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 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-266- 1.18% |
$63.9K - $69.6K
|
22.4K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-276- 4.14% |
$66.3K - $72.2K
|
6.38K
$400K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-280- 12.45% |
$67.3K - $73.2K
|
1.97K
$123K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-281- 7.05% |
$67.5K - $73.5K
|
3.7K
$232K
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-282- 1.68% |
$67.7K - $73.7K
|
16.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-283- 30.93% |
$68K - $74K
|
632
$39.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-284- 2.99% |
$68.2K - $74.3K
|
9.21K
$576K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-287- 4.54% |
$68.9K - $75K
|
6.03K
$378K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-289- 1.77% |
$69.4K - $75.6K
|
16K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-290- 11.91% |
$69.7K - $75.8K
|
2.14K
$134K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-291- 0.76% |
$69.9K - $76.1K
|
37.9K
$2.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-292- 1.37% |
$70.1K - $76.4K
|
21K
$1.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-293- 18.89% |
$70.4K - $76.6K
|
1.26K
$78.8K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-294- 1.51% |
$70.6K - $76.9K
|
19.2K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-296- 15.69% |
$71.1K - $77.4K
|
1.59K
$99.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-297- 0.8% |
$71.3K - $77.7K
|
37K
$2.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-297- 8.24% |
$71.3K - $77.7K
|
3.31K
$207K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-301- 2.32% |
$72.3K - $78.7K
|
12.7K
$793K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-303- 5.8% |
$72.8K - $79.2K
|
4.92K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-306- 10.62% |
$73.5K - $80K
|
2.58K
$161K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-308- 0.75% |
$74K - $80.5K
|
41K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-308- 2.31% |
$74K - $80.5K
|
13K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-315- 20.41% |
$75.7K - $82.4K
|
1.23K
$76.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-317- 21.76% |
$76.1K - $82.9K
|
1.14K
$71.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-322- 1.47% |
$77.4K - $84.2K
|
21.6K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-324- 15.98% |
$77.8K - $84.7K
|
1.7K
$107K
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
SELL
|
- |
-324- 0.51% |
$77.8K - $84.7K
|
63.3K
$3.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-324- 5.1% |
$77.8K - $84.7K
|
6.03K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-326- 8.87% |
$78.3K - $85.2K
|
3.35K
$210K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-329- 2.51% |
$79K - $86K
|
12.8K
$801K
|
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-343- 0.37% |
$82.4K - $89.7K
|
91.8K
$5.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-345- 18.39% |
$82.9K - $90.2K
|
1.53K
$95.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-348- 0.14% |
$83.6K - $91K
|
244K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-348- 7.47% |
$83.6K - $91K
|
4.31K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-349- 22.33% |
$83.8K - $91.3K
|
1.21K
$76K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-351- 1.29% |
$84.3K - $91.8K
|
26.8K
$1.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-367- 8.07% |
$88.2K - $96K
|
4.18K
$262K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-368- 0.37% |
$88.4K - $96.2K
|
100K
$6.29M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-368- 0.17% |
$88.4K - $96.2K
|
214K
$13.4M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-370- 5.41% |
$88.9K - $96.7K
|
6.47K
$405K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-381- 2.61% |
$91.5K - $99.6K
|
14.2K
$892K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-384- 19.2% |
$92.2K - $100K
|
1.62K
$101K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-387- 5.57% |
$93K - $101K
|
6.57K
$411K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-390- 18.92% |
$93.7K - $102K
|
1.67K
$105K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-391- 2.61% |
$93.9K - $102K
|
14.6K
$913K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-394- 2.01% |
$94.6K - $103K
|
19.2K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-396- 21.43% |
$95.1K - $104K
|
1.45K
$90.9K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-402- 3.31% |
$96.6K - $105K
|
11.7K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-404- 12.46% |
$97K - $106K
|
2.84K
$178K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-420- 6.9% |
$101K - $110K
|
5.67K
$355K
|