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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2- 3.64% |
$480 - $523
|
53
$3.22K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2- 0.05% |
$480 - $523
|
4.19K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2- 0.1% |
$480 - $523
|
1.91K
$116K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-3- 0.36% |
$721 - $784
|
833
$50.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.04% |
$721 - $784
|
6.89K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-3- 0.11% |
$721 - $784
|
2.67K
$162K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 66.67% |
$961 - $1.05K
|
2
$121
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4- 0.15% |
$961 - $1.05K
|
2.7K
$164K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 1.44% |
$961 - $1.05K
|
274
$16.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4- 0.19% |
$961 - $1.05K
|
2.06K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-4- 66.67% |
$961 - $1.05K
|
2
$121
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 50.0% |
$1.2K - $1.31K
|
5
$304
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5- 0.95% |
$1.2K - $1.31K
|
521
$31.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.64% |
$1.2K - $1.31K
|
777
$47.2K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-5- 0.56% |
$1.2K - $1.31K
|
880
$53.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5- 0.5% |
$1.2K - $1.31K
|
987
$59.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.12% |
$1.44K - $1.57K
|
5.21K
$316K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.19% |
$1.44K - $1.57K
|
3.08K
$187K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6- 0.02% |
$1.44K - $1.57K
|
30.6K
$1.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6- 0.7% |
$1.44K - $1.57K
|
853
$51.8K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6- 0.22% |
$1.44K - $1.57K
|
2.69K
$163K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.29% |
$1.68K - $1.83K
|
2.42K
$147K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.59% |
$1.92K - $2.09K
|
1.36K
$82.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-8- 0.97% |
$1.92K - $2.09K
|
814
$49.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.09% |
$1.92K - $2.09K
|
8.63K
$524K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.54% |
$2.16K - $2.35K
|
1.65K
$100K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-9- 0.22% |
$2.16K - $2.35K
|
4.17K
$253K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-9- 0.43% |
$2.16K - $2.35K
|
2.08K
$126K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-9- 0.45% |
$2.16K - $2.35K
|
2.01K
$122K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-10- 0.68% |
$2.4K - $2.61K
|
1.46K
$88.7K
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-10- 0.07% |
$2.4K - $2.61K
|
14.5K
$879K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-11- 0.21% |
$2.64K - $2.88K
|
5.32K
$323K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-11- 0.11% |
$2.64K - $2.88K
|
9.95K
$604K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-11- 0.36% |
$2.64K - $2.88K
|
3.01K
$183K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11- 0.9% |
$2.64K - $2.88K
|
1.21K
$73.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-12- 0.52% |
$2.88K - $3.14K
|
2.32K
$141K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 6.07% |
$3.12K - $3.4K
|
201
$12.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-13- 0.35% |
$3.12K - $3.4K
|
3.69K
$224K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-13- 0.84% |
$3.12K - $3.4K
|
1.53K
$92.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-14- 0.67% |
$3.36K - $3.66K
|
2.07K
$126K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-14- 0.19% |
$3.36K - $3.66K
|
7.4K
$449K
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-14- 0.19% |
$3.36K - $3.66K
|
7.4K
$449K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 0.83% |
$3.6K - $3.92K
|
1.78K
$108K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-15- 0.53% |
$3.6K - $3.92K
|
2.83K
$172K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-15- 1.57% |
$3.6K - $3.92K
|
941
$57.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-15- 0.39% |
$3.6K - $3.92K
|
3.81K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-15- 0.59% |
$3.6K - $3.92K
|
2.51K
$152K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-16- 0.45% |
$3.84K - $4.18K
|
3.58K
$217K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-16- 0.82% |
$3.84K - $4.18K
|
1.95K
$118K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-16- 0.32% |
$3.84K - $4.18K
|
4.94K
$300K
|