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 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-142- 4.78% |
$33.7K - $38.6K
|
2.83K
$179K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-142- 6.18% |
$33.7K - $38.6K
|
2.15K
$136K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-144- 6.06% |
$34.2K - $39.1K
|
2.23K
$141K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-144- 0.48% |
$34.2K - $39.1K
|
30.1K
$1.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-146- 6.8% |
$34.6K - $39.7K
|
2K
$126K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-149- 11.89% |
$35.4K - $40.5K
|
1.1K
$69.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-150- 5.01% |
$35.6K - $40.8K
|
2.85K
$180K
|
|
|
May 02, 2023
Q1 2023
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-152- 3.3% |
$36.1K - $41.3K
|
4.46K
$282K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-152- 7.2% |
$36.1K - $41.3K
|
1.96K
$124K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-152- 0.99% |
$36.1K - $41.3K
|
15.2K
$964K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-152- 6.53% |
$36.1K - $41.3K
|
2.18K
$138K
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-153- 2.36% |
$36.3K - $41.6K
|
6.34K
$401K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-155- 2.97% |
$36.8K - $42.1K
|
5.06K
$320K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-156- 2.65% |
$37K - $42.4K
|
5.74K
$363K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-159- 14.52% |
$37.7K - $43.2K
|
936
$59.2K
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-163- 4.36% |
$38.7K - $44.3K
|
3.57K
$226K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-166- 0.73% |
$39.4K - $45.1K
|
22.6K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-167- 11.02% |
$39.6K - $45.4K
|
1.35K
$85.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-168- 3.12% |
$39.9K - $45.6K
|
5.21K
$329K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-169- 2.8% |
$40.1K - $45.9K
|
5.87K
$371K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-169- 2.73% |
$40.1K - $45.9K
|
6.02K
$380K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-170- 13.41% |
$40.3K - $46.2K
|
1.1K
$69.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-172- 12.36% |
$40.8K - $46.7K
|
1.22K
$77.1K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-172- 11.9% |
$40.8K - $46.7K
|
1.27K
$80.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-174- 0.65% |
$41.3K - $47.3K
|
26.8K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-175- 3.88% |
$41.5K - $47.6K
|
4.33K
$274K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-175- 1.21% |
$41.5K - $47.6K
|
14.3K
$901K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-175- 3.75% |
$41.5K - $47.6K
|
4.49K
$284K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-176- 1.92% |
$41.8K - $47.8K
|
9.01K
$570K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-178- 12.33% |
$42.2K - $48.4K
|
1.27K
$80K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-180- 4.64% |
$42.7K - $48.9K
|
3.7K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-180- 41.19% |
$42.7K - $48.9K
|
257
$16.3K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-182- 5.14% |
$43.2K - $49.5K
|
3.36K
$212K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-184- 5.71% |
$43.7K - $50K
|
3.04K
$192K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-184- 1.96% |
$43.7K - $50K
|
9.21K
$582K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-184- 4.35% |
$43.7K - $50K
|
4.05K
$256K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-185- 4.88% |
$43.9K - $50.3K
|
3.6K
$228K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-185- 36.71% |
$43.9K - $50.3K
|
319
$20.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-191- 1.34% |
$45.3K - $51.9K
|
14K
$888K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-191- 2.4% |
$45.3K - $51.9K
|
7.76K
$491K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-197- 1.17% |
$46.7K - $53.5K
|
16.6K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-197- 6.8% |
$46.7K - $53.5K
|
2.7K
$171K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-197- 11.52% |
$46.7K - $53.5K
|
1.51K
$95.7K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-200- 5.28% |
$47.5K - $54.3K
|
3.59K
$227K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-200- 1.73% |
$47.5K - $54.3K
|
11.4K
$719K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.25% |
$47.5K - $54.3K
|
15.8K
$999K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 1.68% |
$47.5K - $54.3K
|
11.7K
$739K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-201- 15.5% |
$47.7K - $54.6K
|
1.1K
$69.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-202- 1.0% |
$47.9K - $54.9K
|
20K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-204- 2.91% |
$48.4K - $55.4K
|
6.8K
$430K
|