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 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.66K+ 5.26% |
$1.58M - $1.81M
|
133K
$8.39M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
6.54K+ 480.88% |
$1.55M - $1.78M
|
7.9K
$498K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
6.5K+ 1.28% |
$1.54M - $1.77M
|
513K
$32.3M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.31K+ 3.26% |
$1.5M - $1.71M
|
200K
$12.6M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.26K+ 32.61% |
$1.48M - $1.7M
|
25.5K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.21K+ 9.01% |
$1.47M - $1.69M
|
75.1K
$4.73M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.17K+ 166.83% |
$1.46M - $1.68M
|
9.87K
$622K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.12K+ 11.76% |
$1.45M - $1.66M
|
58.2K
$3.67M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.05K+ 13.2% |
$1.43M - $1.64M
|
51.9K
$3.27M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.02KNew |
$1.43M - $1.64M
|
6.02K
$379K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
6K+ 26.83% |
$1.42M - $1.63M
|
28.4K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
5.96K+ 5.6% |
$1.41M - $1.62M
|
113K
$7.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.85K+ 12.14% |
$1.39M - $1.59M
|
54.1K
$3.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.84K+ 5.8% |
$1.39M - $1.59M
|
106K
$6.71M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.77K+ 0.08% |
$1.37M - $1.57M
|
7.37M
$464M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.76K+ 19.17% |
$1.37M - $1.56M
|
35.8K
$2.25M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.57K+ 52.98% |
$1.32M - $1.51M
|
16.1K
$1.01M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.49K+ 51.58% |
$1.3M - $1.49M
|
16.1K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.42K+ 520.96% |
$1.29M - $1.47M
|
6.46K
$407K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.4K+ 4.75% |
$1.28M - $1.47M
|
119K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.38K+ 14.41% |
$1.28M - $1.46M
|
42.7K
$2.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.28K+ 2.96% |
$1.25M - $1.43M
|
184K
$11.6M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.93KNew |
$1.17M - $1.34M
|
4.93K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.72K+ 1.06% |
$1.12M - $1.28M
|
450K
$28.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.62K+ 1.63% |
$1.1M - $1.25M
|
289K
$18.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.6K+ 142.16% |
$1.09M - $1.25M
|
7.84K
$494K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.52K+ 121.38% |
$1.07M - $1.23M
|
8.25K
$520K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.49K+ 4.12% |
$1.06M - $1.22M
|
113K
$7.14M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.47K+ 32.92% |
$1.06M - $1.22M
|
18.1K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.34K+ 10.08% |
$1.03M - $1.18M
|
47.4K
$2.98M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.27K+ 45.44% |
$1.01M - $1.16M
|
13.7K
$861K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.26K+ 53.68% |
$1.01M - $1.16M
|
12.2K
$769K
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.24K+ 12.57% |
$1.01M - $1.15M
|
38K
$2.39M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.23K+ 1.38% |
$1M - $1.15M
|
311K
$19.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
4.2K+ 6.0% |
$996K - $1.14M
|
74.2K
$4.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
4.17K+ 2.81% |
$990K - $1.13M
|
153K
$9.61M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.16K+ 7.43% |
$986K - $1.13M
|
60.1K
$3.79M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.15KNew |
$984K - $1.13M
|
4.15K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.05KNew |
$960K - $1.1M
|
4.05K
$255K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4.02K+ 48.05% |
$954K - $1.09M
|
12.4K
$780K
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
BUY
|
- |
4.01K+ 126.44% |
$952K - $1.09M
|
7.19K
$453K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4K+ 12.56% |
$949K - $1.09M
|
35.8K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.99K+ 65.41% |
$945K - $1.08M
|
10.1K
$635K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.94K+ 3.3% |
$934K - $1.07M
|
123K
$7.76M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.93K+ 232.94% |
$931K - $1.07M
|
5.61K
$353K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.9K+ 8.24% |
$926K - $1.06M
|
51.3K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.89K+ 2.4% |
$924K - $1.06M
|
166K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.89KNew |
$923K - $1.06M
|
3.89K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.87K+ 7.53% |
$919K - $1.05M
|
55.3K
$3.49M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.85K+ 2.97% |
$914K - $1.05M
|
134K
$8.42M
|