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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
233+ 3.67% |
$56K - $60.9K
|
6.58K
$412K
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
233+ 1.99% |
$56K - $60.9K
|
12K
$749K
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
232+ 2.17% |
$55.7K - $60.7K
|
10.9K
$684K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
227+ 0.98% |
$54.5K - $59.4K
|
23.3K
$1.46M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
224+ 1.59% |
$53.8K - $58.6K
|
14.3K
$898K
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
222+ 0.46% |
$53.3K - $58K
|
48.3K
$3.02M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
222+ 0.83% |
$53.3K - $58K
|
27K
$1.69M
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
222+ 8.41% |
$53.3K - $58K
|
2.86K
$179K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
222+ 11.68% |
$53.3K - $58K
|
2.12K
$133K
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
BUY
|
- |
219+ 2.75% |
$52.6K - $57.3K
|
8.18K
$512K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
216+ 7200.0% |
$51.9K - $56.5K
|
219
$13.7K
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
215+ 1.03% |
$51.6K - $56.2K
|
21.1K
$1.32M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
213+ 0.06% |
$51.2K - $55.7K
|
353K
$22.1M
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
212+ 4.79% |
$50.9K - $55.4K
|
4.64K
$290K
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
212+ 8.6% |
$50.9K - $55.4K
|
2.68K
$168K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
211+ 17.96% |
$50.7K - $55.2K
|
1.39K
$86.8K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
211+ 7.41% |
$50.7K - $55.2K
|
3.06K
$192K
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
209+ 11.66% |
$50.2K - $54.6K
|
2K
$125K
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
207+ 1.39% |
$49.7K - $54.1K
|
15.1K
$942K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
206+ 5.17% |
$49.5K - $53.9K
|
4.19K
$262K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
204+ 0.17% |
$49K - $53.3K
|
124K
$7.74M
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
204+ 0.6% |
$49K - $53.3K
|
34K
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
203+ 1.15% |
$48.8K - $53.1K
|
17.8K
$1.12M
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
200+ 1.77% |
$48K - $52.3K
|
11.5K
$719K
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
200+ 0.54% |
$48K - $52.3K
|
37.4K
$2.34M
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
200+ 0.53% |
$48K - $52.3K
|
37.7K
$2.36M
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
199+ 0.75% |
$47.8K - $52K
|
26.6K
$1.66M
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
198+ 1.69% |
$47.6K - $51.8K
|
11.9K
$748K
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
198+ 3.62% |
$47.6K - $51.8K
|
5.67K
$355K
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
196+ 20.74% |
$47.1K - $51.3K
|
1.14K
$71.4K
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
196+ 7.96% |
$47.1K - $51.3K
|
2.66K
$166K
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
196+ 5.34% |
$47.1K - $51.3K
|
3.87K
$242K
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
194+ 9.32% |
$46.6K - $50.7K
|
2.28K
$142K
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
191+ 4.48% |
$45.9K - $49.9K
|
4.46K
$279K
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
191+ 2.06% |
$45.9K - $49.9K
|
9.46K
$593K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
190+ 452.38% |
$45.6K - $49.7K
|
232
$14.5K
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
188+ 1.61% |
$45.2K - $49.2K
|
11.9K
$744K
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
188+ 0.8% |
$45.2K - $49.2K
|
23.8K
$1.49M
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
187+ 12.44% |
$44.9K - $48.9K
|
1.69K
$106K
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
182+ 3.52% |
$43.7K - $47.6K
|
5.36K
$335K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
178+ 0.8% |
$42.8K - $46.5K
|
22.4K
$1.4M
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
177+ 19.64% |
$42.5K - $46.3K
|
1.08K
$67.5K
|
|
Jul 13, 2023
Q2 2023
|
Schwab Charitable Fund
|
BUY
|
- |
175+ 5.03% |
$42K - $45.8K
|
3.66K
$229K
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
173+ 1.37% |
$41.6K - $45.2K
|
12.8K
$800K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
173+ 0.15% |
$41.6K - $45.2K
|
119K
$7.45M
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
169+ 1.35% |
$40.6K - $44.2K
|
12.7K
$795K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
166+ 27.67% |
$39.9K - $43.4K
|
766
$48K
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
162+ 0.76% |
$38.9K - $42.4K
|
21.3K
$1.34M
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
162New |
$38.9K - $42.4K
|
162
$10.1K
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
159+ 0.68% |
$38.2K - $41.6K
|
23.4K
$1.47M
|