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 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-16- 1.87% |
$3.84K - $4.18K
|
838
$50.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16- 1.53% |
$3.84K - $4.18K
|
1.03K
$62.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-16- 0.22% |
$3.84K - $4.18K
|
7.2K
$437K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-16- 0.67% |
$3.84K - $4.18K
|
2.37K
$144K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-17- 1.8% |
$4.08K - $4.45K
|
927
$56.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17- 1.34% |
$4.08K - $4.45K
|
1.25K
$76.1K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-17- 0.77% |
$4.08K - $4.45K
|
2.2K
$133K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.58% |
$4.32K - $4.71K
|
3.1K
$188K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-18- 0.68% |
$4.32K - $4.71K
|
2.62K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-18- 8.41% |
$4.32K - $4.71K
|
196
$11.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 1.04% |
$4.56K - $4.97K
|
1.82K
$110K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-19- 2.14% |
$4.56K - $4.97K
|
867
$52.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-20- 0.38% |
$4.8K - $5.23K
|
5.31K
$322K
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-20- 1.21% |
$4.8K - $5.23K
|
1.63K
$98.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-20- 0.07% |
$4.8K - $5.23K
|
26.7K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-20- 0.04% |
$4.8K - $5.23K
|
56.5K
$3.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Ti Trust, Inc
|
SELL
|
- |
-20- 1.31% |
$4.8K - $5.23K
|
1.51K
$91.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-20- 2.38% |
$4.8K - $5.23K
|
820
$49.8K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-21- 1.98% |
$5.04K - $5.49K
|
1.04K
$63K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-22- 0.7% |
$5.28K - $5.75K
|
3.12K
$189K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-22- 1.16% |
$5.28K - $5.75K
|
1.87K
$114K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-22- 2.65% |
$5.28K - $5.75K
|
807
$49K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-23- 0.27% |
$5.53K - $6.01K
|
8.54K
$519K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-23- 0.34% |
$5.53K - $6.01K
|
6.65K
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-23- 0.28% |
$5.53K - $6.01K
|
8.17K
$496K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 0.27% |
$5.53K - $6.01K
|
8.62K
$523K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-23- 0.27% |
$5.53K - $6.01K
|
8.62K
$523K
|
|
|
May 28, 2025
Q2 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-23- 1.46% |
$5.53K - $6.01K
|
1.55K
$94.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-24- 2.54% |
$5.77K - $6.28K
|
920
$55.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-25- 1.99% |
$6.01K - $6.54K
|
1.23K
$74.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-26- 1.77% |
$6.25K - $6.8K
|
1.44K
$87.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-26- 1.06% |
$6.25K - $6.8K
|
2.43K
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-26- 2.22% |
$6.25K - $6.8K
|
1.15K
$69.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-26- 0.98% |
$6.25K - $6.8K
|
2.62K
$159K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-27- 5.24% |
$6.49K - $7.06K
|
488
$29.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-27- 0.17% |
$6.49K - $7.06K
|
15.9K
$967K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-28- 1.57% |
$6.73K - $7.32K
|
1.76K
$107K
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-29- 1.69% |
$6.97K - $7.58K
|
1.69K
$103K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 28.04% |
$7.21K - $7.84K
|
77
$4.67K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-30- 0.21% |
$7.21K - $7.84K
|
14.5K
$878K
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-30- 0.54% |
$7.21K - $7.84K
|
5.58K
$339K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-30- 0.66% |
$7.21K - $7.84K
|
4.51K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-30- 1.36% |
$7.21K - $7.84K
|
2.17K
$132K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-31- 3.35% |
$7.45K - $8.11K
|
895
$54.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-31- 0.73% |
$7.45K - $8.11K
|
4.19K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-32- 0.75% |
$7.69K - $8.37K
|
4.25K
$258K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-33- 1.52% |
$7.93K - $8.63K
|
2.13K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-33- 0.1% |
$7.93K - $8.63K
|
31.9K
$1.93M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-34- 1.67% |
$8.17K - $8.89K
|
2K
$121K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-37- 0.4% |
$8.89K - $9.67K
|
9.15K
$555K
|