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
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
26KNew |
$6.25M - $6.81M
|
26K
$1.64M
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
26KNew |
$6.25M - $6.81M
|
26K
$1.64M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
25.9K+ 10.52% |
$6.21M - $6.76M
|
272K
$17.1M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 8.16% |
$6.16M - $6.7M
|
340K
$21.4M
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
25.5KNew |
$6.12M - $6.66M
|
25.5K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
23.8K+ 6.52% |
$5.73M - $6.23M
|
389K
$24.5M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
22.7K+ 1.72% |
$5.45M - $5.93M
|
1.34M
$84.3M
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.6KNew |
$5.43M - $5.91M
|
22.6K
$1.42M
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22.1KNew |
$5.32M - $5.79M
|
22.1K
$1.39M
|
|
Aug 08, 2023
Q2 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
22KNew |
$5.28M - $5.75M
|
22K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.9KNew |
$5.27M - $5.73M
|
21.9K
$1.38M
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
21.4K+ 4.03% |
$5.14M - $5.59M
|
552K
$34.7M
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
20.6K+ 19.24% |
$4.95M - $5.39M
|
128K
$8.03M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.7K+ 0.97% |
$4.74M - $5.16M
|
2.06M
$130M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.7K+ 0.97% |
$4.74M - $5.16M
|
2.06M
$130M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
19.7K+ 141.54% |
$4.74M - $5.16M
|
33.7K
$2.12M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 31.08% |
$4.69M - $5.1M
|
82.3K
$5.17M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.2K+ 12.75% |
$4.61M - $5.01M
|
170K
$10.7M
|
|
Aug 10, 2023
Q2 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
16.8KNew |
$4.04M - $4.4M
|
16.8K
$1.06M
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.7K+ 78.07% |
$4.02M - $4.38M
|
38.2K
$2.4M
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
16.4K+ 3.56% |
$3.93M - $4.28M
|
476K
$30M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.3K+ 10.96% |
$3.91M - $4.26M
|
165K
$10.4M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
16.1K+ 1.36% |
$3.88M - $4.22M
|
1.2M
$75.8M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16K+ 458.67% |
$3.85M - $4.19M
|
19.5K
$1.23M
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15.7K+ 5.05% |
$3.77M - $4.1M
|
326K
$20.5M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.4KNew |
$3.71M - $4.04M
|
15.4K
$971K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
15.3K+ 25.86% |
$3.67M - $4M
|
74.4K
$4.68M
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
15.1K+ 7.65% |
$3.63M - $3.95M
|
213K
$13.4M
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
15K+ 939.72% |
$3.6M - $3.92M
|
16.6K
$1.04M
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
14.9KNew |
$3.58M - $3.9M
|
14.9K
$938K
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
14.4K+ 2.81% |
$3.46M - $3.76M
|
527K
$33.1M
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
14.1KNew |
$3.38M - $3.68M
|
14.1K
$886K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
13.9K+ 1.05% |
$3.33M - $3.63M
|
1.33M
$83.9M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
13.6K+ 10.11% |
$3.28M - $3.57M
|
149K
$9.34M
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
13.5K+ 49.36% |
$3.25M - $3.53M
|
40.9K
$2.57M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13.2K+ 7.21% |
$3.18M - $3.46M
|
197K
$12.4M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.2K+ 12.32% |
$3.16M - $3.44M
|
120K
$7.55M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13K+ 7.5% |
$3.13M - $3.41M
|
187K
$11.8M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.4K+ 2.77% |
$2.99M - $3.25M
|
462K
$29.1M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
12.1K+ 8.62% |
$2.92M - $3.17M
|
153K
$9.62M
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
12K+ 65.46% |
$2.88M - $3.13M
|
30.3K
$1.91M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11.8K+ 4.61% |
$2.84M - $3.09M
|
268K
$16.9M
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$2.69M - $2.92M
|
11.2K
$703K
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
11.1K+ 4.28% |
$2.67M - $2.91M
|
271K
$17M
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11K+ 16.78% |
$2.64M - $2.87M
|
76.5K
$4.81M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 8.82% |
$2.57M - $2.79M
|
132K
$8.29M
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5K+ 119.75% |
$2.52M - $2.75M
|
19.3K
$1.21M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5K+ 6.55% |
$2.52M - $2.74M
|
170K
$10.7M
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
10.3K+ 4.96% |
$2.47M - $2.69M
|
218K
$13.7M
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10.1K+ 2.3% |
$2.43M - $2.65M
|
451K
$28.4M
|