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
|
Amg National Trust Bank
|
SELL
|
- |
-854- 2.4% |
$203K - $232K
|
34.7K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-857- 0.83% |
$203K - $233K
|
103K
$6.48M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-860- 2.78% |
$204K - $234K
|
30.1K
$1.9M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-862- 3.37% |
$205K - $234K
|
24.7K
$1.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-871- 5.98% |
$207K - $237K
|
13.7K
$862K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-876- 48.86% |
$208K - $238K
|
917
$57.8K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-888- 2.56% |
$211K - $241K
|
33.8K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-892- 9.7% |
$212K - $242K
|
8.31K
$523K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-894- 9.37% |
$212K - $243K
|
8.65K
$545K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-916- 4.23% |
$217K - $249K
|
20.8K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-917- 40.17% |
$218K - $249K
|
1.37K
$86K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-926- 13.47% |
$220K - $252K
|
5.95K
$375K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-936- 5.3% |
$222K - $254K
|
16.7K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-955- 5.72% |
$227K - $259K
|
15.7K
$991K
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-967- 2.18% |
$229K - $263K
|
43.3K
$2.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-981- 2.06% |
$233K - $267K
|
46.6K
$2.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-983- 10.96% |
$233K - $267K
|
7.99K
$503K
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-997Closed |
$237K - $271K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-999- 5.56% |
$237K - $271K
|
17K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-999- 30.62% |
$237K - $271K
|
2.26K
$143K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1K- 73.8% |
$237K - $272K
|
355
$22.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.04K- 1.81% |
$247K - $283K
|
56.3K
$3.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 25.38% |
$248K - $284K
|
3.07K
$194K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.07K- 1.68% |
$253K - $289K
|
62.4K
$3.93M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.07K- 4.54% |
$254K - $290K
|
22.5K
$1.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.08K- 18.88% |
$256K - $293K
|
4.63K
$291K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.08K- 13.08% |
$256K - $294K
|
7.18K
$452K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.11K- 5.08% |
$262K - $300K
|
20.7K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.12K- 0.52% |
$266K - $305K
|
214K
$13.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.13K- 0.62% |
$267K - $306K
|
180K
$11.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.14K- 30.86% |
$270K - $309K
|
2.55K
$160K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.15K- 5.32% |
$272K - $311K
|
20.4K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.15K- 5.91% |
$274K - $313K
|
18.4K
$1.16M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.16K- 2.77% |
$275K - $315K
|
40.6K
$2.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.18K- 44.67% |
$280K - $321K
|
1.46K
$92.2K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-1.2K- 8.69% |
$284K - $326K
|
12.6K
$793K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.2K- 25.65% |
$285K - $326K
|
3.48K
$219K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-1.26K- 2.1% |
$298K - $341K
|
58.5K
$3.69M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.29K- 9.68% |
$306K - $350K
|
12K
$757K
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-1.31K- 15.04% |
$311K - $356K
|
7.41K
$467K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.32K- 0.57% |
$313K - $359K
|
230K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.33K- 1.11% |
$316K - $362K
|
119K
$7.48M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.36K- 3.22% |
$322K - $369K
|
40.9K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.38K- 5.32% |
$328K - $375K
|
24.6K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-1.39K- 7.11% |
$329K - $377K
|
18.1K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.4K- 0.8% |
$332K - $380K
|
174K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.43K- 8.05% |
$338K - $387K
|
16.3K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.43K- 0.9% |
$338K - $387K
|
157K
$9.92M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.44K- 6.23% |
$341K - $391K
|
21.6K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.45K- 6.26% |
$344K - $393K
|
21.7K
$1.37M
|