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 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.17K+ 2.74% |
$281K - $305K
|
43.8K
$2.55M
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.16K+ 3.98% |
$280K - $304K
|
30.4K
$1.77M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 5.63% |
$279K - $304K
|
21.8K
$1.27M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.16K+ 1.67% |
$278K - $302K
|
70.5K
$4.1M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.15K+ 1.54% |
$277K - $301K
|
76K
$4.42M
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
1.15K+ 6.77% |
$277K - $301K
|
18.2K
$1.06M
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.15K+ 1.39% |
$277K - $301K
|
83.7K
$4.87M
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.15K+ 16.59% |
$276K - $300K
|
8.08K
$470K
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
1.14K+ 7.05% |
$275K - $299K
|
17.3K
$1.01M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.13K+ 4.93% |
$270K - $294K
|
23.9K
$1.39M
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.13K+ 4.68% |
$270K - $294K
|
25.2K
$1.46M
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.12K+ 2.1% |
$270K - $294K
|
54.6K
$3.18M
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
1.12KNew |
$269K - $293K
|
1.12K
$65.3K
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.29% |
$268K - $292K
|
49.7K
$2.9M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 0.97% |
$268K - $291K
|
116K
$6.77M
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.1K+ 1.06% |
$263K - $287K
|
104K
$6.07M
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.09K+ 42.44% |
$263K - $286K
|
3.67K
$214K
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.09K+ 531.71% |
$262K - $285K
|
1.3K
$75.4K
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.09K+ 11.57% |
$261K - $284K
|
10.5K
$609K
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
1.08KNew |
$260K - $283K
|
1.08K
$63.1K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.07K+ 27.73% |
$258K - $280K
|
4.94K
$287K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.07K+ 14.26% |
$256K - $279K
|
8.55K
$498K
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.07K+ 18.57% |
$256K - $279K
|
6.81K
$396K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.06K+ 38.54% |
$254K - $277K
|
3.8K
$221K
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 4.99% |
$253K - $275K
|
22.2K
$1.29M
|
|
Jul 14, 2023
Q2 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.05K+ 2.3% |
$252K - $275K
|
46.7K
$2.72M
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.05K+ 37.22% |
$252K - $275K
|
3.87K
$225K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.04K+ 6.99% |
$251K - $273K
|
16K
$931K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.04K+ 9.27% |
$249K - $271K
|
12.2K
$710K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.03K+ 75.18% |
$247K - $269K
|
2.39K
$139K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.01K+ 0.55% |
$243K - $264K
|
185K
$10.8M
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
1K+ 17.4% |
$241K - $262K
|
6.76K
$394K
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1KNew |
$240K - $261K
|
1K
$58.2K
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
999New |
$240K - $261K
|
999
$58.2K
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
999+ 26.6% |
$240K - $261K
|
4.75K
$277K
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
998+ 23.74% |
$240K - $261K
|
5.2K
$303K
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
994+ 27.81% |
$239K - $260K
|
4.57K
$266K
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
990New |
$238K - $259K
|
990
$57.6K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
985New |
$237K - $258K
|
985
$57.3K
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
984New |
$236K - $257K
|
984
$57.3K
|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
980New |
$235K - $256K
|
980
$57K
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
971+ 6.39% |
$233K - $254K
|
16.2K
$942K
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
968New |
$233K - $253K
|
968
$56.3K
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
964New |
$232K - $252K
|
964
$56.1K
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
961+ 4.56% |
$231K - $251K
|
22K
$1.28M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
960New |
$231K - $251K
|
960
$55.9K
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
946New |
$227K - $247K
|
946
$55.1K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
944New |
$227K - $247K
|
944
$55K
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
942New |
$226K - $246K
|
942
$54.8K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
902New |
$217K - $236K
|
902
$52.5K
|