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
|
Allie Family Office LLC
|
BUY
|
- |
753+ 25.56% |
$181K - $197K
|
3.7K
$225K
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
753+ 11.38% |
$181K - $197K
|
7.37K
$447K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
749+ 2.01% |
$180K - $196K
|
38K
$2.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
746+ 76.43% |
$179K - $195K
|
1.72K
$105K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
743+ 6.42% |
$178K - $194K
|
12.3K
$747K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
742+ 2.38% |
$178K - $194K
|
32K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
725+ 0.7% |
$174K - $190K
|
105K
$6.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
705+ 13.76% |
$169K - $184K
|
5.83K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
702+ 9.54% |
$169K - $184K
|
8.06K
$490K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
700+ 0.31% |
$168K - $183K
|
224K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
700+ 3.61% |
$168K - $183K
|
20.1K
$1.22M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
695+ 5791.67% |
$167K - $182K
|
707
$42.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
691+ 27.14% |
$166K - $181K
|
3.24K
$197K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
688+ 0.93% |
$165K - $180K
|
75K
$4.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
687+ 34.28% |
$165K - $180K
|
2.69K
$163K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
685+ 13.86% |
$165K - $179K
|
5.63K
$342K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
680+ 32.54% |
$163K - $178K
|
2.77K
$168K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
679+ 33.88% |
$163K - $178K
|
2.68K
$163K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
675+ 0.91% |
$162K - $176K
|
74.7K
$4.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
674+ 9.38% |
$162K - $176K
|
7.86K
$477K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
670+ 1.07% |
$161K - $175K
|
63.1K
$3.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
670+ 8.35% |
$161K - $175K
|
8.7K
$528K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
665+ 33.48% |
$160K - $174K
|
2.65K
$161K
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
660+ 3.59% |
$159K - $173K
|
19K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
641+ 15.53% |
$154K - $168K
|
4.77K
$289K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
638+ 3.56% |
$153K - $167K
|
18.6K
$1.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
630+ 157.5% |
$151K - $165K
|
1.03K
$62.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
627+ 10.42% |
$151K - $164K
|
6.65K
$403K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
626+ 30.81% |
$150K - $164K
|
2.66K
$161K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
624+ 8.03% |
$150K - $163K
|
8.39K
$509K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
617+ 1.91% |
$148K - $161K
|
33K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
612+ 2.61% |
$147K - $160K
|
24.1K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
611+ 3.3% |
$147K - $160K
|
19.1K
$1.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
608+ 3.28% |
$146K - $159K
|
19.1K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
605+ 10.98% |
$145K - $158K
|
6.11K
$371K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
604+ 27.45% |
$145K - $158K
|
2.8K
$170K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
603+ 3.43% |
$145K - $158K
|
18.2K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
597+ 4.89% |
$143K - $156K
|
12.8K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
597+ 9.45% |
$143K - $156K
|
6.91K
$420K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
593+ 2.11% |
$142K - $155K
|
28.7K
$1.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
BUY
|
- |
584+ 1.58% |
$140K - $153K
|
37.6K
$2.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
576New |
$138K - $151K
|
576
$35K
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
575+ 7.95% |
$138K - $150K
|
7.81K
$474K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
572+ 8.59% |
$137K - $150K
|
7.23K
$439K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
567+ 5.51% |
$136K - $148K
|
10.9K
$659K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
567+ 7.14% |
$136K - $148K
|
8.51K
$517K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
561+ 1.6% |
$135K - $147K
|
35.5K
$2.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
553+ 9.29% |
$133K - $145K
|
6.51K
$395K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
548+ 2.09% |
$132K - $143K
|
26.7K
$1.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
547+ 28.71% |
$131K - $143K
|
2.45K
$149K
|