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 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-597- 15.35% |
$142K - $162K
|
3.29K
$207K
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-600- 4.31% |
$142K - $163K
|
13.3K
$839K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-602- 74.97% |
$143K - $164K
|
201
$12.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
SELL
|
- |
-608- 20.71% |
$144K - $165K
|
2.33K
$147K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-611- 27.45% |
$145K - $166K
|
1.62K
$102K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-616- 53.94% |
$146K - $167K
|
526
$33.1K
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-617- 0.96% |
$146K - $168K
|
63.4K
$3.99M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-639- 2.98% |
$152K - $174K
|
20.8K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-644- 24.28% |
$153K - $175K
|
2.01K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-645- 31.95% |
$153K - $175K
|
1.37K
$86.5K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-648- 0.99% |
$154K - $176K
|
64.7K
$4.07M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-651- 0.86% |
$154K - $177K
|
74.9K
$4.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-661- 9.05% |
$157K - $180K
|
6.64K
$418K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-665- 8.25% |
$158K - $181K
|
7.39K
$466K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-670- 7.35% |
$159K - $182K
|
8.44K
$532K
|
|
|
Apr 25, 2023
Q1 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-677- 26.43% |
$161K - $184K
|
1.88K
$119K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-680- 4.93% |
$161K - $185K
|
13.1K
$826K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-685- 12.47% |
$163K - $186K
|
4.81K
$303K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-688- 0.39% |
$163K - $187K
|
177K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-698- 20.29% |
$166K - $190K
|
2.74K
$173K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-699- 31.63% |
$166K - $190K
|
1.51K
$95.2K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-700- 37.19% |
$166K - $190K
|
1.18K
$74.5K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-708- 13.35% |
$168K - $192K
|
4.59K
$289K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-712- 4.12% |
$169K - $193K
|
16.6K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-722- 6.41% |
$171K - $196K
|
10.5K
$664K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-744- 0.35% |
$177K - $202K
|
215K
$13.5M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-755- 2.31% |
$179K - $205K
|
31.9K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-761- 1.78% |
$181K - $207K
|
42.1K
$2.65M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-762- 1.94% |
$181K - $207K
|
38.5K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-764- 0.54% |
$181K - $208K
|
141K
$8.88M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-772- 0.3% |
$183K - $210K
|
257K
$16.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-774- 15.25% |
$184K - $210K
|
4.3K
$271K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-790- 80.12% |
$187K - $215K
|
196
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-795- 49.23% |
$189K - $216K
|
820
$51.7K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-799- 1.63% |
$190K - $217K
|
48.2K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-805- 24.01% |
$191K - $219K
|
2.55K
$160K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-808- 95.4% |
$192K - $220K
|
39
$2.46K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-808- 13.16% |
$192K - $220K
|
5.33K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-809- 9.9% |
$192K - $220K
|
7.36K
$464K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-811- 1.62% |
$192K - $220K
|
49.2K
$3.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-814- 11.01% |
$193K - $221K
|
6.58K
$414K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-814- 2.31% |
$193K - $221K
|
34.4K
$2.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-816- 3.18% |
$194K - $222K
|
24.8K
$1.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-831- 0.82% |
$197K - $226K
|
101K
$6.35M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-832- 0.86% |
$197K - $226K
|
96.1K
$6.06M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-834- 0.74% |
$198K - $227K
|
112K
$7.06M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-838- 19.87% |
$199K - $228K
|
3.38K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-839- 5.46% |
$199K - $228K
|
14.5K
$916K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-842- 4.93% |
$200K - $229K
|
16.2K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-849- 0.93% |
$201K - $231K
|
90.9K
$5.73M
|