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
|
Sepio Capital, LP
|
SELL
|
- |
-274- 9.4% |
$65K - $74.5K
|
2.64K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-277- 19.22% |
$65.7K - $75.3K
|
1.16K
$73.6K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-283- 12.37% |
$67.1K - $76.9K
|
2K
$127K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-288- 1.14% |
$68.3K - $78.3K
|
24.9K
$1.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-288- 3.12% |
$68.3K - $78.3K
|
8.94K
$565K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-288- 21.4% |
$68.3K - $78.3K
|
1.06K
$66.9K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-297- 13.01% |
$70.5K - $80.7K
|
1.99K
$126K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-301- 2.03% |
$71.4K - $81.8K
|
14.5K
$916K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-302- 0.15% |
$71.6K - $82.1K
|
202K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-302- 98.05% |
$71.6K - $82.1K
|
6
$379
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-303- 80.8% |
$71.9K - $82.3K
|
72
$4.55K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-303- 13.44% |
$71.9K - $82.3K
|
1.95K
$123K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-303- 2.03% |
$71.9K - $82.3K
|
14.6K
$925K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-304- 0.78% |
$72.1K - $82.6K
|
38.8K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-307- 3.43% |
$72.8K - $83.4K
|
8.65K
$547K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-307- 3.43% |
$72.8K - $83.4K
|
8.65K
$547K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-309- 5.22% |
$73.3K - $84K
|
5.61K
$355K
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-310- 4.65% |
$73.5K - $84.2K
|
6.35K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-312- 4.39% |
$74K - $84.8K
|
6.79K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-314- 6.4% |
$74.5K - $85.3K
|
4.59K
$290K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-314- 20.08% |
$74.5K - $85.3K
|
1.25K
$79K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-315- 5.35% |
$74.7K - $85.6K
|
5.58K
$353K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-317- 7.0% |
$75.2K - $86.1K
|
4.21K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-324- 1.37% |
$76.9K - $88K
|
23.3K
$1.48M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-327- 1.21% |
$77.6K - $88.9K
|
26.7K
$1.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-333- 4.85% |
$79K - $90.5K
|
6.53K
$413K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-337- 0.61% |
$80K - $91.6K
|
55.3K
$3.49M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-337- 6.97% |
$80K - $91.6K
|
4.5K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-337- 8.33% |
$80K - $91.6K
|
3.71K
$235K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-339- 0.24% |
$80.4K - $92.1K
|
142K
$8.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-340- 21.49% |
$80.7K - $92.4K
|
1.24K
$78.5K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-341- 5.29% |
$80.9K - $92.7K
|
6.1K
$386K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-343- 6.84% |
$81.4K - $93.2K
|
4.67K
$295K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-344- 16.0% |
$81.6K - $93.5K
|
1.81K
$114K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-348- 0.63% |
$82.6K - $94.6K
|
55.2K
$3.49M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-351- 1.02% |
$83.3K - $95.4K
|
34K
$2.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-352- 3.66% |
$83.5K - $95.6K
|
9.27K
$586K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-352- 9.62% |
$83.5K - $95.6K
|
3.31K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-366- 0.85% |
$86.8K - $99.4K
|
42.7K
$2.7M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-374- 2.76% |
$88.7K - $102K
|
13.2K
$832K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-384- 31.66% |
$91.1K - $104K
|
829
$52.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-387- 9.48% |
$91.8K - $105K
|
3.7K
$234K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-389- 0.95% |
$92.3K - $106K
|
40.5K
$2.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-390- 0.59% |
$92.5K - $106K
|
66.1K
$4.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-395- 2.96% |
$93.7K - $107K
|
13K
$820K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-399- 3.26% |
$94.7K - $108K
|
11.8K
$748K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-399- 0.66% |
$94.7K - $108K
|
59.7K
$3.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-400- 3.93% |
$94.9K - $109K
|
9.78K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-401- 99.26% |
$95.1K - $109K
|
3
$190
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-402- 1.98% |
$95.4K - $109K
|
19.9K
$1.26M
|