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
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.19K- 3.42% |
$1.01M - $1.1M
|
118K
$7.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.23K- 13.22% |
$1.01M - $1.1M
|
27.7K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-4.37K- 4.65% |
$1.05M - $1.14M
|
89.5K
$5.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-4.49K- 72.72% |
$1.08M - $1.17M
|
1.69K
$105K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-4.52K- 47.65% |
$1.09M - $1.18M
|
4.97K
$311K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.52K- 64.12% |
$1.09M - $1.18M
|
2.53K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.56K- 1.46% |
$1.09M - $1.19M
|
307K
$19.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.74K- 8.48% |
$1.14M - $1.24M
|
51.2K
$3.2M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.81K- 94.41% |
$1.16M - $1.26M
|
285
$17.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.81K- 1.56% |
$1.16M - $1.26M
|
304K
$19M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.05K- 2.35% |
$1.21M - $1.32M
|
210K
$13.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.11K- 26.62% |
$1.23M - $1.34M
|
14.1K
$881K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.31K- 8.03% |
$1.28M - $1.39M
|
60.9K
$3.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.37K- 11.32% |
$1.29M - $1.4M
|
42.1K
$2.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.41K- 5.81% |
$1.3M - $1.41M
|
87.6K
$5.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.54K- 15.51% |
$1.33M - $1.45M
|
30.2K
$1.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.57K- 2.18% |
$1.34M - $1.46M
|
251K
$15.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-5.59K- 40.86% |
$1.34M - $1.46M
|
8.09K
$507K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-5.6K- 83.69% |
$1.34M - $1.46M
|
1.09K
$68.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.6K- 15.53% |
$1.35M - $1.47M
|
30.5K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.68K- 21.95% |
$1.36M - $1.49M
|
20.2K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-5.86K- 23.18% |
$1.41M - $1.53M
|
19.4K
$1.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.19K- 6.18% |
$1.49M - $1.62M
|
94K
$5.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-6.4K- 8.63% |
$1.54M - $1.67M
|
67.8K
$4.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.45K- 5.18% |
$1.55M - $1.69M
|
118K
$7.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-6.47K- 31.43% |
$1.55M - $1.69M
|
14.1K
$884K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-6.74K- 9.55% |
$1.62M - $1.76M
|
63.8K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-6.78K- 15.85% |
$1.63M - $1.77M
|
36K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.28K- 13.99% |
$1.75M - $1.9M
|
44.8K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.4K- 2.93% |
$1.78M - $1.93M
|
245K
$15.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.45K- 6.25% |
$1.79M - $1.95M
|
112K
$6.99M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.47K- 79.28% |
$1.79M - $1.95M
|
1.95K
$122K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-7.57K- 69.75% |
$1.82M - $1.98M
|
3.28K
$205K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.63K- 1.48% |
$1.83M - $1.99M
|
507K
$31.8M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-7.83K- 79.83% |
$1.88M - $2.05M
|
1.98K
$124K
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-8.11K- 8.76% |
$1.95M - $2.12M
|
84.5K
$5.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-8.21K- 18.72% |
$1.97M - $2.15M
|
35.6K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-8.27K- 3.69% |
$1.99M - $2.16M
|
216K
$13.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-8.41K- 26.97% |
$2.02M - $2.2M
|
22.8K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-8.85K- 53.29% |
$2.13M - $2.31M
|
7.76K
$486K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-8.95K- 5.15% |
$2.15M - $2.34M
|
165K
$10.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-9.33K- 8.24% |
$2.24M - $2.44M
|
104K
$6.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.7K- 5.21% |
$2.33M - $2.54M
|
176K
$11M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-9.75K- 9.37% |
$2.34M - $2.55M
|
94.3K
$5.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.97K- 31.32% |
$2.39M - $2.61M
|
21.9K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 6.11% |
$2.45M - $2.67M
|
157K
$9.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.3K- 3.76% |
$2.46M - $2.68M
|
263K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.6K- 4.13% |
$2.55M - $2.77M
|
246K
$15.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-11.1K- 92.01% |
$2.67M - $2.9M
|
965
$60.4K
|