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
May 15, 2023 Q1 2023
Forbes J M & CO LLP

BUY
 -
1.28K
+ 2.21%
$303K - $347K
59.1K $3.72M
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
1.28K
+ 503.95%
$302K - $346K
1.53K $96.2K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.28K
+ 5.89%
$302K - $346K
22.9K $1.44M
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
1.25K
+ 107.28%
$297K - $340K
2.42K $152K
Apr 14, 2023 Q1 2023
Wood Trust Financial Corp

BUY
 -
1.25K
New
$296K - $339K
1.25K $78.7K
May 03, 2023 Q1 2023
River Street Advisors LLC

Aurora, IL
BUY
 -
1.25K
+ 4.13%
$296K - $339K
31.5K $1.98M
Apr 19, 2023 Q1 2023
Pennsylvania Capital Management Inc

BUY
 -
1.23K
+ 6.76%
$291K - $333K
19.4K $1.22M
May 04, 2023 Q1 2023
Harbor Advisory Corp

BUY
 -
1.22K
+ 5.01%
$288K - $330K
25.5K $1.61M
Apr 06, 2023 Q1 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
1.21K
New
$288K - $329K
1.21K $76.3K
May 12, 2023 Q1 2023
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
1.21K
+ 32.6%
$287K - $329K
4.92K $310K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.2K
+ 4289.29%
$285K - $326K
1.23K $77.4K
May 04, 2023 Q1 2023
Aaf Wealth Management, LLC

BUY
 -
1.19K
+ 2.52%
$283K - $324K
48.6K $3.06M
May 09, 2023 Q1 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
1.19K
+ 38.99%
$282K - $323K
4.24K $267K
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.18K
New
$279K - $320K
1.18K $74.1K
Apr 27, 2023 Q1 2023
Auxano Advisors, LLC

BUY
 -
1.18K
New
$279K - $319K
1.18K $74K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
1.17K
+ 9.16%
$277K - $318K
13.9K $878K
Apr 21, 2023 Q1 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
1.17K
+ 4.55%
$277K - $317K
26.8K $1.69M
May 15, 2023 Q1 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
1.16K
New
$274K - $314K
1.16K $72.9K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.15K
+ 5.03%
$272K - $311K
23.9K $1.51M
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
1.14K
New
$270K - $309K
1.14K $71.7K
May 12, 2023 Q1 2023
Fca Corp

Houston, TX
BUY
 -
1.14K
+ 5.71%
$270K - $309K
21K $1.33M
Apr 11, 2023 Q1 2023
Buckingham Capital Management, Inc.

BUY
 -
1.13K
+ 5.17%
$269K - $308K
23K $1.45M
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

BUY
 -
1.13K
+ 8.28%
$268K - $307K
14.7K $929K
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
1.13K
New
$267K - $306K
1.13K $70.9K
May 10, 2023 Q1 2023
Clarity Wealth Advisors, LLC

BUY
 -
1.11K
+ 2.83%
$264K - $302K
40.5K $2.55M
May 17, 2023 Q1 2023
Financial Council Asset Management Inc

BUY
 -
1.11K
+ 6.02%
$264K - $302K
19.6K $1.23M
Apr 28, 2023 Q1 2023
Middleton & CO Inc

BUY
 -
1.11K
+ 7.98%
$263K - $301K
15K $946K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.1K
+ 91.01%
$262K - $300K
2.32K $146K
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
1.1K
+ 42.86%
$261K - $299K
3.67K $231K
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.1K
+ 94.5%
$261K - $299K
2.26K $142K
Apr 18, 2023 Q1 2023
Erts Wealth Advisors, LLC

BUY
 -
1.08K
+ 23.39%
$256K - $293K
5.7K $359K
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
1.06K
New
$252K - $289K
1.06K $67K
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
1.06K
New
$251K - $287K
1.06K $66.6K
May 04, 2023 Q1 2023
Requisite Capital Management, LLC

BUY
 -
1.06K
New
$250K - $287K
1.06K $66.5K
May 15, 2023 Q1 2023
Douglass Winthrop Advisors, LLC

New York, NY
BUY
 -
1.05K
New
$250K - $286K
1.05K $66.4K
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
1.05K
+ 15.25%
$250K - $286K
7.96K $501K
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
1.04K
+ 7.04%
$247K - $283K
15.8K $997K
Apr 12, 2023 Q1 2023
Ellsworth Advisors, LLC

BUY
 -
1.04K
New
$246K - $281K
1.04K $65.2K
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.03K
+ 2.84%
$245K - $281K
37.5K $2.36M
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
1.03K
+ 10.35%
$244K - $279K
11K $690K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
1.03K
+ 9.36%
$243K - $279K
12K $755K
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.02K
+ 4.3%
$241K - $276K
24.7K $1.55M
May 15, 2023 Q1 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
1.01K
+ 7.26%
$240K - $275K
14.9K $941K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
1.01K
+ 151.65%
$240K - $274K
1.68K $106K
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
1.01K
New
$238K - $273K
1.01K $63.3K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1K
+ 1.96%
$238K - $273K
52.1K $3.28M
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
994
+ 60.61%
$236K - $270K
2.63K $166K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
985
+ 31.35%
$234K - $268K
4.13K $260K
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
972
+ 25.29%
$231K - $264K
4.82K $303K

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