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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-114- 17.78% |
$27.4K - $29.8K
|
527
$33K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-114- 2.45% |
$27.4K - $29.8K
|
4.54K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-115- 10.07% |
$27.6K - $30.1K
|
1.03K
$64.4K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-115- 12.82% |
$27.6K - $30.1K
|
782
$49K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-116- 1.37% |
$27.9K - $30.3K
|
8.32K
$522K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-116- 5.41% |
$27.9K - $30.3K
|
2.03K
$127K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-116- 2.05% |
$27.9K - $30.3K
|
5.53K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-117- 0.28% |
$28.1K - $30.6K
|
42K
$2.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-118- 1.58% |
$28.3K - $30.9K
|
7.34K
$460K
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-120- 6.79% |
$28.8K - $31.4K
|
1.65K
$103K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-122- 35.67% |
$29.3K - $31.9K
|
220
$13.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-122- 4.97% |
$29.3K - $31.9K
|
2.33K
$146K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-123- 1.54% |
$29.5K - $32.2K
|
7.87K
$493K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.25% |
$30K - $32.7K
|
9.91K
$621K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-126- 9.25% |
$30.3K - $32.9K
|
1.24K
$77.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-131- 2.2% |
$31.5K - $34.3K
|
5.82K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-131- 11.23% |
$31.5K - $34.3K
|
1.04K
$64.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-135- 0.15% |
$32.4K - $35.3K
|
88.4K
$5.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-136- 11.3% |
$32.7K - $35.6K
|
1.07K
$66.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-137- 1.29% |
$32.9K - $35.8K
|
10.5K
$658K
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-137- 0.13% |
$32.9K - $35.8K
|
109K
$6.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-139- 0.09% |
$33.4K - $36.3K
|
148K
$9.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-140- 0.41% |
$33.6K - $36.6K
|
34.3K
$2.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-140- 4.14% |
$33.6K - $36.6K
|
3.24K
$203K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-140- 6.1% |
$33.6K - $36.6K
|
2.16K
$135K
|
|
|
Aug 03, 2023
Q2 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-146- 1.12% |
$35.1K - $38.2K
|
12.9K
$808K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-147- 10.1% |
$35.3K - $38.4K
|
1.31K
$82K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-149- 4.59% |
$35.8K - $39K
|
3.09K
$194K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-152- 2.0% |
$36.5K - $39.7K
|
7.43K
$466K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-153- 10.55% |
$36.8K - $40K
|
1.3K
$81.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-154- 1.98% |
$37K - $40.3K
|
7.61K
$477K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-155- 12.61% |
$37.2K - $40.5K
|
1.07K
$67.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-155- 3.06% |
$37.2K - $40.5K
|
4.9K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-155- 5.48% |
$37.2K - $40.5K
|
2.68K
$168K
|
|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-158- 7.08% |
$38K - $41.3K
|
2.08K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-159- 13.74% |
$38.2K - $41.6K
|
998
$62.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-160- 13.46% |
$38.4K - $41.8K
|
1.03K
$64.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-161- 0.08% |
$38.7K - $42.1K
|
209K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-163- 1.66% |
$39.2K - $42.6K
|
9.64K
$604K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-164- 9.79% |
$39.4K - $42.9K
|
1.51K
$94.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-165- 8.23% |
$39.6K - $43.1K
|
1.84K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-166- 3.38% |
$39.9K - $43.4K
|
4.75K
$298K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-167- 5.33% |
$40.1K - $43.7K
|
2.97K
$186K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-170- 7.16% |
$40.8K - $44.5K
|
2.21K
$138K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-171- 3.05% |
$41.1K - $44.7K
|
5.44K
$341K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-171- 9.04% |
$41.1K - $44.7K
|
1.72K
$108K
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-172- 5.75% |
$41.3K - $45K
|
2.82K
$177K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-177- 4.94% |
$42.5K - $46.3K
|
3.41K
$214K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-178- 15.78% |
$42.8K - $46.5K
|
950
$59.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-178- 3.97% |
$42.8K - $46.5K
|
4.31K
$270K
|