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 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.99K- 9.84% |
$478K - $520K
|
18.2K
$1.11M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2K- 11.52% |
$481K - $524K
|
15.4K
$934K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.04K- 1.3% |
$491K - $534K
|
155K
$9.43M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.06K- 3.52% |
$494K - $537K
|
56.4K
$3.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-2.07K- 4.03% |
$497K - $541K
|
49.2K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.08K- 8.39% |
$500K - $544K
|
22.7K
$1.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-2.08K- 40.28% |
$501K - $545K
|
3.09K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.11K- 17.59% |
$506K - $551K
|
9.88K
$600K
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.12K- 3.12% |
$510K - $555K
|
65.9K
$4M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.13K- 38.71% |
$512K - $557K
|
3.37K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.18K- 64.2% |
$525K - $571K
|
1.22K
$73.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.2K- 37.17% |
$529K - $576K
|
3.72K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.21K- 1.09% |
$530K - $577K
|
200K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.21K- 10.2% |
$531K - $578K
|
19.5K
$1.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.23K- 14.17% |
$536K - $583K
|
13.5K
$820K
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-2.24K- 5.1% |
$538K - $586K
|
41.7K
$2.53M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.24K- 21.26% |
$539K - $586K
|
8.3K
$504K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.27K- 2.53% |
$544K - $592K
|
87.3K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.28K- 10.0% |
$547K - $596K
|
20.5K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.3K- 12.66% |
$552K - $601K
|
15.8K
$962K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.3K- 59.1% |
$553K - $601K
|
1.59K
$96.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.34K- 1.41% |
$563K - $613K
|
164K
$9.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.35K- 29.75% |
$565K - $614K
|
5.55K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.37K- 8.42% |
$570K - $620K
|
25.8K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.41K- 6.98% |
$578K - $629K
|
32K
$1.94M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.41K- 1.93% |
$579K - $631K
|
122K
$7.43M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.45K- 2.8% |
$587K - $639K
|
84.8K
$5.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.45K- 71.19% |
$588K - $640K
|
991
$60.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.47K- 2.5% |
$594K - $646K
|
96.4K
$5.85M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.51K- 4.02% |
$603K - $657K
|
59.9K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.55K- 4.28% |
$612K - $666K
|
56.9K
$3.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.56K- 0.61% |
$614K - $668K
|
419K
$25.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.61K- 14.39% |
$626K - $682K
|
15.5K
$942K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.62K- 20.83% |
$630K - $685K
|
9.96K
$605K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-2.68K- 0.14% |
$644K - $701K
|
1.86M
$113M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.7K- 47.34% |
$650K - $707K
|
3.01K
$183K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.72K- 13.45% |
$654K - $711K
|
17.5K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.79K- 3.31% |
$671K - $730K
|
81.7K
$4.96M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.83K- 14.79% |
$680K - $740K
|
16.3K
$990K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.89K- 17.41% |
$693K - $755K
|
13.7K
$831K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.89K- 3.33% |
$695K - $756K
|
84.1K
$5.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.9K- 6.4% |
$695K - $757K
|
42.3K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.93K- 28.68% |
$704K - $766K
|
7.28K
$442K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-3K- 66.91% |
$719K - $783K
|
1.48K
$89.9K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-3.04K- 4.06% |
$730K - $795K
|
71.9K
$4.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.07K- 8.4% |
$738K - $803K
|
33.5K
$2.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.17K- 43.92% |
$760K - $828K
|
4.04K
$245K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.18K- 1.35% |
$764K - $832K
|
232K
$14.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.19K- 16.26% |
$767K - $835K
|
16.4K
$998K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.2K- 13.1% |
$768K - $836K
|
21.2K
$1.29M
|