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 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-50- 2.58% |
$11.9K - $13.6K
|
1.89K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-50- 0.88% |
$11.9K - $13.6K
|
5.66K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-55- 0.24% |
$13K - $14.9K
|
23.2K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-56- 1.19% |
$13.3K - $15.2K
|
4.65K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-56- 1.35% |
$13.3K - $15.2K
|
4.1K
$256K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-58- 2.31% |
$13.8K - $15.8K
|
2.46K
$154K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-58- 51.33% |
$13.8K - $15.8K
|
55
$3.44K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-59- 2.34% |
$14K - $16K
|
2.46K
$154K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-59- 1.85% |
$14K - $16K
|
3.14K
$196K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-61- 0.47% |
$14.5K - $16.6K
|
13K
$813K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-61- 0.83% |
$14.5K - $16.6K
|
7.3K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-61- 0.95% |
$14.5K - $16.6K
|
6.36K
$398K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-62- 4.18% |
$14.7K - $16.8K
|
1.42K
$88.9K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-62- 0.63% |
$14.7K - $16.8K
|
9.82K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-62- 4.64% |
$14.7K - $16.8K
|
1.28K
$79.8K
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-63- 2.16% |
$14.9K - $17.1K
|
2.85K
$179K
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-64- 6.71% |
$15.2K - $17.4K
|
890
$55.7K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-64- 23.02% |
$15.2K - $17.4K
|
214
$13.4K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-64- 0.18% |
$15.2K - $17.4K
|
35K
$2.19M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-65- 68.42% |
$15.4K - $17.7K
|
30
$1.88K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-65- 0.01% |
$15.4K - $17.7K
|
1.26M
$78.6M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-65- 0.48% |
$15.4K - $17.7K
|
13.3K
$835K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-65- 13.68% |
$15.4K - $17.7K
|
410
$25.7K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-65- 3.72% |
$15.4K - $17.7K
|
1.68K
$105K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-66- 3.15% |
$15.7K - $17.9K
|
2.03K
$127K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-66- 6.29% |
$15.7K - $17.9K
|
984
$61.6K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-69- 7.9% |
$16.4K - $18.7K
|
804
$50.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-70- 1.69% |
$16.6K - $19K
|
4.08K
$256K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-70- 0.46% |
$16.6K - $19K
|
15.2K
$952K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-73- 0.62% |
$17.3K - $19.8K
|
11.8K
$739K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-73- 0.36% |
$17.3K - $19.8K
|
20.2K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-73- 2.27% |
$17.3K - $19.8K
|
3.14K
$197K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-74- 6.35% |
$17.6K - $20.1K
|
1.09K
$68.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-74- 8.03% |
$17.6K - $20.1K
|
848
$53.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-74- 1.06% |
$17.6K - $20.1K
|
6.89K
$431K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-75- 42.86% |
$17.8K - $20.4K
|
100
$6.26K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-76- 7.4% |
$18K - $20.7K
|
951
$59.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-76- 2.29% |
$18K - $20.7K
|
3.24K
$203K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-77- 7.43% |
$18.3K - $20.9K
|
960
$60.1K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-77- 4.44% |
$18.3K - $20.9K
|
1.66K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-79- 1.13% |
$18.7K - $21.5K
|
6.93K
$434K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-80- 1.28% |
$19K - $21.7K
|
6.18K
$387K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-80- 34.78% |
$19K - $21.7K
|
150
$9.39K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-82- 1.5% |
$19.5K - $22.3K
|
5.39K
$337K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-82- 0.84% |
$19.5K - $22.3K
|
9.7K
$607K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-83- 1.02% |
$19.7K - $22.6K
|
8.07K
$505K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-83- 0.7% |
$19.7K - $22.6K
|
11.7K
$733K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-83- 1.06% |
$19.7K - $22.6K
|
7.78K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-84- 3.53% |
$19.9K - $22.8K
|
2.29K
$144K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-85- 30.25% |
$20.2K - $23.1K
|
196
$12.3K
|