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 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-165- 8.23% |
$39.6K - $43.1K
|
1.84K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-166- 3.38% |
$39.9K - $43.4K
|
4.75K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-167- 5.33% |
$40.1K - $43.7K
|
2.97K
$180K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-170- 7.16% |
$40.8K - $44.5K
|
2.21K
$134K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-171- 3.05% |
$41.1K - $44.7K
|
5.44K
$330K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-171- 9.04% |
$41.1K - $44.7K
|
1.72K
$104K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-172- 5.75% |
$41.3K - $45K
|
2.82K
$171K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-177- 4.94% |
$42.5K - $46.3K
|
3.41K
$207K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-178- 15.78% |
$42.8K - $46.5K
|
950
$57.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-178- 3.97% |
$42.8K - $46.5K
|
4.31K
$262K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-179- 7.35% |
$43K - $46.8K
|
2.26K
$137K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-181- 2.22% |
$43.5K - $47.3K
|
7.97K
$484K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-181- 16.81% |
$43.5K - $47.3K
|
896
$54.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-181- 1.76% |
$43.5K - $47.3K
|
10.1K
$615K
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-182- 29.35% |
$43.7K - $47.6K
|
438
$26.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
SELL
|
- |
-186- 0.12% |
$44.7K - $48.6K
|
155K
$9.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-187- 4.15% |
$44.9K - $48.9K
|
4.32K
$263K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-190- 2.91% |
$45.6K - $49.7K
|
6.35K
$385K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-190- 8.31% |
$45.6K - $49.7K
|
2.1K
$127K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-190- 4.65% |
$45.6K - $49.7K
|
3.89K
$236K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-195- 1.65% |
$46.8K - $51K
|
11.6K
$706K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-195- 1.24% |
$46.8K - $51K
|
15.5K
$941K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-198- 6.69% |
$47.6K - $51.8K
|
2.76K
$168K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 1.19% |
$48K - $52.3K
|
16.6K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-200- 1.71% |
$48K - $52.3K
|
11.5K
$696K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-200- 6.34% |
$48K - $52.3K
|
2.95K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-203- 0.83% |
$48.8K - $53.1K
|
24.4K
$1.48M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-205- 15.01% |
$49.2K - $53.6K
|
1.16K
$70.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
SELL
|
- |
-210- 14.79% |
$50.4K - $54.9K
|
1.21K
$73.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-211- 2.72% |
$50.7K - $55.2K
|
7.55K
$458K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-216- 21.8% |
$51.9K - $56.5K
|
775
$47.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-216- 1.29% |
$51.9K - $56.5K
|
16.6K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-220- 10.81% |
$52.8K - $57.5K
|
1.82K
$110K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-222- 4.62% |
$53.3K - $58K
|
4.59K
$278K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-224- 4.88% |
$53.8K - $58.6K
|
4.37K
$265K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-225- 14.11% |
$54K - $58.8K
|
1.37K
$83.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-228- 6.9% |
$54.8K - $59.6K
|
3.08K
$187K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-228- 4.57% |
$54.8K - $59.6K
|
4.76K
$289K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-231- 2.86% |
$55.5K - $60.4K
|
7.85K
$477K
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
SELL
|
- |
-232- 0.6% |
$55.7K - $60.7K
|
38.3K
$2.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-233- 12.84% |
$56K - $60.9K
|
1.58K
$96K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-234- 13.3% |
$56.2K - $61.2K
|
1.53K
$92.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
SELL
|
- |
-237- 3.71% |
$56.9K - $62K
|
6.15K
$374K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-237- 1.47% |
$56.9K - $62K
|
15.9K
$965K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-237- 2.08% |
$56.9K - $62K
|
11.1K
$676K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-238- 1.44% |
$57.2K - $62.2K
|
16.2K
$986K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-239- 5.47% |
$57.4K - $62.5K
|
4.13K
$251K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-240- 3.17% |
$57.7K - $62.8K
|
7.34K
$446K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-241- 0.2% |
$57.9K - $63K
|
121K
$7.37M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-242- 8.35% |
$58.1K - $63.3K
|
2.66K
$161K
|