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 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-68.8K- 13.41% |
$16.3M - $18.7M
|
444K
$25.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-83.9K- 10.04% |
$19.9M - $22.8M
|
752K
$43.8M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-90.2K- 65.03% |
$21.4M - $24.5M
|
48.5K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-118K- 31.61% |
$28.1M - $32.2M
|
256K
$14.9M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-121K- 86.98% |
$28.7M - $32.9M
|
18.1K
$1.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-132K- 8.22% |
$31.4M - $35.9M
|
1.48M
$86M
|
|
|
Mar 11, 2024
Q1 2023
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-143K- 68.09% |
$34M - $38.9M
|
67.1K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-259K- 6.41% |
$61.5M - $70.4M
|
3.79M
$220M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-299K- 2.46% |
$70.9M - $81.2M
|
11.8M
$690M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-329K- 83.88% |
$78.2M - $89.5M
|
63.3K
$3.69M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-710K- 86.9% |
$169M - $193M
|
107K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-718K- 14.36% |
$170M - $195M
|
4.28M
$249M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.06M- 77.12% |
$251M - $288M
|
314K
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.14M- 44.06% |
$270M - $310M
|
1.45M
$84.2M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.86M- 99.6% |
$440M - $504M
|
7.45K
$433K
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-4.31M- 99.51% |
$1.02B - $1.17B
|
21.4K
$1.25M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.76M- 79.68% |
$1.13B - $1.29B
|
1.21M
$70.7M
|