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 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
809+ 0.77% |
$192K - $220K
|
106K
$6.7M
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
809New |
$192K - $220K
|
809
$51K
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
807+ 35.33% |
$191K - $219K
|
3.09K
$195K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
804+ 10.53% |
$191K - $218K
|
8.44K
$532K
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
804+ 39.28% |
$191K - $218K
|
2.85K
$180K
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
803+ 0.35% |
$191K - $218K
|
232K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
802New |
$190K - $218K
|
802
$50.5K
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
800+ 286.74% |
$190K - $217K
|
1.08K
$68K
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
799+ 18.25% |
$190K - $217K
|
5.18K
$326K
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
789+ 1.61% |
$187K - $214K
|
49.7K
$3.13M
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
787+ 87.64% |
$187K - $214K
|
1.69K
$106K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
785+ 3.6% |
$186K - $213K
|
22.6K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
780+ 14.45% |
$185K - $212K
|
6.18K
$389K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
773+ 1.43% |
$183K - $210K
|
54.7K
$3.44M
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
769+ 16.85% |
$182K - $209K
|
5.33K
$336K
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
767+ 12.95% |
$182K - $208K
|
6.69K
$421K
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
742+ 56.73% |
$176K - $202K
|
2.05K
$129K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
740+ 25.39% |
$176K - $201K
|
3.65K
$230K
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
739+ 3.38% |
$175K - $201K
|
22.6K
$1.42M
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
735+ 0.96% |
$174K - $200K
|
77.1K
$4.86M
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
723+ 3.58% |
$172K - $196K
|
20.9K
$1.32M
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
721+ 12.14% |
$171K - $196K
|
6.66K
$419K
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
721+ 4.42% |
$171K - $196K
|
17K
$1.07M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
711+ 67.78% |
$169K - $193K
|
1.76K
$111K
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
710+ 3.56% |
$168K - $193K
|
20.6K
$1.3M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
706+ 83.16% |
$167K - $192K
|
1.56K
$97.9K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
705+ 36.74% |
$167K - $192K
|
2.62K
$165K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
704+ 8.7% |
$167K - $191K
|
8.8K
$554K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
691+ 4.94% |
$164K - $188K
|
14.7K
$925K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
674+ 0.8% |
$160K - $183K
|
85.1K
$5.36M
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
673+ 0.91% |
$160K - $183K
|
74.4K
$4.69M
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
672+ 2.57% |
$159K - $183K
|
26.8K
$1.69M
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
666+ 3.41% |
$158K - $181K
|
20.2K
$1.27M
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
660+ 3.73% |
$157K - $179K
|
18.3K
$1.15M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
649+ 0.51% |
$154K - $176K
|
127K
$8M
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
635+ 8.53% |
$151K - $173K
|
8.08K
$509K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
634+ 3.38% |
$150K - $172K
|
19.4K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
633+ 1.08% |
$150K - $172K
|
59.1K
$3.72M
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
631+ 1.99% |
$150K - $171K
|
32.4K
$2.04M
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
623+ 1.27% |
$148K - $169K
|
49.8K
$3.13M
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
623+ 0.4% |
$148K - $169K
|
155K
$9.77M
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
619+ 15.01% |
$147K - $168K
|
4.74K
$299K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
619New |
$147K - $168K
|
619
$39K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
617+ 1.1% |
$146K - $168K
|
56.7K
$3.57M
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
614+ 27.02% |
$146K - $167K
|
2.89K
$182K
|
|
Apr 05, 2023
Q1 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
604+ 43.14% |
$143K - $164K
|
2K
$126K
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
602+ 7.22% |
$143K - $164K
|
8.94K
$563K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
602+ 299.5% |
$143K - $164K
|
803
$50.6K
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
597+ 2.58% |
$142K - $162K
|
23.8K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
595+ 3.23% |
$141K - $162K
|
19K
$1.2M
|