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 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
373+ 7.33% |
$88.5K - $101K
|
5.46K
$344K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
371+ 17.75% |
$88K - $101K
|
2.46K
$155K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
358+ 1.03% |
$84.9K - $97.3K
|
35.2K
$2.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
355+ 22.63% |
$84.2K - $96.5K
|
1.92K
$121K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
350+ 0.72% |
$83K - $95.1K
|
48.9K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
339+ 10.93% |
$80.4K - $92.1K
|
3.44K
$217K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
338+ 3.49% |
$80.2K - $91.8K
|
10K
$631K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
338+ 8.1% |
$80.2K - $91.8K
|
4.51K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
338+ 3.33% |
$80.2K - $91.8K
|
10.5K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
337+ 2.16% |
$80K - $91.6K
|
15.9K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
334+ 18.23% |
$79.2K - $90.8K
|
2.17K
$136K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
326+ 29.0% |
$77.3K - $88.6K
|
1.45K
$91.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
321+ 1.25% |
$76.2K - $87.2K
|
25.9K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
320+ 33.79% |
$75.9K - $87K
|
1.27K
$79.8K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
319+ 2.84% |
$75.7K - $86.7K
|
11.6K
$729K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
318+ 1.52% |
$75.4K - $86.4K
|
21.2K
$1.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
315+ 1.04% |
$74.7K - $85.6K
|
30.7K
$1.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
311+ 1.23% |
$73.8K - $84.5K
|
25.6K
$1.61M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
307+ 3.74% |
$72.8K - $83.4K
|
8.53K
$537K
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
306+ 0.83% |
$72.6K - $83.1K
|
37.2K
$2.34M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
302New |
$71.6K - $82.1K
|
302
$19K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
300+ 375.0% |
$71.2K - $81.5K
|
380
$23.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
300+ 93.75% |
$71.2K - $81.5K
|
620
$39.1K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
300+ 4.28% |
$71.2K - $81.5K
|
7.31K
$460K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
298+ 0.26% |
$70.7K - $81K
|
115K
$7.23M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
298+ 3.28% |
$70.7K - $81K
|
9.38K
$591K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
297+ 1.77% |
$70.5K - $80.7K
|
17.1K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
295+ 0.97% |
$70K - $80.2K
|
30.6K
$1.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
290+ 3.86% |
$68.8K - $78.8K
|
7.8K
$491K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
289+ 5.98% |
$68.6K - $78.5K
|
5.12K
$323K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
280+ 15.95% |
$66.4K - $76.1K
|
2.04K
$128K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
266+ 1.46% |
$63.1K - $72.3K
|
18.5K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
265+ 6.63% |
$62.9K - $72K
|
4.27K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
265+ 0.43% |
$62.9K - $72K
|
62K
$3.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
264+ 6.52% |
$62.6K - $71.7K
|
4.31K
$272K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
263+ 1.14% |
$62.4K - $71.5K
|
23.3K
$1.47M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
262+ 0.69% |
$62.2K - $71.2K
|
38.3K
$2.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
262+ 7.04% |
$62.2K - $71.2K
|
3.99K
$251K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
260+ 25.87% |
$61.7K - $70.6K
|
1.27K
$79.7K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
260+ 0.72% |
$61.7K - $70.6K
|
36.6K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
259+ 5.11% |
$61.4K - $70.4K
|
5.33K
$335K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
257+ 5.02% |
$61K - $69.8K
|
5.37K
$338K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
257+ 1.75% |
$61K - $69.8K
|
15K
$943K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
255+ 11.68% |
$60.5K - $69.3K
|
2.44K
$154K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
246+ 3.11% |
$58.4K - $66.8K
|
8.15K
$513K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
244+ 2.64% |
$57.9K - $66.3K
|
9.49K
$597K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
237+ 11.78% |
$56.2K - $64.4K
|
2.25K
$142K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
237+ 13.5% |
$56.2K - $64.4K
|
1.99K
$125K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
237+ 7.56% |
$56.2K - $64.4K
|
3.37K
$212K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
237+ 0.65% |
$56.2K - $64.4K
|
36.6K
$2.31M
|