Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
519+ 3.52% |
$125K - $136K
|
15.3K
$956K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
516New |
$124K - $135K
|
516
$32.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
514+ 2.7% |
$123K - $134K
|
19.5K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
509+ 0.26% |
$122K - $133K
|
199K
$12.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
508+ 1.26% |
$122K - $133K
|
41K
$2.57M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
504+ 0.28% |
$121K - $132K
|
181K
$11.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
504+ 5.65% |
$121K - $132K
|
9.43K
$591K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
503+ 50.2% |
$121K - $132K
|
1.51K
$94.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
501+ 0.48% |
$120K - $131K
|
105K
$6.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
499New |
$120K - $130K
|
499
$31.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
493+ 1.4% |
$118K - $129K
|
35.7K
$2.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
486+ 46.64% |
$117K - $127K
|
1.53K
$95.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
484+ 4.82% |
$116K - $127K
|
10.5K
$659K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
484+ 1.1% |
$116K - $127K
|
44.3K
$2.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
481+ 2.83% |
$116K - $126K
|
17.5K
$1.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
472New |
$113K - $123K
|
472
$29.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
470+ 0.86% |
$113K - $123K
|
55K
$3.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
464+ 1.21% |
$111K - $121K
|
38.8K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
452+ 26.87% |
$109K - $118K
|
2.13K
$134K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
451+ 17.17% |
$108K - $118K
|
3.08K
$193K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
450+ 250.0% |
$108K - $118K
|
630
$39.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
441+ 11.68% |
$106K - $115K
|
4.22K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
433+ 5.82% |
$104K - $113K
|
7.88K
$493K
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
429+ 69.19% |
$103K - $112K
|
1.05K
$65.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
426+ 4.21% |
$102K - $111K
|
10.5K
$660K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
419+ 2.47% |
$101K - $110K
|
17.4K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
417+ 3.75% |
$100K - $109K
|
11.5K
$722K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
410+ 0.23% |
$98.5K - $107K
|
181K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
408+ 43.59% |
$98K - $107K
|
1.34K
$84.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
405+ 0.23% |
$97.3K - $106K
|
175K
$11M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
401+ 4.61% |
$96.3K - $105K
|
9.1K
$570K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
400+ 21.54% |
$96.1K - $105K
|
2.26K
$141K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
396+ 2.32% |
$95.1K - $104K
|
17.4K
$1.09M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
381+ 13.8% |
$91.5K - $99.6K
|
3.14K
$197K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
BUY
|
- |
376+ 0.92% |
$90.3K - $98.3K
|
41.3K
$2.58M
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
369New |
$88.6K - $96.5K
|
369
$23.1K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
369+ 13.54% |
$88.6K - $96.5K
|
3.09K
$194K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
367+ 0.66% |
$88.2K - $96K
|
55.9K
$3.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
366+ 0.45% |
$87.9K - $95.7K
|
81.8K
$5.12M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
365+ 96.05% |
$87.7K - $95.4K
|
745
$46.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
362+ 0.48% |
$87K - $94.7K
|
75.5K
$4.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
360+ 0.74% |
$86.5K - $94.1K
|
49.2K
$3.08M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
359+ 26.47% |
$86.2K - $93.9K
|
1.72K
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
353+ 2.43% |
$84.8K - $92.3K
|
14.9K
$932K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
347+ 1.18% |
$83.4K - $90.7K
|
29.9K
$1.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
347+ 8.25% |
$83.4K - $90.7K
|
4.55K
$285K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
338+ 10.22% |
$81.2K - $88.4K
|
3.65K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
335+ 37.51% |
$80.5K - $87.6K
|
1.23K
$76.9K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
330New |
$79.3K - $86.3K
|
330
$20.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
326+ 3.98% |
$78.3K - $85.2K
|
8.52K
$533K
|