Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.85MNew |
$2.1B - $2.4B
|
8.85M
$557M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.38M+ 55.1% |
$564M - $646M
|
6.69M
$421M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.86M+ 34908.61% |
$441M - $505M
|
1.86M
$117M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.51M+ 12054.22% |
$359M - $411M
|
1.53M
$96.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
835K+ 5.61% |
$198M - $227M
|
15.7M
$991M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
573K+ 31.15% |
$136M - $156M
|
2.41M
$152M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
220K+ 3618.02% |
$52.1M - $59.7M
|
226K
$14.2M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
215K+ 254.65% |
$51.1M - $58.5M
|
300K
$18.9M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
193KNew |
$45.7M - $52.3M
|
193K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 2.69% |
$42.4M - $48.5M
|
6.81M
$429M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
176KNew |
$41.9M - $47.9M
|
176K
$11.1M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
158K+ 752.57% |
$37.4M - $42.8M
|
179K
$11.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
150K+ 99.94% |
$35.7M - $40.8M
|
301K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 5.52% |
$34.8M - $39.8M
|
2.8M
$176M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
124K+ 6.61% |
$29.3M - $33.6M
|
1.99M
$125M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
124K+ 6.61% |
$29.3M - $33.6M
|
1.99M
$125M
|
|
|
May 08, 2023
Q1 2023
|
Chandler Asset Management, Inc.
|
BUY
|
- |
106K+ 52.47% |
$25.2M - $28.9M
|
309K
$19.5M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
98.4K+ 1138.93% |
$23.4M - $26.8M
|
107K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
96.7K+ 56.34% |
$22.9M - $26.3M
|
268K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
91.7K+ 56.31% |
$21.8M - $24.9M
|
255K
$16M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
91.4K+ 4.82% |
$21.7M - $24.8M
|
1.99M
$125M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
88.4K+ 18.66% |
$21M - $24M
|
562K
$35.4M
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
79.6K+ 4.74% |
$18.9M - $21.6M
|
1.76M
$111M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
70.4K+ 2.05% |
$16.7M - $19.1M
|
3.51M
$221M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
58.8K+ 4.67% |
$13.9M - $16M
|
1.32M
$82.9M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
58.1K+ 1235.95% |
$13.8M - $15.8M
|
62.8K
$3.95M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
56.5K+ 109.69% |
$13.4M - $15.4M
|
108K
$6.81M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
55.4K+ 382.9% |
$13.1M - $15M
|
69.8K
$4.4M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
54.6K+ 13.15% |
$13M - $14.8M
|
470K
$29.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
54.5KNew |
$12.9M - $14.8M
|
54.5K
$3.43M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
50.8KNew |
$12.1M - $13.8M
|
50.8K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
50.8K+ 139.56% |
$12.1M - $13.8M
|
87.2K
$5.49M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
49.9KNew |
$11.8M - $13.6M
|
49.9K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
49.7K+ 1732.53% |
$11.8M - $13.5M
|
52.6K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
49.6KNew |
$11.8M - $13.5M
|
49.6K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48.5K+ 1.48% |
$11.5M - $13.2M
|
3.33M
$210M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
47.4K+ 13.14% |
$11.3M - $12.9M
|
408K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
44.6K+ 15.35% |
$10.6M - $12.1M
|
335K
$21.1M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
43.8KNew |
$10.4M - $11.9M
|
43.8K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
42K+ 39.15% |
$9.97M - $11.4M
|
149K
$9.41M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
41.3KNew |
$9.81M - $11.2M
|
41.3K
$2.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
40.8K+ 426.89% |
$9.68M - $11.1M
|
50.3K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
40KNew |
$9.49M - $10.9M
|
40K
$2.52M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
39.9K+ 13.74% |
$9.47M - $10.8M
|
330K
$20.8M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
38.8KNew |
$9.2M - $10.5M
|
38.8K
$2.44M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
37.4K+ 7.58% |
$8.86M - $10.2M
|
530K
$33.4M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
36.9K+ 10.52% |
$8.75M - $10M
|
388K
$24.4M
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
36.7KNew |
$8.7M - $9.96M
|
36.7K
$2.31M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
36K+ 61.33% |
$8.54M - $9.78M
|
94.7K
$5.96M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35.7K+ 5.8% |
$8.46M - $9.69M
|
650K
$41M
|