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 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.75KNew |
$420K - $457K
|
1.75K
$118K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.74K+ 4.85% |
$418K - $455K
|
37.6K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.72K+ 7.19% |
$413K - $449K
|
25.6K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.7K+ 32.17% |
$409K - $445K
|
6.99K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.69K+ 2.42% |
$407K - $443K
|
71.7K
$4.84M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 3.57% |
$407K - $443K
|
49.1K
$3.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.67K+ 4.81% |
$401K - $436K
|
36.3K
$2.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.67K+ 34.58% |
$400K - $435K
|
6.48K
$438K
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$395K - $430K
|
1.65K
$111K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.64K+ 5.79% |
$394K - $429K
|
30K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.6KNew |
$385K - $419K
|
1.6K
$108K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.59K+ 4.35% |
$383K - $417K
|
38.2K
$2.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
1.57KNew |
$378K - $411K
|
1.57K
$106K
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.56K+ 11.3% |
$375K - $408K
|
15.4K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.53K+ 91.14% |
$368K - $401K
|
3.22K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.5K+ 0.08% |
$361K - $393K
|
1.92M
$130M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.49K+ 1.57% |
$358K - $390K
|
96.2K
$6.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.48K+ 11.42% |
$356K - $388K
|
14.5K
$977K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.48K+ 17.83% |
$356K - $387K
|
9.79K
$661K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.46K+ 4.52% |
$350K - $381K
|
33.7K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.42K+ 1.01% |
$341K - $372K
|
142K
$9.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.41K+ 21.12% |
$339K - $369K
|
8.1K
$547K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.41K+ 0.71% |
$338K - $367K
|
200K
$13.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.4K+ 3.82% |
$336K - $365K
|
38K
$2.56M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.39K+ 17.69% |
$334K - $364K
|
9.25K
$625K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.35K+ 1.42% |
$325K - $354K
|
96.4K
$6.51M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 28.8% |
$324K - $352K
|
6.03K
$407K
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.35KNew |
$324K - $352K
|
1.35K
$91K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.35K+ 5.42% |
$323K - $352K
|
26.2K
$1.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.33K+ 9.53% |
$319K - $347K
|
15.3K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.32K+ 0.58% |
$318K - $346K
|
232K
$15.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.31K+ 3.13% |
$315K - $343K
|
43.2K
$2.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.31K+ 2.17% |
$314K - $342K
|
61.5K
$4.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
1.3K+ 5.64% |
$312K - $340K
|
24.3K
$1.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 1.67% |
$310K - $338K
|
78.4K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.25KNew |
$300K - $327K
|
1.25K
$84.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.25K+ 5.73% |
$300K - $326K
|
23K
$1.56M
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
1.25K+ 1.79% |
$299K - $326K
|
70.8K
$4.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.23KNew |
$296K - $323K
|
1.23K
$83.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.23KNew |
$294K - $320K
|
1.23K
$82.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.22K+ 15.66% |
$294K - $320K
|
9.02K
$610K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.21K+ 3.57% |
$292K - $317K
|
35.3K
$2.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.2K+ 2.72% |
$289K - $315K
|
45.5K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$287K - $313K
|
1.2K
$80.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.19KNew |
$285K - $311K
|
1.19K
$80.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.18K+ 2.25% |
$284K - $310K
|
53.7K
$3.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.18K+ 2.94% |
$284K - $310K
|
41.4K
$2.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.18K+ 2.37% |
$283K - $308K
|
50.9K
$3.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.17K+ 2.74% |
$281K - $305K
|
43.8K
$2.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.16K+ 3.98% |
$280K - $304K
|
30.4K
$2.05M
|