Purchases and Sales Made in Q1 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
3.82K
+ 4.02%
$907K - $1.04M
98.9K $6.23M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.8K
+ 7.11%
$901K - $1.03M
57.2K $3.6M
Apr 27, 2023 Q1 2023
Strategic Advisors LLC

BUY
 -
3.7K
New
$878K - $1.01M
3.7K $233K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.68K
+ 15.95%
$873K - $1M
26.7K $1.68M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.67K
+ 81.17%
$871K - $998K
8.2K $516K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
3.65K
+ 12.91%
$866K - $992K
31.9K $2.01M
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
3.56K
+ 4.17%
$844K - $966K
88.8K $5.6M
Apr 27, 2023 Q1 2023
Goelzer Investment Management, Inc.

BUY
 -
3.56K
+ 1.92%
$843K - $966K
189K $11.9M
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
3.51K
+ 143.54%
$832K - $953K
5.95K $375K
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
3.49K
+ 264.44%
$828K - $948K
4.81K $303K
Apr 11, 2023 Q1 2023
Tarbox Family Office, Inc.

BUY
 -
3.43K
+ 1.59%
$813K - $931K
218K $13.8M
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
3.42K
+ 4.93%
$812K - $930K
72.8K $4.59M
May 10, 2023 Q1 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
3.42K
+ 59.28%
$810K - $928K
9.18K $578K
May 03, 2023 Q1 2023
Old Second National Bank Of Aurora

BUY
 -
3.34K
+ 3.39%
$793K - $908K
102K $6.42M
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
3.26K
+ 11.94%
$774K - $887K
30.6K $1.93M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
3.24K
+ 21.34%
$770K - $881K
18.4K $1.16M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.24K
New
$769K - $881K
3.24K $204K
Apr 25, 2023 Q1 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
3.24K
+ 16.89%
$768K - $880K
22.4K $1.41M
May 10, 2023 Q1 2023
North Star Asset Management Inc

BUY
 -
3.23K
+ 6.06%
$767K - $878K
56.6K $3.56M
Apr 14, 2023 Q1 2023
Sweet Financial Partners, LLC

BUY
 -
3.22K
+ 328.44%
$764K - $875K
4.2K $265K
Jun 07, 2023 Q1 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
3.21K
New
$761K - $871K
3.21K $202K
Apr 12, 2023 Q1 2023
626 Financial, LLC

BUY
 -
3.2K
New
$759K - $870K
3.2K $202K
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
3.18K
+ 24.86%
$755K - $864K
16K $1.01M
May 01, 2023 Q1 2023
Lutz Financial Services LLC

BUY
 -
3.18K
+ 1.24%
$755K - $864K
260K $16.4M
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
3.14K
+ 0.17%
$744K - $852K
1.86M $117M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.13K
+ 93.69%
$744K - $852K
6.48K $408K
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
3.1K
New
$736K - $843K
3.1K $195K
Apr 19, 2023 Q1 2023
New England Professional Planning Group Inc.

BUY
 -
2.98K
+ 2.44%
$707K - $809K
125K $7.87M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
2.96K
+ 28.67%
$701K - $803K
13.3K $835K
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
2.95K
+ 5.95%
$699K - $801K
52.5K $3.31M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
2.93K
+ 19.22%
$694K - $795K
18.1K $1.14M
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
2.86K
+ 0.64%
$678K - $776K
452K $28.5M
Apr 06, 2023 Q1 2023
Jvl Associates LLC

BUY
 -
2.85K
+ 4.33%
$676K - $775K
68.7K $4.32M
Apr 28, 2023 Q1 2023
Ifg Advisors, LLC

BUY
 -
2.84K
+ 16.55%
$673K - $771K
20K $1.26M
May 04, 2023 Q1 2023
Great Diamond Partners, LLC

BUY
 -
2.81K
+ 10.4%
$667K - $764K
29.8K $1.88M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.81K
+ 4.67%
$666K - $763K
62.9K $3.96M
May 02, 2023 Q1 2023
Meridian Management CO

BUY
 -
2.79K
+ 255.49%
$662K - $758K
3.88K $245K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.79K
+ 140.73%
$661K - $757K
4.76K $300K
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
2.77K
+ 304.52%
$656K - $751K
3.67K $231K
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
2.76K
New
$656K - $751K
2.76K $174K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.75K
+ 7.53%
$653K - $748K
39.3K $2.48M
May 08, 2023 Q1 2023
First Business Financial Services, Inc.

BUY
 -
2.74K
+ 1.83%
$649K - $743K
152K $9.56M
Apr 19, 2023 Q1 2023
Altus Wealth Management, LLC

BUY
 -
2.73K
+ 4.49%
$648K - $742K
63.6K $4.01M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
2.56K
+ 18.62%
$607K - $695K
16.3K $1.03M
Apr 19, 2023 Q1 2023
David J Yvars Group

BUY
 -
2.55K
+ 13.69%
$605K - $693K
21.2K $1.33M
May 03, 2023 Q1 2023
Arrow Financial Corp

BUY
 -
2.54K
+ 1.39%
$603K - $690K
185K $11.6M
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
2.53K
New
$599K - $686K
2.53K $159K
May 15, 2023 Q1 2023
Legal & General Group PLC

London, X0
BUY
 -
2.5K
+ 80.65%
$593K - $679K
5.6K $353K
May 12, 2023 Q1 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
2.5K
+ 14.09%
$592K - $678K
20.2K $1.27M

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