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 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-599- 5.4% |
$144K - $157K
|
10.5K
$657K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-600- 11.76% |
$144K - $157K
|
4.5K
$282K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-602- 22.6% |
$145K - $157K
|
2.06K
$129K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-605- 1.49% |
$145K - $158K
|
39.9K
$2.5M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-607- 0.96% |
$146K - $159K
|
62.8K
$3.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-609- 16.67% |
$146K - $159K
|
3.05K
$191K
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-611- 12.98% |
$147K - $160K
|
4.1K
$257K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-616- 9.01% |
$148K - $161K
|
6.22K
$389K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-620- 2.61% |
$149K - $162K
|
23.2K
$1.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-621- 12.6% |
$149K - $162K
|
4.31K
$270K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-622- 2.07% |
$149K - $163K
|
29.5K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-630- 2.05% |
$151K - $165K
|
30.1K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-632- 9.9% |
$152K - $165K
|
5.75K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-637- 27.89% |
$153K - $167K
|
1.65K
$103K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-641- 5.3% |
$154K - $168K
|
11.5K
$718K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-650- 3.99% |
$156K - $170K
|
15.6K
$979K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-654- 24.9% |
$157K - $171K
|
1.97K
$123K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-670- 35.56% |
$161K - $175K
|
1.21K
$76K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-676- 3.75% |
$162K - $177K
|
17.3K
$1.09M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-678- 2.16% |
$163K - $177K
|
30.8K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-679- 2.04% |
$163K - $178K
|
32.6K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-688- 5.16% |
$165K - $180K
|
12.7K
$792K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-693- 5.45% |
$166K - $181K
|
12K
$753K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-695- 10.76% |
$167K - $182K
|
5.76K
$361K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-705- 7.27% |
$169K - $184K
|
8.99K
$563K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-709- 10.44% |
$170K - $185K
|
6.08K
$381K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-717- 1.33% |
$172K - $187K
|
53.4K
$3.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-720- 0.07% |
$173K - $188K
|
968K
$60.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-720- 3.44% |
$173K - $188K
|
20.2K
$1.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-721- 35.17% |
$173K - $189K
|
1.33K
$83.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-726- 0.71% |
$174K - $190K
|
101K
$6.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-728- 1.1% |
$175K - $190K
|
65.3K
$4.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-735- 0.69% |
$177K - $192K
|
106K
$6.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-736- 2.55% |
$177K - $192K
|
28.1K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-749- 2.16% |
$180K - $196K
|
33.9K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-749- 3.03% |
$180K - $196K
|
24K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-749- 3.27% |
$180K - $196K
|
22.2K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-750- 3.47% |
$180K - $196K
|
20.9K
$1.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-756- 3.24% |
$182K - $198K
|
22.6K
$1.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
SELL
|
- |
-757- 18.05% |
$182K - $198K
|
3.44K
$215K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-764- 5.67% |
$184K - $200K
|
12.7K
$796K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-766- 0.67% |
$184K - $200K
|
114K
$7.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-772- 4.62% |
$185K - $202K
|
15.9K
$998K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-787- 3.93% |
$189K - $206K
|
19.2K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-788- 45.05% |
$189K - $206K
|
961
$60.2K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-790- 80.12% |
$190K - $207K
|
196
$12.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-795- 5.92% |
$191K - $208K
|
12.6K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-798- 13.25% |
$192K - $209K
|
5.23K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-800- 74.14% |
$192K - $209K
|
279
$17.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-804- 3.42% |
$193K - $210K
|
22.7K
$1.42M
|