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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14New |
$3.36K - $3.66K
|
14
$917
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13+ 0.72% |
$3.12K - $3.4K
|
1.81K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
13+ 0.27% |
$3.12K - $3.4K
|
4.8K
$314K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
12+ 2.59% |
$2.88K - $3.14K
|
475
$31.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12+ 0.1% |
$2.88K - $3.14K
|
11.6K
$762K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10+ 1.1% |
$2.4K - $2.61K
|
916
$60K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.1% |
$2.4K - $2.61K
|
10.2K
$666K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
9+ 0.36% |
$2.16K - $2.35K
|
2.5K
$164K
|
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
9+ 0.33% |
$2.16K - $2.35K
|
2.72K
$178K
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
9+ 0.17% |
$2.16K - $2.35K
|
5.38K
$352K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8New |
$1.92K - $2.09K
|
8
$524
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
8+ 0.64% |
$1.92K - $2.09K
|
1.25K
$81.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
8+ 0.12% |
$1.92K - $2.09K
|
6.78K
$444K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
8+ 0.35% |
$1.92K - $2.09K
|
2.27K
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
8+ 0.34% |
$1.92K - $2.09K
|
2.36K
$154K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 1.1% |
$1.92K - $2.09K
|
736
$48.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7+ 0.29% |
$1.68K - $1.83K
|
2.44K
$160K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
7+ 0.3% |
$1.68K - $1.83K
|
2.37K
$155K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
7+ 0.42% |
$1.68K - $1.83K
|
1.68K
$110K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
7+ 0.21% |
$1.68K - $1.83K
|
3.3K
$216K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.49% |
$1.68K - $1.83K
|
1.43K
$93.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.12% |
$1.68K - $1.83K
|
5.88K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
7+ 0.12% |
$1.68K - $1.83K
|
5.84K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7+ 0.79% |
$1.68K - $1.83K
|
897
$58.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6+ 0.13% |
$1.44K - $1.57K
|
4.58K
$300K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
6+ 0.24% |
$1.44K - $1.57K
|
2.54K
$166K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
6+ 0.11% |
$1.44K - $1.57K
|
5.53K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6+ 0.03% |
$1.44K - $1.57K
|
22.8K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.63% |
$1.44K - $1.57K
|
959
$62.8K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.56% |
$1.44K - $1.57K
|
1.09K
$71K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.14% |
$1.2K - $1.31K
|
3.69K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$1.2K - $1.31K
|
6.17K
$404K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
5+ 0.54% |
$1.2K - $1.31K
|
936
$61.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$1.2K - $1.31K
|
21.2K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.22% |
$1.2K - $1.31K
|
2.24K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
5+ 0.28% |
$1.2K - $1.31K
|
1.8K
$118K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
5+ 0.17% |
$1.2K - $1.31K
|
2.98K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
5+ 0.29% |
$1.2K - $1.31K
|
1.73K
$113K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.35% |
$961 - $1.05K
|
1.14K
$74.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4+ 0.19% |
$961 - $1.05K
|
2.15K
$141K
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.29% |
$961 - $1.05K
|
1.37K
$89.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.32% |
$961 - $1.05K
|
1.27K
$83.1K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4+ 0.35% |
$961 - $1.05K
|
1.15K
$75.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
4+ 0.32% |
$961 - $1.05K
|
1.26K
$82.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
4+ 0.36% |
$961 - $1.05K
|
1.1K
$72K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.3% |
$721 - $784
|
1.01K
$66.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3+ 0.19% |
$721 - $784
|
1.6K
$105K
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.1% |
$721 - $784
|
2.89K
$189K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
3+ 0.12% |
$721 - $784
|
2.55K
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3+ 0.17% |
$721 - $784
|
1.72K
$113K
|