
$23M - $25.1M
|
754K
$50.9M
|
|
|
Mar 11, 2024
Q2 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
83.9K+ 125.05% |
$20.2M - $21.9M
|
151K
$10.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
83.9K+ 11.16% |
$20.2M - $21.9M
|
836K
$56.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
80.3KNew |
$19.3M - $21M
|
80.3K
$5.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
76.5K+ 4.6% |
$18.4M - $20M
|
1.74M
$118M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
73.7K+ 1.72% |
$17.7M - $19.3M
|
4.36M
$295M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
73.4K+ 3.69% |
$17.6M - $19.2M
|
2.06M
$139M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
73.4KNew |
$17.6M - $19.2M
|
73.4K
$4.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
70.7K+ 865.3% |
$17M - $18.5M
|
78.9K
$5.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
68.8K+ 60.93% |
$16.5M - $18M
|
182K
$12.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
67K+ 5.88% |
$16.1M - $17.5M
|
1.21M
$81.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.5K+ 2.51% |
$15.5M - $16.9M
|
2.63M
$178M
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
61.5K+ 171.55% |
$14.8M - $16.1M
|
97.4K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
56.2K+ 10.48% |
$13.5M - $14.7M
|
593K
$40M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
55.9K+ 3816.6% |
$13.4M - $14.6M
|
57.3K
$3.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.8K+ 4.79% |
$12.7M - $13.8M
|
1.15M
$78M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
51.2K+ 17.35% |
$12.3M - $13.4M
|
346K
$23.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
50.9K+ 9.76% |
$12.2M - $13.3M
|
572K
$38.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
49.4K+ 630.39% |
$11.9M - $12.9M
|
57.3K
$3.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
49.1KNew |
$11.8M - $12.8M
|
49.1K
$3.32M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.6K+ 36.62% |
$11.4M - $12.4M
|
177K
$12M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.2K+ 1.61% |
$10.9M - $11.8M
|
2.85M
$192M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45K+ 14.96% |
$10.8M - $11.8M
|
346K
$23.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
42.2K+ 180.79% |
$10.1M - $11M
|
65.5K
$4.42M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
41.3K+ 2025.44% |
$9.93M - $10.8M
|
43.4K
$2.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
41.3K+ 18.29% |
$9.92M - $10.8M
|
267K
$18M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.5K+ 40.3% |
$9.74M - $10.6M
|
141K
$9.53M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.4K+ 189.35% |
$9.45M - $10.3M
|
60.1K
$4.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
37.7K+ 1989.97% |
$9.06M - $9.86M
|
39.6K
$2.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
BUY
|
- |
37.5KNew |
$9.01M - $9.81M
|
37.5K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
36.8K+ 1.05% |
$8.84M - $9.62M
|
3.54M
$239M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
35.9KNew |
$8.62M - $9.38M
|
35.9K
$2.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.5K+ 6.14% |
$8.29M - $9.02M
|
597K
$40.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.3K+ 3.61% |
$8.01M - $8.72M
|
957K
$64.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
32K+ 109.67% |
$7.68M - $8.36M
|
61.1K
$4.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31.1K+ 4.78% |
$7.47M - $8.13M
|
681K
$46M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.9K+ 8.33% |
$6.71M - $7.3M
|
363K
$24.5M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
27.5K+ 7.09% |
$6.61M - $7.19M
|
415K
$28M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
27KNew |
$6.49M - $7.06M
|
27K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4K+ 971.32% |
$6.35M - $6.92M
|
29.2K
$1.97M
|