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 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-817- 8.86% |
$196K - $214K
|
8.41K
$526K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-828- 17.94% |
$199K - $217K
|
3.79K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-828- 0.9% |
$199K - $217K
|
91.6K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-828- 37.5% |
$199K - $217K
|
1.38K
$86.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-845- 4.24% |
$203K - $221K
|
19.1K
$1.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-851- 9.98% |
$204K - $223K
|
7.67K
$480K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-857- 0.33% |
$206K - $224K
|
259K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-869- 2.13% |
$209K - $227K
|
39.9K
$2.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-874- 3.55% |
$210K - $229K
|
23.8K
$1.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-880- 0.25% |
$211K - $230K
|
357K
$22.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-922- 2.27% |
$221K - $241K
|
39.7K
$2.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-925- 0.69% |
$222K - $242K
|
133K
$8.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-930- 0.3% |
$223K - $243K
|
308K
$19.3M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-939- 10.2% |
$226K - $246K
|
8.27K
$518K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-956- 28.58% |
$230K - $250K
|
2.39K
$150K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-958- 4.09% |
$230K - $250K
|
22.4K
$1.41M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-964- 7.11% |
$232K - $252K
|
12.6K
$789K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-968- 1.45% |
$233K - $253K
|
65.8K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-977- 20.29% |
$235K - $255K
|
3.84K
$240K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-977Closed |
$235K - $255K
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-983- 6.7% |
$236K - $257K
|
13.7K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-985- 1.16% |
$237K - $258K
|
84.1K
$5.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-991- 0.6% |
$238K - $259K
|
164K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.01K- 0.08% |
$242K - $264K
|
1.26M
$78.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.01K- 2.97% |
$243K - $264K
|
33K
$2.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.01K- 12.79% |
$243K - $265K
|
6.91K
$433K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.03K- 30.11% |
$247K - $269K
|
2.39K
$150K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.06K- 21.31% |
$256K - $278K
|
3.93K
$246K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.07K- 26.08% |
$257K - $279K
|
3.03K
$190K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.08K- 6.28% |
$259K - $282K
|
16.1K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.08K- 2.23% |
$259K - $282K
|
47.2K
$2.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.09K- 41.19% |
$261K - $284K
|
1.55K
$97K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.09K- 42.83% |
$262K - $285K
|
1.46K
$91.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.13K- 3.62% |
$272K - $297K
|
30.2K
$1.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.14K- 0.63% |
$275K - $299K
|
180K
$11.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 5.0% |
$277K - $301K
|
21.9K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.16K- 18.94% |
$278K - $302K
|
4.95K
$310K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.16K- 5.23% |
$278K - $302K
|
20.9K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.16K- 0.59% |
$278K - $303K
|
195K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.16K- 12.48% |
$279K - $304K
|
8.15K
$510K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.16K- 3.72% |
$280K - $304K
|
30.1K
$1.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.19K- 5.29% |
$286K - $311K
|
21.3K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 33.65% |
$294K - $320K
|
2.41K
$151K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.22K- 27.22% |
$294K - $320K
|
3.27K
$205K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.24K- 2.28% |
$298K - $324K
|
53.2K
$3.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.25K- 17.59% |
$300K - $327K
|
5.86K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 4.68% |
$301K - $327K
|
25.5K
$1.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-1.26K- 17.56% |
$303K - $330K
|
5.92K
$371K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.27K- 5.48% |
$305K - $332K
|
21.9K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.29K- 16.93% |
$309K - $336K
|
6.31K
$395K
|