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
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.16K- 0.59% |
$278K - $303K
|
195K
$10.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.16K- 12.48% |
$279K - $304K
|
8.15K
$447K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.16K- 3.72% |
$280K - $304K
|
30.1K
$1.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.19K- 5.29% |
$286K - $311K
|
21.3K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 33.65% |
$294K - $320K
|
2.41K
$132K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 27.22% |
$294K - $320K
|
3.27K
$180K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.24K- 2.28% |
$298K - $324K
|
53.2K
$2.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.25K- 17.59% |
$300K - $327K
|
5.86K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 4.68% |
$301K - $327K
|
25.5K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-1.26K- 17.56% |
$303K - $330K
|
5.92K
$325K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.27K- 5.48% |
$305K - $332K
|
21.9K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.29K- 16.93% |
$309K - $336K
|
6.31K
$346K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.36K- 7.4% |
$326K - $355K
|
17K
$932K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.36K- 4.0% |
$326K - $355K
|
32.6K
$1.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.37K- 60.35% |
$328K - $357K
|
898
$49.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.39K- 8.29% |
$333K - $363K
|
15.3K
$842K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.41K- 34.3% |
$339K - $369K
|
2.71K
$148K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.43K- 5.13% |
$343K - $374K
|
26.4K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.45K- 2.91% |
$349K - $379K
|
48.5K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.49K- 9.26% |
$358K - $390K
|
14.6K
$801K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.5K- 3.53% |
$361K - $393K
|
41.1K
$2.25M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.5K- 52.75% |
$361K - $393K
|
1.35K
$73.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.51K- 21.08% |
$362K - $395K
|
5.65K
$310K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.57K- 5.15% |
$378K - $412K
|
29K
$1.59M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-1.62K- 9.91% |
$390K - $425K
|
14.8K
$810K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.66K- 6.37% |
$398K - $433K
|
24.4K
$1.34M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.67K- 19.06% |
$400K - $436K
|
7.08K
$388K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.68K- 7.11% |
$404K - $440K
|
22K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-1.69K- 3.12% |
$405K - $441K
|
52.4K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.71K- 1.0% |
$410K - $446K
|
169K
$9.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.73K- 51.65% |
$417K - $453K
|
1.62K
$89K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.76K- 21.41% |
$422K - $459K
|
6.44K
$353K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.79K- 3.0% |
$430K - $468K
|
57.9K
$3.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.85K- 6.23% |
$443K - $483K
|
27.8K
$1.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.85K- 18.34% |
$445K - $485K
|
8.25K
$452K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.86K- 3.28% |
$446K - $486K
|
54.8K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-1.88K- 2.25% |
$451K - $491K
|
81.4K
$4.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.88K- 23.52% |
$451K - $491K
|
6.11K
$335K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.88K- 24.41% |
$453K - $493K
|
5.83K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-1.89K- 5.39% |
$454K - $494K
|
33.1K
$1.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.93K- 8.18% |
$462K - $503K
|
21.6K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.94K- 27.28% |
$466K - $507K
|
5.17K
$283K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.94K- 6.33% |
$467K - $508K
|
28.8K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.95K- 21.28% |
$469K - $511K
|
7.23K
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.97K- 1.3% |
$474K - $516K
|
150K
$8.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.99K- 60.3% |
$477K - $520K
|
1.31K
$71.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.99K- 9.84% |
$478K - $520K
|
18.2K
$1M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2K- 11.52% |
$481K - $524K
|
15.4K
$843K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.04K- 1.3% |
$491K - $534K
|
155K
$8.52M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.06K- 3.52% |
$494K - $537K
|
56.4K
$3.09M
|