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 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
158+ 0.7% |
$38K - $41.3K
|
22.8K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
156+ 0.58% |
$37.5K - $40.8K
|
27K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
155+ 2.84% |
$37.2K - $40.5K
|
5.62K
$352K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
155+ 6.55% |
$37.2K - $40.5K
|
2.52K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
152+ 2.53% |
$36.5K - $39.7K
|
6.16K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
150+ 60.48% |
$36K - $39.2K
|
398
$24.9K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
150+ 0.27% |
$36K - $39.2K
|
55.4K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
150+ 10.23% |
$36K - $39.2K
|
1.62K
$101K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
147+ 10.91% |
$35.3K - $38.4K
|
1.5K
$93.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
147+ 2.24% |
$35.3K - $38.4K
|
6.72K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
146+ 0.05% |
$35.1K - $38.2K
|
315K
$19.7M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
144+ 5.21% |
$34.6K - $37.7K
|
2.91K
$182K
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
143+ 0.59% |
$34.4K - $37.4K
|
24.5K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
141+ 10.62% |
$33.9K - $36.9K
|
1.47K
$92K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
140+ 1.93% |
$33.6K - $36.6K
|
7.41K
$464K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
139+ 9.22% |
$33.4K - $36.3K
|
1.65K
$103K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
136+ 0.75% |
$32.7K - $35.6K
|
18.3K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
136+ 1.16% |
$32.7K - $35.6K
|
11.9K
$744K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
136+ 0.75% |
$32.7K - $35.6K
|
18.3K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
135+ 0.21% |
$32.4K - $35.3K
|
64.8K
$4.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
135+ 4.5% |
$32.4K - $35.3K
|
3.14K
$196K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
135+ 2.98% |
$32.4K - $35.3K
|
4.66K
$292K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
135+ 14.67% |
$32.4K - $35.3K
|
1.06K
$66.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
133+ 1.71% |
$31.9K - $34.8K
|
7.92K
$496K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
133+ 6.82% |
$31.9K - $34.8K
|
2.08K
$131K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
130+ 0.49% |
$31.2K - $34K
|
26.9K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
129+ 0.25% |
$31K - $33.7K
|
52.3K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
129+ 1.53% |
$31K - $33.7K
|
8.57K
$537K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
128+ 0.2% |
$30.7K - $33.5K
|
62.6K
$3.93M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
127+ 29.74% |
$30.5K - $33.2K
|
554
$34.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
127+ 2.38% |
$30.5K - $33.2K
|
5.45K
$342K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
127+ 0.63% |
$30.5K - $33.2K
|
20.3K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
127+ 0.12% |
$30.5K - $33.2K
|
104K
$6.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
126+ 6.6% |
$30.3K - $32.9K
|
2.04K
$128K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
125+ 7.61% |
$30K - $32.7K
|
1.77K
$111K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
125+ 0.1% |
$30K - $32.7K
|
120K
$7.52M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
124+ 3.18% |
$29.8K - $32.4K
|
4.02K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
122+ 2.24% |
$29.3K - $31.9K
|
5.58K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
122+ 1.83% |
$29.3K - $31.9K
|
6.8K
$426K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
121+ 5.1% |
$29.1K - $31.6K
|
2.49K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
121+ 0.48% |
$29.1K - $31.6K
|
25.4K
$1.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
120+ 1.44% |
$28.8K - $31.4K
|
8.48K
$531K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
120+ 5.98% |
$28.8K - $31.4K
|
2.13K
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
119+ 6.48% |
$28.6K - $31.1K
|
1.96K
$123K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
118+ 0.41% |
$28.3K - $30.9K
|
28.6K
$1.79M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
118+ 0.37% |
$28.3K - $30.9K
|
32K
$2.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
117New |
$28.1K - $30.6K
|
117
$7.33K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
117+ 14.3% |
$28.1K - $30.6K
|
935
$58.6K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
117+ 0.99% |
$28.1K - $30.6K
|
11.9K
$746K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
116+ 1.75% |
$27.9K - $30.3K
|
6.76K
$424K
|