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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.5K- 3.39% |
$2.75M - $3M
|
327K
$20.6M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-11.5K- 26.55% |
$2.77M - $3.02M
|
31.9K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11.6K- 51.45% |
$2.78M - $3.03M
|
10.9K
$687K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-12.7K- 14.84% |
$3.05M - $3.32M
|
72.8K
$4.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-12.9K- 17.82% |
$3.1M - $3.37M
|
59.5K
$3.74M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 79.84% |
$3.12M - $3.39M
|
3.28K
$206K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13.1K- 94.26% |
$3.15M - $3.43M
|
800
$50.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-13.2K- 86.84% |
$3.17M - $3.45M
|
2K
$126K
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-13.6K- 52.73% |
$3.28M - $3.57M
|
12.2K
$770K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-13.7K- 4.81% |
$3.3M - $3.59M
|
272K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.3K- 46.13% |
$3.42M - $3.73M
|
16.6K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-14.4K- 1.5% |
$3.46M - $3.76M
|
948K
$59.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 90.09% |
$3.48M - $3.79M
|
1.6K
$100K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14.9K- 93.93% |
$3.57M - $3.89M
|
961
$60.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15.4K- 4.51% |
$3.69M - $4.02M
|
325K
$20.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-15.4K- 55.6% |
$3.71M - $4.04M
|
12.3K
$776K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.8K- 5.6% |
$3.8M - $4.14M
|
267K
$16.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-16.2K- 4.35% |
$3.9M - $4.24M
|
356K
$22.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-16.8K- 56.2% |
$4.03M - $4.39M
|
13.1K
$823K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-17.6K- 81.0% |
$4.23M - $4.6M
|
4.13K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-17.9K- 20.98% |
$4.3M - $4.68M
|
67.5K
$4.24M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-17.9K- 5.54% |
$4.3M - $4.68M
|
305K
$19.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18K- 53.67% |
$4.33M - $4.72M
|
15.6K
$980K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.1K- 1.22% |
$4.34M - $4.72M
|
1.46M
$91.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.5K- 47.15% |
$4.45M - $4.85M
|
20.8K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19.1K- 39.42% |
$4.59M - $5M
|
29.4K
$1.85M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19.1K- 39.42% |
$4.59M - $5M
|
29.4K
$1.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-19.5K- 32.95% |
$4.68M - $5.09M
|
39.6K
$2.49M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-22.8K- 6.91% |
$5.48M - $5.97M
|
307K
$19.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-23.5K- 14.99% |
$5.64M - $6.13M
|
133K
$8.37M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-23.5K- 14.99% |
$5.64M - $6.13M
|
133K
$8.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-23.5K- 64.26% |
$5.65M - $6.15M
|
13.1K
$823K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-23.6K- 24.83% |
$5.67M - $6.17M
|
71.4K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.9K- 0.35% |
$5.74M - $6.24M
|
6.78M
$427M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-24.4K- 47.98% |
$5.86M - $6.38M
|
26.4K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.8K- 9.65% |
$5.96M - $6.49M
|
232K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-26.2K- 17.55% |
$6.3M - $6.85M
|
123K
$7.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-28.4K- 3.4% |
$6.82M - $7.43M
|
807K
$50.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-28.6K- 80.04% |
$6.86M - $7.47M
|
7.12K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.7K- 11.57% |
$7.14M - $7.77M
|
227K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-30.7K- 75.51% |
$7.37M - $8.03M
|
9.96K
$626K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.7K- 18.2% |
$8.09M - $8.81M
|
151K
$9.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-34.5K- 89.49% |
$8.29M - $9.02M
|
4.05K
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36.4K- 73.22% |
$8.74M - $9.52M
|
13.3K
$837K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-41.2K- 95.1% |
$9.9M - $10.8M
|
2.13K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-44.5K- 29.88% |
$10.7M - $11.6M
|
104K
$6.57M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-44.7K- 46.5% |
$10.7M - $11.7M
|
51.4K
$3.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-46.3K- 15.79% |
$11.1M - $12.1M
|
247K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-52.6K- 75.31% |
$12.6M - $13.7M
|
17.2K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55.3K- 21.7% |
$13.3M - $14.5M
|
199K
$12.5M
|