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 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.46K- 11.44% |
$346K - $396K
|
11.3K
$711K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-1.49K- 2.68% |
$353K - $404K
|
54.1K
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.5K- 20.99% |
$356K - $408K
|
5.65K
$356K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.51K- 57.16% |
$357K - $409K
|
1.13K
$71.1K
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.51K- 5.11% |
$357K - $409K
|
28K
$1.76M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.53K- 6.12% |
$363K - $416K
|
23.5K
$1.48M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.53K- 15.28% |
$363K - $416K
|
8.49K
$535K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.54K- 6.53% |
$366K - $419K
|
22.1K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.55K- 0.35% |
$367K - $420K
|
441K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.61K- 0.47% |
$381K - $436K
|
338K
$21.3M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.61K- 21.97% |
$381K - $437K
|
5.71K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.63K- 0.63% |
$386K - $442K
|
257K
$16.2M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.63K- 4.38% |
$386K - $442K
|
35.6K
$2.24M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.65K- 1.62% |
$391K - $448K
|
100K
$6.31M
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-1.66K- 31.49% |
$393K - $450K
|
3.6K
$227K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.69K- 55.36% |
$401K - $459K
|
1.36K
$85.9K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.7K- 9.97% |
$403K - $461K
|
15.3K
$965K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.72K- 5.63% |
$409K - $468K
|
28.9K
$1.82M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.75K- 5.0% |
$414K - $474K
|
33.1K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.75K- 54.39% |
$415K - $475K
|
1.47K
$92.3K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.76K- 54.64% |
$416K - $477K
|
1.46K
$91.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.76K- 9.09% |
$417K - $477K
|
17.6K
$1.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.8K- 3.12% |
$427K - $489K
|
55.9K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.81K- 2.12% |
$428K - $490K
|
83.4K
$5.25M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.81K- 12.95% |
$429K - $491K
|
12.1K
$765K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.81K- 6.53% |
$429K - $492K
|
25.9K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.86K- 0.73% |
$440K - $504K
|
253K
$15.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.9K- 7.89% |
$450K - $516K
|
22.2K
$1.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.91K- 1.55% |
$454K - $520K
|
122K
$7.66M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.93K- 1.4% |
$457K - $523K
|
136K
$8.55M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.04K- 13.94% |
$484K - $555K
|
12.6K
$794K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.07K- 13.97% |
$490K - $561K
|
12.7K
$801K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.07K- 1.03% |
$491K - $562K
|
198K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.09K- 11.76% |
$496K - $568K
|
15.7K
$988K
|
|
|
Dec 10, 2024
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-2.1K- 64.06% |
$498K - $571K
|
1.18K
$74.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.12K- 60.01% |
$503K - $576K
|
1.41K
$89K
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 19.85% |
$509K - $583K
|
8.67K
$546K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.19K- 10.82% |
$518K - $594K
|
18K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.21K- 10.99% |
$525K - $601K
|
17.9K
$1.13M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.24K- 37.81% |
$532K - $609K
|
3.69K
$232K
|
|
|
Jun 20, 2024
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.31K- 5.97% |
$549K - $628K
|
36.4K
$2.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 1.65% |
$553K - $633K
|
139K
$8.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-2.33K- 29.37% |
$553K - $634K
|
5.61K
$353K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.34K- 7.69% |
$555K - $636K
|
28.1K
$1.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.36K- 10.04% |
$560K - $642K
|
21.2K
$1.33M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.4K- 1.53% |
$568K - $651K
|
154K
$9.71M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.43K- 14.85% |
$576K - $660K
|
13.9K
$877K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.45K- 2.66% |
$582K - $667K
|
89.6K
$5.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.51K- 28.25% |
$596K - $683K
|
6.39K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.53K- 32.19% |
$599K - $686K
|
5.32K
$335K
|