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 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-41- 4.8% |
$9.85K - $10.7K
|
814
$51K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-41- 4.55% |
$9.85K - $10.7K
|
861
$54K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-42- 0.95% |
$10.1K - $11K
|
4.37K
$274K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-42- 1.29% |
$10.1K - $11K
|
3.21K
$201K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-42- 31.58% |
$10.1K - $11K
|
91
$5.7K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-43- 1.68% |
$10.3K - $11.2K
|
2.52K
$158K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-44- 0.45% |
$10.6K - $11.5K
|
9.73K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-44- 8.37% |
$10.6K - $11.5K
|
482
$30.2K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-45- 4.26% |
$10.8K - $11.8K
|
1.01K
$63.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-46- 1.79% |
$11.1K - $12K
|
2.53K
$158K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-47- 2.04% |
$11.3K - $12.3K
|
2.26K
$142K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-47- 0.37% |
$11.3K - $12.3K
|
12.8K
$804K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-47- 12.18% |
$11.3K - $12.3K
|
339
$21.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Services
|
SELL
|
- |
-48- 2.41% |
$11.5K - $12.6K
|
1.95K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-49- 8.94% |
$11.8K - $12.8K
|
499
$31.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-50- 1.45% |
$12K - $13.1K
|
3.4K
$213K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-50- 5.46% |
$12K - $13.1K
|
865
$54.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-50- 3.1% |
$12K - $13.1K
|
1.57K
$98.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-51- 3.77% |
$12.3K - $13.3K
|
1.3K
$81.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-52- 8.62% |
$12.5K - $13.6K
|
551
$34.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-53- 4.24% |
$12.7K - $13.9K
|
1.2K
$75K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-53- 0.47% |
$12.7K - $13.9K
|
11.3K
$707K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-54- 0.91% |
$13K - $14.1K
|
5.85K
$367K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-55- 0.85% |
$13.2K - $14.4K
|
6.45K
$404K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-55- 2.54% |
$13.2K - $14.4K
|
2.11K
$132K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-56- 0.68% |
$13.5K - $14.6K
|
8.17K
$512K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-56- 2.77% |
$13.5K - $14.6K
|
1.97K
$123K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-56- 3.07% |
$13.5K - $14.6K
|
1.77K
$111K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-56- 0.48% |
$13.5K - $14.6K
|
11.6K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-56- 0.13% |
$13.5K - $14.6K
|
43K
$2.69M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-57- 0.66% |
$13.7K - $14.9K
|
8.6K
$539K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-57- 1.35% |
$13.7K - $14.9K
|
4.18K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 32.95% |
$13.9K - $15.2K
|
118
$7.39K
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-58- 2.35% |
$13.9K - $15.2K
|
2.41K
$151K
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-58- 2.01% |
$13.9K - $15.2K
|
2.83K
$177K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-58- 2.59% |
$13.9K - $15.2K
|
2.18K
$137K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-58- 3.57% |
$13.9K - $15.2K
|
1.57K
$98.1K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-58- 3.23% |
$13.9K - $15.2K
|
1.74K
$109K
|
|
|
Jul 12, 2023
Q2 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-59- 5.56% |
$14.2K - $15.4K
|
1K
$62.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-60- 1.38% |
$14.4K - $15.7K
|
4.27K
$268K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-60- 0.92% |
$14.4K - $15.7K
|
6.46K
$405K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-60- 1.51% |
$14.4K - $15.7K
|
3.91K
$245K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-61- 3.51% |
$14.7K - $16K
|
1.68K
$105K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-62- 1.23% |
$14.9K - $16.2K
|
4.98K
$312K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-62- 1.89% |
$14.9K - $16.2K
|
3.21K
$201K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-64- 1.0% |
$15.4K - $16.7K
|
6.36K
$398K
|
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-65- 0.22% |
$15.6K - $17K
|
29.9K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-65- 0.2% |
$15.6K - $17K
|
33.1K
$2.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-69- 1.7% |
$16.6K - $18K
|
3.98K
$249K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-70- 1.89% |
$16.8K - $18.3K
|
3.63K
$227K
|