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 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.24K- 21.26% |
$539K - $586K
|
8.3K
$520K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.27K- 2.53% |
$544K - $592K
|
87.3K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.28K- 10.0% |
$547K - $596K
|
20.5K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.3K- 12.66% |
$552K - $601K
|
15.8K
$992K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.3K- 59.1% |
$553K - $601K
|
1.59K
$99.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.34K- 1.41% |
$563K - $613K
|
164K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.35K- 29.75% |
$565K - $614K
|
5.55K
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.37K- 8.42% |
$570K - $620K
|
25.8K
$1.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.41K- 6.98% |
$578K - $629K
|
32K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-2.41K- 1.93% |
$579K - $631K
|
122K
$7.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.45K- 2.8% |
$587K - $639K
|
84.8K
$5.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.45K- 71.19% |
$588K - $640K
|
991
$62K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.47K- 2.5% |
$594K - $646K
|
96.4K
$6.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.51K- 4.02% |
$603K - $657K
|
59.9K
$3.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.55K- 4.28% |
$612K - $666K
|
56.9K
$3.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.56K- 0.61% |
$614K - $668K
|
419K
$26.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-2.61K- 14.39% |
$626K - $682K
|
15.5K
$971K
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-2.62K- 20.83% |
$630K - $685K
|
9.96K
$624K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-2.68K- 0.14% |
$644K - $701K
|
1.86M
$116M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.7K- 47.34% |
$650K - $707K
|
3.01K
$188K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.72K- 13.45% |
$654K - $711K
|
17.5K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.79K- 3.31% |
$671K - $730K
|
81.7K
$5.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.83K- 14.79% |
$680K - $740K
|
16.3K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.89K- 17.41% |
$693K - $755K
|
13.7K
$857K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.89K- 3.33% |
$695K - $756K
|
84.1K
$5.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.9K- 6.4% |
$695K - $757K
|
42.3K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.93K- 28.68% |
$704K - $766K
|
7.28K
$456K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-3K- 66.91% |
$719K - $783K
|
1.48K
$92.7K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-3.04K- 4.06% |
$730K - $795K
|
71.9K
$4.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.07K- 8.4% |
$738K - $803K
|
33.5K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.17K- 43.92% |
$760K - $828K
|
4.04K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.18K- 1.35% |
$764K - $832K
|
232K
$14.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.19K- 16.26% |
$767K - $835K
|
16.4K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.2K- 13.1% |
$768K - $836K
|
21.2K
$1.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.2K- 15.48% |
$768K - $836K
|
17.5K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-3.23K- 15.36% |
$776K - $845K
|
17.8K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.25K- 70.21% |
$780K - $849K
|
1.38K
$86.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.27K- 2.07% |
$786K - $856K
|
155K
$9.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.28K- 7.04% |
$789K - $858K
|
43.4K
$2.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.28K- 1.58% |
$789K - $858K
|
204K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.33K- 2.36% |
$799K - $870K
|
138K
$8.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.38K- 74.87% |
$811K - $883K
|
1.13K
$70.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.59K- 14.44% |
$863K - $940K
|
21.3K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.77K- 9.72% |
$905K - $985K
|
35K
$2.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-3.77K- 1.18% |
$906K - $986K
|
317K
$19.8M
|
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.83K- 10.52% |
$919K - $1M
|
32.6K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.92K- 16.01% |
$943K - $1.03M
|
20.6K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.94K- 39.12% |
$947K - $1.03M
|
6.14K
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.05K- 3.26% |
$973K - $1.06M
|
120K
$7.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.07K- 10.49% |
$976K - $1.06M
|
34.7K
$2.17M
|