Purchases and Sales Made in Q2 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 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 09, 2023 Q2 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
325
+ 2.98%
$78.1K - $85K
11.2K $703K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
325
New
$78.1K - $85K
325 $20.3K
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

BUY
 -
324
+ 18.03%
$77.8K - $84.7K
2.12K $133K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
323
+ 1.26%
$77.6K - $84.5K
25.9K $1.62M
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
317
+ 13.86%
$76.1K - $82.9K
2.6K $163K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
313
+ 6.82%
$75.2K - $81.8K
4.91K $307K
Jul 31, 2023 Q2 2023
Financial Network Wealth Management LLC

Draper, UT
BUY
 -
307
+ 6.86%
$73.7K - $80.3K
4.78K $299K
Aug 09, 2023 Q2 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
304
+ 0.53%
$73K - $79.5K
58.1K $3.64M
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
302
+ 31.01%
$72.5K - $79K
1.28K $79.9K
Aug 14, 2023 Q2 2023
Gilbert & Cook, Inc.

BUY
 -
301
+ 5.0%
$72.3K - $78.7K
6.32K $396K
Aug 14, 2023 Q2 2023
Innealta Capital, LLC

Austin, TX
BUY
 -
298
+ 11.67%
$71.6K - $77.9K
2.85K $179K
Aug 09, 2023 Q2 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
297
+ 4.37%
$71.3K - $77.7K
7.09K $444K
Aug 10, 2023 Q2 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
296
+ 1.22%
$71.1K - $77.4K
24.6K $1.54M
Aug 14, 2023 Q2 2023
Palisade Capital Management LLC

Fort Lee, NJ
BUY
 -
296
+ 17.38%
$71.1K - $77.4K
2K $125K
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
293
New
$70.4K - $76.6K
293 $18.3K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
293
+ 3.63%
$70.4K - $76.6K
8.36K $524K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

BUY
 -
292
+ 1.02%
$70.1K - $76.4K
28.9K $1.81M
Aug 04, 2023 Q2 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
292
+ 4.29%
$70.1K - $76.4K
7.09K $444K
Aug 10, 2023 Q2 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
288
+ 6.94%
$69.2K - $75.3K
4.44K $278K
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
280
+ 1.65%
$67.3K - $73.2K
17.3K $1.08M
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
279
+ 3.02%
$67K - $73K
9.51K $596K
Aug 10, 2023 Q2 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
275
+ 10.89%
$66.1K - $71.9K
2.8K $175K
Jul 18, 2023 Q2 2023
Kfa Private Wealth Group, LLC

BUY
 -
272
+ 1.07%
$65.3K - $71.1K
25.7K $1.61M
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
272
+ 6.56%
$65.3K - $71.1K
4.42K $277K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
270
+ 2.58%
$64.9K - $70.6K
10.8K $673K
Aug 04, 2023 Q2 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
270
+ 5.29%
$64.9K - $70.6K
5.38K $337K
Aug 11, 2023 Q2 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
270
+ 14.84%
$64.9K - $70.6K
2.09K $131K
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
267
+ 3.24%
$64.1K - $69.8K
8.52K $533K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
266
+ 12.41%
$63.9K - $69.6K
2.41K $151K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
261
+ 22.96%
$62.7K - $68.2K
1.4K $87.5K
Aug 14, 2023 Q2 2023
Star Financial Bank

Fort Wayne, IN
BUY
 -
261
+ 0.77%
$62.7K - $68.2K
34.1K $2.13M
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
259
+ 4.55%
$62.2K - $67.7K
5.96K $373K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
259
+ 0.19%
$62.2K - $67.7K
139K $8.73M
Jul 18, 2023 Q2 2023
Brown Miller Wealth Management, LLC

BUY
 -
256
+ 5.44%
$61.5K - $66.9K
4.96K $311K
Jul 18, 2023 Q2 2023
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
255
+ 0.34%
$61.3K - $66.7K
75.9K $4.75M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
253
+ 22.92%
$60.8K - $66.2K
1.36K $85K
Jul 13, 2023 Q2 2023
Triangle Securities Wealth Management

BUY
 -
252
+ 1.37%
$60.5K - $65.9K
18.6K $1.16M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
252
+ 21.59%
$60.5K - $65.9K
1.42K $88.8K
Jul 24, 2023 Q2 2023
Charles Schwab Trust CO

BUY
 -
251
+ 24.98%
$60.3K - $65.6K
1.26K $78.6K
Aug 14, 2023 Q2 2023
Boston Family Office LLC

Boston, MA
BUY
 -
250
+ 2.55%
$60.1K - $65.4K
10.1K $630K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
249
+ 0.3%
$59.8K - $65.1K
83.6K $5.23M
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
247
+ 9.89%
$59.3K - $64.6K
2.74K $172K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
245
+ 1.1%
$58.9K - $64.1K
22.5K $1.41M
Aug 03, 2023 Q2 2023
Berkeley Capital Partners, LLC

BUY
 -
242
+ 19.16%
$58.1K - $63.3K
1.51K $94.2K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
237
+ 5.72%
$56.9K - $62K
4.38K $274K
Aug 09, 2023 Q2 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
236
+ 7.36%
$56.7K - $61.7K
3.44K $216K
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
235
+ 2.23%
$56.5K - $61.4K
10.8K $673K
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
234
+ 10.27%
$56.2K - $61.2K
2.51K $157K
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
233
+ 1.12%
$56K - $60.9K
21K $1.32M

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