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 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.54K- 1.39% |
$602K - $689K
|
180K
$11.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.54K- 9.93% |
$602K - $689K
|
23K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.58K- 2.54% |
$611K - $700K
|
98.9K
$6.23M
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-2.65K- 5.94% |
$629K - $721K
|
42K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.7K- 32.04% |
$640K - $733K
|
5.72K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.72K- 10.65% |
$645K - $739K
|
22.8K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.77K- 1.72% |
$658K - $753K
|
158K
$9.98M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-2.79K- 8.52% |
$663K - $759K
|
30K
$1.89M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.83K- 10.99% |
$670K - $768K
|
22.9K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.88K- 9.23% |
$682K - $781K
|
28.3K
$1.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.89K- 1.34% |
$684K - $784K
|
212K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.92K- 2.03% |
$694K - $795K
|
141K
$8.88M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.95K- 3.38% |
$701K - $803K
|
84.5K
$5.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.97K- 8.97% |
$705K - $808K
|
30.2K
$1.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
SELL
|
- |
-3.02K- 23.74% |
$716K - $820K
|
9.7K
$611K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.06K- 3.15% |
$727K - $833K
|
94.1K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.1K- 6.42% |
$735K - $842K
|
45.1K
$2.84M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.11K- 97.73% |
$737K - $844K
|
72
$4.54K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.16K- 4.34% |
$749K - $857K
|
69.5K
$4.38M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.2K- 8.59% |
$759K - $870K
|
34K
$2.14M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-3.23K- 6.84% |
$766K - $877K
|
44K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.26K- 20.89% |
$773K - $886K
|
12.3K
$777K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.26K- 3.77% |
$774K - $886K
|
83.2K
$5.24M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.35K- 7.01% |
$794K - $909K
|
44.4K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-3.4K- 1.48% |
$805K - $922K
|
225K
$14.2M
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-3.4K- 7.26% |
$807K - $924K
|
43.5K
$2.74M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.42K- 1.62% |
$811K - $929K
|
207K
$13.1M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.47K- 56.89% |
$822K - $942K
|
2.63K
$165K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.48K- 12.87% |
$825K - $945K
|
23.5K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-3.5K- 4.98% |
$829K - $950K
|
66.8K
$4.21M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3.5K- 2.73% |
$831K - $952K
|
125K
$7.85M
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-3.51K- 4.91% |
$833K - $954K
|
68K
$4.28M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.53K- 10.02% |
$838K - $960K
|
31.7K
$2M
|
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-3.55K- 62.51% |
$843K - $965K
|
2.13K
$134K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-3.59K- 16.93% |
$851K - $974K
|
17.6K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.61K- 3.17% |
$857K - $982K
|
110K
$6.95M
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.62K- 6.59% |
$859K - $983K
|
51.3K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.62K- 3.76% |
$859K - $983K
|
92.6K
$5.83M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-3.66K- 10.5% |
$869K - $995K
|
31.2K
$1.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.73K- 1.26% |
$885K - $1.01M
|
293K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.77K- 0.89% |
$894K - $1.02M
|
422K
$26.6M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.78K- 1.43% |
$896K - $1.03M
|
260K
$16.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.87K- 4.87% |
$919K - $1.05M
|
75.6K
$4.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.97K- 9.79% |
$941K - $1.08M
|
36.6K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.07K- 1.56% |
$965K - $1.1M
|
257K
$16.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-4.08K- 3.2% |
$967K - $1.11M
|
123K
$7.77M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.1K- 35.69% |
$973K - $1.11M
|
7.39K
$465K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.17K- 5.32% |
$989K - $1.13M
|
74.1K
$4.67M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.18K- 2.12% |
$991K - $1.13M
|
193K
$12.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-4.21K- 29.39% |
$998K - $1.14M
|
10.1K
$636K
|