Purchases and Sales Made in Q2 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 04, 2023 Q2 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
10.1K
+ 26.63%
$2.43M - $2.65M
48.1K $3.25M
Jul 19, 2023 Q2 2023
Grant

BUY
 -
10.1K
New
$2.42M - $2.64M
10.1K $681K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
9.97K
+ 55.2%
$2.4M - $2.61M
28K $1.89M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
9.31K
New
$2.24M - $2.44M
9.31K $629K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
8.67K
+ 63.16%
$2.08M - $2.27M
22.4K $1.51M
Jul 26, 2023 Q2 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
8.46K
+ 659.08%
$2.03M - $2.21M
9.74K $658K
Jul 26, 2023 Q2 2023
Cahaba Wealth Management, Inc.

BUY
 -
8.38K
+ 2.76%
$2.01M - $2.19M
312K $21.1M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
8.25K
+ 6.26%
$1.98M - $2.16M
140K $9.46M
Aug 02, 2023 Q2 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
8.24K
+ 20.29%
$1.98M - $2.15M
48.8K $3.3M
Jul 21, 2023 Q2 2023
Rmr Wealth Builders

BUY
 -
8.24K
+ 5.35%
$1.98M - $2.15M
162K $11M
Aug 09, 2023 Q2 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
8.08K
+ 9.75%
$1.94M - $2.11M
90.9K $6.14M
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
7.71K
+ 12.29%
$1.85M - $2.02M
70.5K $4.76M
Aug 10, 2023 Q2 2023
Aft, Forsyth & Sober, LLC

BUY
 -
7.71K
+ 14.1%
$1.85M - $2.02M
62.4K $4.22M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
7.7K
New
$1.85M - $2.01M
7.7K $520K
Aug 04, 2023 Q2 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
7.68K
New
$1.84M - $2.01M
7.68K $519K
Aug 11, 2023 Q2 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
7.66K
+ 7.02%
$1.84M - $2M
117K $7.89M
Aug 04, 2023 Q2 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
7.52K
+ 17.35%
$1.81M - $1.97M
50.9K $3.44M
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
7.46K
+ 16.54%
$1.79M - $1.95M
52.6K $3.55M
Jul 12, 2023 Q2 2023
Symphony Financial, Ltd. Co.

BUY
 -
7.45K
+ 10.72%
$1.79M - $1.95M
76.9K $5.2M
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
7.38K
+ 487.9%
$1.77M - $1.93M
8.9K $601K
Aug 14, 2023 Q2 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
7.32K
+ 33.39%
$1.76M - $1.91M
29.2K $1.97M
Aug 07, 2023 Q2 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
7.28K
+ 6.47%
$1.75M - $1.9M
120K $8.09M
Jul 10, 2023 Q2 2023
Smith Anglin Financial, LLC

BUY
 -
7.13K
+ 3.37%
$1.71M - $1.87M
219K $14.8M
Jul 24, 2023 Q2 2023
Newport Capital Group, LLC

BUY
 -
7.06K
New
$1.7M - $1.85M
7.06K $477K
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
7.02K
+ 3.96%
$1.69M - $1.84M
184K $12.5M
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
6.87K
+ 250.58%
$1.65M - $1.8M
9.61K $649K
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
6.87K
New
$1.65M - $1.8M
6.87K $464K
Aug 04, 2023 Q2 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
6.86K
+ 19.16%
$1.65M - $1.79M
42.6K $2.88M
Jul 14, 2023 Q2 2023
Ccg Wealth Management, LLC

BUY
 -
6.81K
+ 16.27%
$1.64M - $1.78M
48.7K $3.29M
Nov 15, 2023 Q2 2023
Exchange Bank

Santa Rosa, CA
BUY
 -
6.69K
New
$1.61M - $1.75M
6.69K $452K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
6.67K
+ 0.45%
$1.6M - $1.74M
1.5M $101M
Jul 31, 2023 Q2 2023
Campbell Wealth Management

BUY
 -
6.64K
New
$1.59M - $1.74M
6.64K $448K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
6.46K
+ 11.11%
$1.55M - $1.69M
64.7K $4.37M
Jul 18, 2023 Q2 2023
Smithbridge Asset Management Inc

BUY
 -
6.44K
+ 45.57%
$1.55M - $1.68M
20.6K $1.39M
Jul 31, 2023 Q2 2023
Courier Capital LLC

BUY
 -
6.38K
+ 11.57%
$1.53M - $1.67M
61.5K $4.16M
Aug 07, 2023 Q2 2023
Rkl Wealth Management LLC

BUY
 -
6.38K
+ 3.79%
$1.53M - $1.67M
174K $11.8M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
6.37K
+ 663.75%
$1.53M - $1.67M
7.33K $495K
Aug 14, 2023 Q2 2023
State Of Wisconsin Investment Board

Madison, WI
BUY
 -
6.32K
+ 5.18%
$1.52M - $1.65M
128K $8.66M
Aug 09, 2023 Q2 2023
Journey Advisory Group, LLC

BUY
 -
6.27K
+ 7.1%
$1.51M - $1.64M
94.6K $6.39M
Aug 14, 2023 Q2 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
6.26K
+ 2.17%
$1.5M - $1.64M
295K $19.9M
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
6.21K
+ 1.24%
$1.49M - $1.62M
508K $34.3M
Aug 07, 2023 Q2 2023
Coastline Trust CO

BUY
 -
6.2K
+ 8.75%
$1.49M - $1.62M
77K $5.2M
Jul 14, 2023 Q2 2023
626 Financial, LLC

BUY
 -
6.19K
+ 193.28%
$1.49M - $1.62M
9.39K $634K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
6.07K
+ 6.19%
$1.46M - $1.59M
104K $7.03M
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
6.06K
+ 2.41%
$1.46M - $1.59M
258K $17.4M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
6.04K
+ 1.34%
$1.45M - $1.58M
457K $30.8M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
6.03K
+ 68.97%
$1.45M - $1.58M
14.8K $998K
Jul 27, 2023 Q2 2023
Washington Trust CO

BUY
 -
6K
+ 39.87%
$1.44M - $1.57M
21.1K $1.42M
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
5.98K
+ 66.88%
$1.44M - $1.56M
14.9K $1.01M

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