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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
71+ 4.1% |
$17.1K - $18.6K
|
1.8K
$113K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
70+ 0.71% |
$16.8K - $18.3K
|
9.97K
$625K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
70+ 1.43% |
$16.8K - $18.3K
|
4.95K
$310K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
69+ 1.89% |
$16.6K - $18K
|
3.72K
$233K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
69+ 7.27% |
$16.6K - $18K
|
1.02K
$63.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
68+ 8.1% |
$16.3K - $17.8K
|
907
$56.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
68+ 0.18% |
$16.3K - $17.8K
|
37.8K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
68New |
$16.3K - $17.8K
|
68
$4.26K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
66+ 66.0% |
$15.9K - $17.3K
|
166
$10.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
65+ 2.1% |
$15.6K - $17K
|
3.16K
$198K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65New |
$15.6K - $17K
|
65
$4.07K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
64+ 0.76% |
$15.4K - $16.7K
|
8.53K
$534K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
64+ 0.36% |
$15.4K - $16.7K
|
18K
$1.13M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
64+ 6.36% |
$15.4K - $16.7K
|
1.07K
$67K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
63+ 1.31% |
$15.1K - $16.5K
|
4.87K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
63+ 0.83% |
$15.1K - $16.5K
|
7.68K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
63+ 17.85% |
$15.1K - $16.5K
|
416
$26.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
62+ 0.29% |
$14.9K - $16.2K
|
21.4K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
62+ 2.88% |
$14.9K - $16.2K
|
2.22K
$139K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
61+ 3.43% |
$14.7K - $16K
|
1.84K
$115K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
61+ 18.77% |
$14.7K - $16K
|
386
$24.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
57+ 0.86% |
$13.7K - $14.9K
|
6.66K
$417K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
56+ 0.8% |
$13.5K - $14.6K
|
7.09K
$444K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
55+ 0.53% |
$13.2K - $14.4K
|
10.4K
$650K
|
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
55+ 1.05% |
$13.2K - $14.4K
|
5.3K
$332K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
54+ 4.82% |
$13K - $14.1K
|
1.17K
$73.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
54+ 0.85% |
$13K - $14.1K
|
6.39K
$401K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
53+ 0.36% |
$12.7K - $13.9K
|
14.7K
$920K
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
53+ 3.72% |
$12.7K - $13.9K
|
1.48K
$92.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
51+ 1.18% |
$12.3K - $13.3K
|
4.36K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
48+ 0.96% |
$11.5K - $12.6K
|
5.06K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
47+ 1.45% |
$11.3K - $12.3K
|
3.29K
$206K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
46+ 0.81% |
$11.1K - $12K
|
5.74K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
46+ 0.98% |
$11.1K - $12K
|
4.75K
$297K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
46+ 2.11% |
$11.1K - $12K
|
2.22K
$139K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
45+ 0.57% |
$10.8K - $11.8K
|
7.93K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
45New |
$10.8K - $11.8K
|
45
$2.82K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
44+ 4.14% |
$10.6K - $11.5K
|
1.11K
$69.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
44+ 0.31% |
$10.6K - $11.5K
|
14.1K
$881K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
44New |
$10.6K - $11.5K
|
44
$2.76K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
44+ 1.89% |
$10.6K - $11.5K
|
2.37K
$149K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.46% |
$10.1K - $11K
|
9.18K
$575K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
42+ 3.64% |
$10.1K - $11K
|
1.2K
$74.9K
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
BUY
|
- |
42+ 0.3% |
$10.1K - $11K
|
14K
$878K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.71% |
$10.1K - $11K
|
5.99K
$375K
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
BUY
|
- |
41+ 0.42% |
$9.85K - $10.7K
|
9.74K
$610K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
41+ 0.34% |
$9.85K - $10.7K
|
11.9K
$748K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
40+ 2.17% |
$9.61K - $10.5K
|
1.88K
$118K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
40+ 0.21% |
$9.61K - $10.5K
|
19K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
40+ 0.36% |
$9.61K - $10.5K
|
11K
$690K
|