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 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-405- 29.76% |
$96.1K - $110K
|
956
$60.2K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-405- 8.07% |
$96.1K - $110K
|
4.62K
$291K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-405- 5.15% |
$96.1K - $110K
|
7.46K
$470K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-412- 10.64% |
$97.7K - $112K
|
3.46K
$218K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-422- 0.51% |
$100K - $115K
|
81.5K
$5.14M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-425- 3.07% |
$101K - $115K
|
13.4K
$845K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-427- 51.57% |
$101K - $116K
|
401
$25.3K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-429- 12.6% |
$102K - $117K
|
2.98K
$187K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-437- 14.49% |
$104K - $119K
|
2.58K
$162K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-438- 1.41% |
$104K - $119K
|
30.7K
$1.93M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-439- 6.73% |
$104K - $119K
|
6.09K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-450- 3.73% |
$107K - $122K
|
11.6K
$732K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-452- 7.78% |
$107K - $123K
|
5.36K
$338K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-457- 4.41% |
$108K - $124K
|
9.9K
$624K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-458- 2.39% |
$109K - $124K
|
18.7K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-459- 3.18% |
$109K - $125K
|
14K
$880K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-463- 8.77% |
$110K - $126K
|
4.82K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-465- 35.88% |
$110K - $126K
|
831
$52.3K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-468- 3.78% |
$111K - $127K
|
11.9K
$750K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-471- 11.09% |
$112K - $128K
|
3.78K
$238K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-479- 1.36% |
$114K - $130K
|
34.6K
$2.18M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-480- 11.49% |
$114K - $130K
|
3.7K
$233K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-482- 13.65% |
$114K - $131K
|
3.05K
$192K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-484- 37.06% |
$115K - $132K
|
822
$51.8K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-484- 14.73% |
$115K - $132K
|
2.8K
$176K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-488- 4.74% |
$116K - $133K
|
9.81K
$618K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-494- 34.07% |
$117K - $134K
|
956
$60.2K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-495- 11.1% |
$117K - $135K
|
3.97K
$250K
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-502- 10.5% |
$119K - $136K
|
4.28K
$270K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-505- 4.33% |
$120K - $137K
|
11.2K
$703K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-507- 12.93% |
$120K - $138K
|
3.41K
$215K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-509- 1.35% |
$121K - $138K
|
37.2K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-516- 33.12% |
$122K - $140K
|
1.04K
$65.6K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-516- 0.82% |
$122K - $140K
|
62.8K
$3.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-518- 9.97% |
$123K - $141K
|
4.68K
$295K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-519- 11.01% |
$123K - $141K
|
4.19K
$264K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-520- 0.63% |
$123K - $141K
|
82.4K
$5.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-524- 6.78% |
$124K - $142K
|
7.21K
$454K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-527- 3.19% |
$125K - $143K
|
16K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-536- 2.11% |
$127K - $146K
|
24.8K
$1.56M
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-537- 0.98% |
$127K - $146K
|
54.1K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-538- 3.16% |
$128K - $146K
|
16.5K
$1.04M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-555- 57.51% |
$132K - $151K
|
410
$25.8K
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-563- 13.35% |
$134K - $153K
|
3.65K
$230K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-565- 10.26% |
$134K - $154K
|
4.94K
$311K
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-565- 12.25% |
$134K - $154K
|
4.05K
$255K
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-575- 3.78% |
$136K - $156K
|
14.6K
$921K
|
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-587- 25.02% |
$139K - $159K
|
1.76K
$111K
|
|
|
Apr 18, 2023
Q1 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-590- 2.74% |
$140K - $160K
|
20.9K
$1.32M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-594- 9.14% |
$141K - $161K
|
5.9K
$372K
|