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 |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
592+ 1.58% |
$140K - $161K
|
38.1K
$2.4M
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
591+ 25.1% |
$140K - $161K
|
2.95K
$186K
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
581+ 10.68% |
$138K - $158K
|
6.02K
$379K
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
579+ 3.59% |
$137K - $157K
|
16.7K
$1.05M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
568+ 1.19% |
$135K - $154K
|
48.1K
$3.03M
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
562+ 1.63% |
$133K - $153K
|
35K
$2.2M
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
550+ 4.31% |
$130K - $149K
|
13.3K
$839K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
550+ 30.56% |
$130K - $149K
|
2.35K
$148K
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
544+ 1.01% |
$129K - $148K
|
54.5K
$3.43M
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
543+ 1.55% |
$129K - $148K
|
35.6K
$2.24M
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
540+ 42.69% |
$128K - $147K
|
1.81K
$114K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
538+ 8.26% |
$128K - $146K
|
7.05K
$444K
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
534+ 1.18% |
$127K - $145K
|
46K
$2.89M
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
531+ 52.06% |
$126K - $144K
|
1.55K
$97.7K
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
525+ 7.98% |
$125K - $143K
|
7.11K
$448K
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
522+ 0.69% |
$124K - $142K
|
75.6K
$4.76M
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
520+ 62.8% |
$123K - $141K
|
1.35K
$84.9K
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
520New |
$123K - $141K
|
520
$32.8K
|
|
Nov 16, 2023
Q1 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
520+ 3.13% |
$123K - $141K
|
17.1K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
515New |
$122K - $140K
|
515
$32.4K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
514+ 13.33% |
$122K - $140K
|
4.37K
$275K
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
511+ 12.41% |
$121K - $139K
|
4.63K
$292K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
505+ 1.39% |
$120K - $137K
|
36.9K
$2.33M
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
494+ 32.12% |
$117K - $134K
|
2.03K
$128K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
483New |
$115K - $131K
|
483
$30.4K
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
482+ 6.59% |
$114K - $131K
|
7.8K
$491K
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
481+ 1.44% |
$114K - $131K
|
33.8K
$2.13M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
477New |
$113K - $130K
|
477
$30K
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
473+ 9.5% |
$112K - $129K
|
5.45K
$343K
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
472+ 0.94% |
$112K - $128K
|
50.9K
$3.21M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
470+ 1.76% |
$112K - $128K
|
27.2K
$1.71M
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
469+ 1.0% |
$111K - $127K
|
47.4K
$2.98M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
453+ 1.52% |
$107K - $123K
|
30.2K
$1.9M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
452+ 8.43% |
$107K - $123K
|
5.81K
$366K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
448+ 27.77% |
$106K - $122K
|
2.06K
$130K
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
444+ 528.57% |
$105K - $121K
|
528
$33.3K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
441+ 9.32% |
$105K - $120K
|
5.17K
$326K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
433+ 8.44% |
$103K - $118K
|
5.56K
$350K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
433+ 2.9% |
$103K - $118K
|
15.4K
$968K
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
424+ 0.73% |
$101K - $115K
|
58.5K
$3.69M
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
421+ 4.89% |
$99.9K - $114K
|
9.03K
$569K
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
410+ 2.34% |
$97.3K - $111K
|
17.9K
$1.13M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
410+ 4.43% |
$97.3K - $111K
|
9.66K
$608K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
409+ 3.4% |
$97K - $111K
|
12.4K
$784K
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
404+ 27.98% |
$95.8K - $110K
|
1.85K
$116K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
400+ 5.65% |
$94.9K - $109K
|
7.49K
$471K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
399New |
$94.7K - $108K
|
399
$25.1K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
394+ 1.73% |
$93.5K - $107K
|
23.1K
$1.46M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
385+ 0.1% |
$91.3K - $105K
|
384K
$24.2M
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
381+ 8.91% |
$90.4K - $104K
|
4.66K
$293K
|