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
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
82+ 0.39% |
$19.5K - $22.3K
|
21.4K
$1.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
80+ 0.33% |
$19K - $21.7K
|
24.3K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
78+ 2.48% |
$18.5K - $21.2K
|
3.22K
$203K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
76+ 7.13% |
$18K - $20.7K
|
1.14K
$72.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
75+ 1.83% |
$17.8K - $20.4K
|
4.18K
$264K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
72+ 0.17% |
$17.1K - $19.6K
|
42.6K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
71+ 8.6% |
$16.8K - $19.3K
|
897
$56.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
69+ 0.85% |
$16.4K - $18.7K
|
8.23K
$520K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
69New |
$16.4K - $18.7K
|
69
$4.36K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
67+ 3.33% |
$15.9K - $18.2K
|
2.08K
$132K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
66+ 0.15% |
$15.7K - $17.9K
|
45.2K
$2.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
66+ 0.12% |
$15.7K - $17.9K
|
55.5K
$3.51M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
66+ 0.1% |
$15.7K - $17.9K
|
63.9K
$4.04M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
66+ 2.58% |
$15.7K - $17.9K
|
2.63K
$166K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
65+ 0.08% |
$15.4K - $17.7K
|
81.4K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
64+ 2.57% |
$15.2K - $17.4K
|
2.55K
$161K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
63+ 34.05% |
$14.9K - $17.1K
|
248
$15.7K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
63New |
$14.9K - $17.1K
|
63
$3.98K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
62+ 0.86% |
$14.7K - $16.8K
|
7.29K
$461K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
61+ 2.34% |
$14.5K - $16.6K
|
2.67K
$169K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
61+ 0.57% |
$14.5K - $16.6K
|
10.8K
$682K
|
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
61+ 5.52% |
$14.5K - $16.6K
|
1.17K
$73.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
60+ 15.92% |
$14.2K - $16.3K
|
437
$27.6K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
60+ 6.34% |
$14.2K - $16.3K
|
1.01K
$63.6K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
60+ 1.34% |
$14.2K - $16.3K
|
4.52K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
57+ 0.18% |
$13.5K - $15.5K
|
31.9K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
57+ 1.5% |
$13.5K - $15.5K
|
3.87K
$244K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
56+ 1.65% |
$13.3K - $15.2K
|
3.45K
$218K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
55+ 1.28% |
$13K - $14.9K
|
4.36K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
55+ 3.16% |
$13K - $14.9K
|
1.79K
$113K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
54+ 0.21% |
$12.8K - $14.7K
|
25.2K
$1.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
53+ 1.7% |
$12.6K - $14.4K
|
3.17K
$201K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
52+ 2.62% |
$12.3K - $14.1K
|
2.04K
$129K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
52+ 2.12% |
$12.3K - $14.1K
|
2.51K
$159K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
52+ 9.44% |
$12.3K - $14.1K
|
603
$38.1K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
51+ 0.44% |
$12.1K - $13.9K
|
11.7K
$738K
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
50+ 0.19% |
$11.9K - $13.6K
|
26.4K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
48+ 2.29% |
$11.4K - $13K
|
2.15K
$136K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
48New |
$11.4K - $13K
|
48
$3.04K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
48+ 3.1% |
$11.4K - $13K
|
1.6K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
45+ 0.03% |
$10.7K - $12.2K
|
154K
$9.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
44+ 5.02% |
$10.4K - $12K
|
920
$58.2K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
44+ 2.45% |
$10.4K - $12K
|
1.84K
$116K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
43+ 0.95% |
$10.2K - $11.7K
|
4.58K
$289K
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
43+ 2.3% |
$10.2K - $11.7K
|
1.91K
$121K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
43New |
$10.2K - $11.7K
|
43
$2.72K
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
42+ 2.27% |
$9.96K - $11.4K
|
1.9K
$120K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
42+ 2.19% |
$9.96K - $11.4K
|
1.96K
$124K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
42+ 46.15% |
$9.96K - $11.4K
|
133
$8.41K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
41+ 2.3% |
$9.73K - $11.1K
|
1.82K
$115K
|