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
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
970
New
$230K - $264K
970 $61.1K
May 05, 2023 Q1 2023
Pillar Wealth Advisors, LLC

BUY
 -
969
New
$230K - $263K
969 $61K
Apr 24, 2023 Q1 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
968
New
$230K - $263K
968 $61K
Apr 24, 2023 Q1 2023
Divergent Wealth Advisors

BUY
 -
961
+ 1.4%
$228K - $261K
69.6K $4.38M
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
960
New
$228K - $261K
960 $60.5K
Apr 12, 2023 Q1 2023
Ccg Wealth Management, LLC

BUY
 -
957
+ 2.34%
$227K - $260K
41.9K $2.64M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
953
+ 49.43%
$226K - $259K
2.88K $181K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
930
+ 8.51%
$221K - $253K
11.9K $747K
May 04, 2023 Q1 2023
First National Bank & Trust CO Of Newtown

BUY
 -
916
New
$217K - $249K
916 $57.7K
May 02, 2023 Q1 2023
Sky Oak Wealth, LLC

BUY
 -
915
New
$217K - $249K
915 $57.6K
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
913
+ 0.82%
$217K - $248K
113K $7.11M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
912
+ 3.38%
$216K - $248K
27.9K $1.75M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
912
New
$216K - $248K
912 $57.4K
May 04, 2023 Q1 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
912
New
$216K - $248K
912 $57.4K
May 03, 2023 Q1 2023
Presidio Capital Management, LLC

BUY
 -
908
+ 19.74%
$215K - $247K
5.51K $347K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
906
New
$215K - $246K
906 $57.1K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
902
New
$214K - $245K
902 $56.8K
Apr 14, 2023 Q1 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
901
New
$214K - $245K
901 $56.8K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
900
New
$214K - $245K
900 $56.7K
May 10, 2023 Q1 2023
Td Asset Management Inc

BUY
 -
900
+ 0.4%
$214K - $245K
223K $14.1M
May 11, 2023 Q1 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
896
New
$213K - $243K
896 $56.4K
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
894
+ 2416.22%
$212K - $243K
931 $58.6K
Apr 25, 2023 Q1 2023
Amplius Wealth Advisors, LLC

BUY
 -
894
+ 15.17%
$212K - $243K
6.79K $428K
Apr 20, 2023 Q1 2023
Global Strategic Investment Solutions, LLC

BUY
 -
892
+ 56.71%
$212K - $242K
2.47K $155K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
886
New
$210K - $241K
886 $55.8K
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
886
New
$210K - $241K
886 $55.8K
Apr 21, 2023 Q1 2023
Moneywise, Inc.

BUY
 -
880
+ 15.97%
$209K - $239K
6.39K $403K
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
879
+ 119.43%
$209K - $239K
1.62K $102K
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
876
New
$208K - $238K
876 $55.2K
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
874
+ 8.0%
$207K - $237K
11.8K $743K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
871
+ 5.48%
$207K - $237K
16.8K $1.06M
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
860
New
$204K - $234K
860 $54.2K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
855
New
$203K - $232K
855 $53.9K
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
852
+ 6.42%
$202K - $232K
14.1K $889K
May 15, 2023 Q1 2023
Mitchell Sinkler & Starr

BUY
 -
852
New
$202K - $232K
852 $53.7K
May 15, 2023 Q1 2023
Detalus Advisors, LLC

BUY
 -
852
New
$202K - $232K
852 $53.7K
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
844
+ 0.27%
$200K - $229K
309K $19.4M
Apr 04, 2023 Q1 2023
Private Asset Management Inc

BUY
 -
843
+ 5.42%
$200K - $229K
16.4K $1.03M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
841
+ 16.29%
$200K - $229K
6.01K $378K
May 15, 2023 Q1 2023
Chilton Capital Management LLC

Houston, TX
BUY
 -
840
New
$199K - $228K
840 $52.9K
Apr 06, 2023 Q1 2023
Platt Investment Counsel, LLC

BUY
 -
839
+ 1.73%
$199K - $228K
49.4K $3.11M
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
839
New
$199K - $228K
839 $52.8K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
837
+ 66.96%
$199K - $227K
2.09K $131K
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
837
+ 7.01%
$199K - $227K
12.8K $804K
May 15, 2023 Q1 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
826
+ 56.65%
$196K - $224K
2.28K $144K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
824
+ 5.12%
$195K - $224K
16.9K $1.07M
May 04, 2023 Q1 2023
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
821
New
$195K - $223K
821 $51.7K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
819
+ 6.7%
$194K - $223K
13K $821K
Apr 17, 2023 Q1 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
814
New
$193K - $221K
814 $51.3K

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