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 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-421- 21.13% |
$101K - $110K
|
1.57K
$98.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-424- 0.72% |
$102K - $111K
|
58.1K
$3.64M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-424- 0.72% |
$102K - $111K
|
58.1K
$3.64M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-426- 2.62% |
$102K - $111K
|
15.9K
$993K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-426- 2.69% |
$102K - $111K
|
15.4K
$964K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-432- 5.92% |
$104K - $113K
|
6.87K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-435- 2.12% |
$104K - $114K
|
20.1K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-438- 11.99% |
$105K - $115K
|
3.22K
$201K
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-439- 2.65% |
$105K - $115K
|
16.1K
$1.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-439- 8.36% |
$105K - $115K
|
4.81K
$301K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-441- 22.9% |
$106K - $115K
|
1.49K
$93K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-444- 84.09% |
$107K - $116K
|
84
$5.26K
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-448- 4.05% |
$108K - $117K
|
10.6K
$664K
|
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-452- 2.83% |
$109K - $118K
|
15.5K
$972K
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-454- 13.06% |
$109K - $119K
|
3.02K
$189K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-454- 21.35% |
$109K - $119K
|
1.67K
$105K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-458- 18.28% |
$110K - $120K
|
2.05K
$128K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-460- 17.89% |
$111K - $120K
|
2.11K
$132K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-466- 2.04% |
$112K - $122K
|
22.4K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-470- 1.18% |
$113K - $123K
|
39.5K
$2.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-475- 3.82% |
$114K - $124K
|
12K
$750K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-475- 3.96% |
$114K - $124K
|
11.5K
$722K
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-479- 27.23% |
$115K - $125K
|
1.28K
$80.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-481- 8.5% |
$116K - $126K
|
5.18K
$324K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-490- 8.3% |
$118K - $128K
|
5.41K
$339K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-491- 7.52% |
$118K - $128K
|
6.04K
$378K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-494- 13.4% |
$119K - $129K
|
3.19K
$200K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-495- 4.28% |
$119K - $129K
|
11.1K
$693K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-503- 1.31% |
$121K - $132K
|
37.8K
$2.37M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-503- 1.41% |
$121K - $132K
|
35.1K
$2.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-506- 0.33% |
$122K - $132K
|
152K
$9.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-512- 1.62% |
$123K - $134K
|
31.1K
$1.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-514- 14.47% |
$123K - $134K
|
3.04K
$190K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-517- 0.46% |
$124K - $135K
|
112K
$6.98M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-520- 5.77% |
$125K - $136K
|
8.49K
$532K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-526- 1.75% |
$126K - $138K
|
29.6K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-527- 9.53% |
$127K - $138K
|
5K
$313K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-535- 2.02% |
$129K - $140K
|
25.9K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-535- 2.06% |
$129K - $140K
|
25.4K
$1.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-548- 34.47% |
$132K - $143K
|
1.04K
$65.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-549- 29.55% |
$132K - $144K
|
1.31K
$82K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-551- 25.58% |
$132K - $144K
|
1.6K
$100K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-559- 8.84% |
$134K - $146K
|
5.77K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-560- 7.58% |
$135K - $146K
|
6.83K
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-571- 7.07% |
$137K - $149K
|
7.51K
$470K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-575- 27.55% |
$138K - $150K
|
1.51K
$94.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-575- 2.16% |
$138K - $150K
|
26.1K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-580- 13.31% |
$139K - $152K
|
3.78K
$236K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-598- 12.26% |
$144K - $156K
|
4.28K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-598- 6.8% |
$144K - $156K
|
8.2K
$514K
|