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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.3K+ 6.83% |
$8.13M - $9.31M
|
536K
$33.8M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
33.9K+ 6.96% |
$8.05M - $9.22M
|
521K
$32.8M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
33.9KNew |
$8.03M - $9.2M
|
33.9K
$2.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
33.5K+ 20.45% |
$7.96M - $9.11M
|
198K
$12.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
33.5K+ 1415.86% |
$7.94M - $9.1M
|
35.9K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
32.4K+ 23.93% |
$7.69M - $8.8M
|
168K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
32.2K+ 48.82% |
$7.63M - $8.74M
|
98K
$6.17M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.4K+ 25.37% |
$7.22M - $8.27M
|
150K
$9.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
28.9K+ 615.39% |
$6.86M - $7.86M
|
33.6K
$2.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28.5KNew |
$6.75M - $7.73M
|
28.5K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
26.7K+ 9.26% |
$6.33M - $7.25M
|
315K
$19.8M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
26KNew |
$6.17M - $7.07M
|
26K
$1.64M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
25.7KNew |
$6.1M - $6.99M
|
25.7K
$1.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
25.3K+ 28.21% |
$6.01M - $6.89M
|
115K
$7.26M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
24KNew |
$5.7M - $6.53M
|
24K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
23.7K+ 19.05% |
$5.62M - $6.44M
|
148K
$9.32M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
23.7KNew |
$5.62M - $6.43M
|
23.7K
$1.49M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
22.7K+ 34.51% |
$5.38M - $6.16M
|
88.3K
$5.56M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21.5K+ 1.84% |
$5.1M - $5.85M
|
1.19M
$74.9M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
21.5K+ 8584.0% |
$5.09M - $5.83M
|
21.7K
$1.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21.3K+ 7.36% |
$5.05M - $5.78M
|
310K
$19.6M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
21.1KNew |
$4.99M - $5.72M
|
21.1K
$1.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21K+ 25.35% |
$4.99M - $5.72M
|
104K
$6.55M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.8K+ 19.08% |
$4.94M - $5.65M
|
130K
$8.18M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.2KNew |
$4.8M - $5.5M
|
20.2K
$1.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
19.9K+ 68.7% |
$4.73M - $5.41M
|
48.9K
$3.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.7K+ 19.38% |
$4.67M - $5.34M
|
121K
$7.63M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
18.7K+ 103927.78% |
$4.44M - $5.08M
|
18.7K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 1.7% |
$4.37M - $5.01M
|
1.1M
$69.4M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18.3K+ 7.67% |
$4.33M - $4.96M
|
256K
$16.1M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17.9K+ 78.57% |
$4.26M - $4.88M
|
40.8K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
17.8K+ 85.78% |
$4.22M - $4.84M
|
38.6K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 2.71% |
$4.11M - $4.71M
|
658K
$41.5M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
16.6K+ 17.9% |
$3.93M - $4.51M
|
109K
$6.88M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
16.2K+ 783.03% |
$3.85M - $4.41M
|
18.3K
$1.15M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.8K+ 211.5% |
$3.76M - $4.3M
|
23.3K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.8K+ 104.39% |
$3.74M - $4.29M
|
30.9K
$1.95M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.1K+ 37.55% |
$3.35M - $3.84M
|
51.7K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
14K+ 679.24% |
$3.33M - $3.81M
|
16.1K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
13.2K+ 10.79% |
$3.14M - $3.6M
|
136K
$8.57M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13K+ 33.45% |
$3.09M - $3.54M
|
52K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.9K+ 2.14% |
$3.06M - $3.5M
|
615K
$38.8M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.5K+ 887.25% |
$2.97M - $3.4M
|
13.9K
$878K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
12.1K+ 25.76% |
$2.88M - $3.29M
|
59.2K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.1K+ 3.54% |
$2.86M - $3.27M
|
353K
$22.2M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 4.09% |
$2.83M - $3.25M
|
304K
$19.1M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.9K+ 15.87% |
$2.83M - $3.24M
|
87K
$5.48M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.9K+ 12.67% |
$2.82M - $3.23M
|
106K
$6.67M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
11.7K+ 5.98% |
$2.77M - $3.18M
|
207K
$13.1M
|
|
|
May 16, 2023
Q1 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
11.6K+ 21.12% |
$2.76M - $3.16M
|
66.6K
$4.2M
|