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 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.28K- 7.04% |
$789K - $858K
|
43.4K
$2.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.28K- 1.58% |
$789K - $858K
|
204K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.33K- 2.36% |
$799K - $870K
|
138K
$7.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.38K- 74.87% |
$811K - $883K
|
1.13K
$62.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.59K- 14.44% |
$863K - $940K
|
21.3K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.77K- 9.72% |
$905K - $985K
|
35K
$1.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.77K- 1.18% |
$906K - $986K
|
317K
$17.4M
|
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.83K- 10.52% |
$919K - $1M
|
32.6K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.92K- 16.01% |
$943K - $1.03M
|
20.6K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.94K- 39.12% |
$947K - $1.03M
|
6.14K
$337K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.05K- 3.26% |
$973K - $1.06M
|
120K
$6.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.07K- 10.49% |
$976K - $1.06M
|
34.7K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.19K- 3.42% |
$1.01M - $1.1M
|
118K
$6.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.23K- 13.22% |
$1.01M - $1.1M
|
27.7K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.37K- 4.65% |
$1.05M - $1.14M
|
89.5K
$4.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-4.49K- 72.72% |
$1.08M - $1.17M
|
1.69K
$92.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-4.52K- 47.65% |
$1.09M - $1.18M
|
4.97K
$272K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.52K- 64.12% |
$1.09M - $1.18M
|
2.53K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.56K- 1.46% |
$1.09M - $1.19M
|
307K
$16.8M
|
|
|
Feb 26, 2025
Q2 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-4.6K- 84.84% |
$1.11M - $1.2M
|
822
$45.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.74K- 8.48% |
$1.14M - $1.24M
|
51.2K
$2.81M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.81K- 94.41% |
$1.16M - $1.26M
|
285
$15.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.81K- 1.56% |
$1.16M - $1.26M
|
304K
$16.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.05K- 2.35% |
$1.21M - $1.32M
|
210K
$11.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.11K- 26.62% |
$1.23M - $1.34M
|
14.1K
$772K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.31K- 8.03% |
$1.28M - $1.39M
|
60.9K
$3.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.37K- 11.32% |
$1.29M - $1.4M
|
42.1K
$2.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.41K- 5.81% |
$1.3M - $1.41M
|
87.6K
$4.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.54K- 15.51% |
$1.33M - $1.45M
|
30.2K
$1.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.57K- 2.18% |
$1.34M - $1.46M
|
251K
$13.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-5.59K- 40.86% |
$1.34M - $1.46M
|
8.09K
$444K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.6K- 83.69% |
$1.34M - $1.46M
|
1.09K
$59.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.6K- 15.53% |
$1.35M - $1.47M
|
30.5K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.68K- 21.95% |
$1.36M - $1.49M
|
20.2K
$1.11M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.19K- 6.18% |
$1.49M - $1.62M
|
94K
$5.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-6.4K- 8.63% |
$1.54M - $1.67M
|
67.8K
$3.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.45K- 5.18% |
$1.55M - $1.69M
|
118K
$6.47M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.47K- 31.43% |
$1.55M - $1.69M
|
14.1K
$774K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-6.74K- 9.55% |
$1.62M - $1.76M
|
63.8K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.78K- 15.85% |
$1.63M - $1.77M
|
36K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.28K- 13.99% |
$1.75M - $1.9M
|
44.8K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.4K- 2.93% |
$1.78M - $1.93M
|
245K
$13.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.45K- 6.25% |
$1.79M - $1.95M
|
112K
$6.12M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.47K- 79.28% |
$1.79M - $1.95M
|
1.95K
$107K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.57K- 69.75% |
$1.82M - $1.98M
|
3.28K
$180K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.63K- 1.48% |
$1.83M - $1.99M
|
507K
$27.8M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-7.83K- 79.83% |
$1.88M - $2.05M
|
1.98K
$109K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-8.11K- 8.76% |
$1.95M - $2.12M
|
84.5K
$4.63M
|