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 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.77KNew |
$420K - $481K
|
1.77K
$111K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.76K+ 39.04% |
$417K - $477K
|
6.26K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.75KNew |
$415K - $475K
|
1.75K
$110K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.75K+ 20.39% |
$414K - $474K
|
10.3K
$649K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.73K+ 139.04% |
$411K - $470K
|
2.98K
$187K
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.72KNew |
$409K - $468K
|
1.72K
$109K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.69K+ 3.32% |
$401K - $459K
|
52.6K
$3.31M
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.69K+ 1.22% |
$401K - $459K
|
140K
$8.82M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.66K+ 0.47% |
$394K - $452K
|
358K
$22.5M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.66K+ 21.97% |
$394K - $451K
|
9.22K
$581K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.66K+ 21.34% |
$393K - $450K
|
9.42K
$594K
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$390K - $447K
|
1.65K
$104K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.64K+ 2.96% |
$390K - $447K
|
57.1K
$3.6M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.63K+ 1.85% |
$387K - $443K
|
89.6K
$5.65M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.6K+ 7.55% |
$380K - $435K
|
22.8K
$1.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.6K+ 25.57% |
$380K - $435K
|
7.86K
$495K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.54K+ 7.55% |
$364K - $417K
|
21.9K
$1.38M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
1.53KNew |
$363K - $416K
|
1.53K
$96.5K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.52K+ 2.08% |
$361K - $414K
|
74.8K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.52K+ 25.07% |
$361K - $413K
|
7.58K
$478K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.51K+ 33.61% |
$358K - $410K
|
6K
$378K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.51K+ 6.97% |
$358K - $410K
|
23.2K
$1.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
1.5K+ 12.91% |
$356K - $408K
|
13.1K
$827K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.49K+ 7.86% |
$354K - $405K
|
20.4K
$1.29M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.48K+ 7.74% |
$352K - $403K
|
20.7K
$1.3M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.48K+ 7.74% |
$352K - $403K
|
20.7K
$1.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.48K+ 3.35% |
$351K - $402K
|
45.7K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1.47K+ 6.76% |
$349K - $400K
|
23.3K
$1.47M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 2.23% |
$349K - $400K
|
67.5K
$4.25M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.46K+ 14.83% |
$347K - $398K
|
11.3K
$714K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.46KNew |
$345K - $395K
|
1.46K
$91.7K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.45K+ 0.58% |
$343K - $393K
|
252K
$15.9M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.44K+ 9.05% |
$342K - $392K
|
17.4K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.43K+ 2.16% |
$340K - $389K
|
67.8K
$4.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
1.43KNew |
$339K - $389K
|
1.43K
$90.1K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.42K+ 1.15% |
$336K - $384K
|
124K
$7.82M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.4K+ 7000.0% |
$332K - $380K
|
1.42K
$89.4K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.4K+ 17.07% |
$332K - $380K
|
9.6K
$605K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.4K+ 3.89% |
$331K - $379K
|
37.3K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.38K+ 165.38% |
$326K - $374K
|
2.21K
$139K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.36K+ 14.87% |
$323K - $370K
|
10.5K
$663K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.36K+ 43.14% |
$322K - $369K
|
4.51K
$284K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.35K+ 1.44% |
$319K - $365K
|
94.8K
$5.97M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.33K+ 65.92% |
$315K - $361K
|
3.35K
$211K
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.31KNew |
$310K - $355K
|
1.31K
$82.3K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
1.3K+ 4.68% |
$309K - $354K
|
29.2K
$1.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.29KNew |
$306K - $351K
|
1.29K
$81.3K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.29K+ 2.75% |
$305K - $350K
|
48.1K
$3.03M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.28K+ 3.16% |
$304K - $349K
|
41.9K
$2.64M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 3.5% |
$303K - $347K
|
37.8K
$2.38M
|