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 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-368- 0.17% |
$88.4K - $96.2K
|
214K
$13M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-370- 5.41% |
$88.9K - $96.7K
|
6.47K
$393K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-381- 2.61% |
$91.5K - $99.6K
|
14.2K
$865K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-384- 19.2% |
$92.2K - $100K
|
1.62K
$98.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-387- 5.57% |
$93K - $101K
|
6.57K
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-390- 18.92% |
$93.7K - $102K
|
1.67K
$101K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-391- 2.61% |
$93.9K - $102K
|
14.6K
$886K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-394- 2.01% |
$94.6K - $103K
|
19.2K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-396- 21.43% |
$95.1K - $104K
|
1.45K
$88.2K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-402- 3.31% |
$96.6K - $105K
|
11.7K
$713K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-404- 12.46% |
$97K - $106K
|
2.84K
$172K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-420- 6.9% |
$101K - $110K
|
5.67K
$344K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-421- 21.13% |
$101K - $110K
|
1.57K
$95.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-424- 0.72% |
$102K - $111K
|
58.1K
$3.53M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-424- 0.72% |
$102K - $111K
|
58.1K
$3.53M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-426- 2.62% |
$102K - $111K
|
15.9K
$963K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-426- 2.69% |
$102K - $111K
|
15.4K
$935K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-432- 5.92% |
$104K - $113K
|
6.87K
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-435- 2.12% |
$104K - $114K
|
20.1K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-438- 11.99% |
$105K - $115K
|
3.22K
$195K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-439- 2.65% |
$105K - $115K
|
16.1K
$978K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-439- 8.36% |
$105K - $115K
|
4.81K
$292K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-441- 22.9% |
$106K - $115K
|
1.49K
$90.2K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-444- 84.09% |
$107K - $116K
|
84
$5.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-448- 4.05% |
$108K - $117K
|
10.6K
$644K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-452- 2.83% |
$109K - $118K
|
15.5K
$942K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-454- 13.06% |
$109K - $119K
|
3.02K
$184K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-454- 21.35% |
$109K - $119K
|
1.67K
$102K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-458- 18.28% |
$110K - $120K
|
2.05K
$124K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-460- 17.89% |
$111K - $120K
|
2.11K
$128K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-466- 2.04% |
$112K - $122K
|
22.4K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-470- 1.18% |
$113K - $123K
|
39.5K
$2.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-475- 3.82% |
$114K - $124K
|
12K
$727K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-475- 3.96% |
$114K - $124K
|
11.5K
$700K
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-479- 27.23% |
$115K - $125K
|
1.28K
$77.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-481- 8.5% |
$116K - $126K
|
5.18K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-490- 8.3% |
$118K - $128K
|
5.41K
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-491- 7.52% |
$118K - $128K
|
6.04K
$366K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-494- 13.4% |
$119K - $129K
|
3.19K
$194K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-495- 4.28% |
$119K - $129K
|
11.1K
$672K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-503- 1.31% |
$121K - $132K
|
37.8K
$2.29M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-503- 1.41% |
$121K - $132K
|
35.1K
$2.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-506- 0.33% |
$122K - $132K
|
152K
$9.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-512- 1.62% |
$123K - $134K
|
31.1K
$1.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-514- 14.47% |
$123K - $134K
|
3.04K
$184K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-517- 0.46% |
$124K - $135K
|
112K
$6.77M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-520- 5.77% |
$125K - $136K
|
8.49K
$515K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-526- 1.75% |
$126K - $138K
|
29.6K
$1.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-527- 9.53% |
$127K - $138K
|
5K
$304K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-535- 2.02% |
$129K - $140K
|
25.9K
$1.57M
|