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 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.94K+ 1.55% |
$1.43M - $1.55M
|
390K
$24.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.82K+ 77.79% |
$1.4M - $1.52M
|
13.3K
$837K
|
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.7KNew |
$1.37M - $1.49M
|
5.7K
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
5.67K+ 6.74% |
$1.36M - $1.48M
|
89.8K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.66K+ 1.0% |
$1.36M - $1.48M
|
571K
$35.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
5.54K+ 4.6% |
$1.33M - $1.45M
|
126K
$7.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.48K+ 10.56% |
$1.32M - $1.43M
|
57.3K
$3.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
5.43K+ 2.41% |
$1.3M - $1.42M
|
231K
$14.5M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5.23K+ 3.39% |
$1.26M - $1.37M
|
159K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.2K+ 1.94% |
$1.25M - $1.36M
|
273K
$17.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.07K+ 14.1% |
$1.22M - $1.33M
|
41K
$2.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.02K+ 52.31% |
$1.21M - $1.31M
|
14.6K
$919K
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
5KNew |
$1.2M - $1.31M
|
5K
$315K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.94KNew |
$1.19M - $1.29M
|
4.94K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.85K+ 110.2% |
$1.16M - $1.27M
|
9.25K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.83K+ 2.41% |
$1.16M - $1.26M
|
205K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.82K+ 8.44% |
$1.16M - $1.26M
|
62K
$3.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.8K+ 6.39% |
$1.15M - $1.26M
|
79.9K
$5.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.79K+ 4.34% |
$1.15M - $1.25M
|
115K
$7.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.73K+ 8.55% |
$1.14M - $1.24M
|
60.1K
$3.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.62K+ 2.12% |
$1.11M - $1.21M
|
223K
$14M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
4.61K+ 3.61% |
$1.11M - $1.21M
|
132K
$8.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.6KNew |
$1.1M - $1.2M
|
4.6K
$289K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
4.55K+ 41.54% |
$1.09M - $1.19M
|
15.5K
$976K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.49K+ 95.87% |
$1.08M - $1.17M
|
9.16K
$576K
|
|
|
Jul 13, 2023
Q2 2023
|
Platt Investment Counsel, LLC
|
BUY
|
- |
4.42K+ 8.95% |
$1.06M - $1.16M
|
53.8K
$3.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
4.4K+ 5.39% |
$1.06M - $1.15M
|
86.1K
$5.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.32KNew |
$1.04M - $1.13M
|
4.32K
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.31K+ 23.36% |
$1.04M - $1.13M
|
22.8K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.28KNew |
$1.03M - $1.12M
|
4.28K
$269K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.28K+ 0.91% |
$1.03M - $1.12M
|
474K
$29.8M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.19K+ 6.62% |
$1.01M - $1.1M
|
67.5K
$4.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.17K+ 87.59% |
$1M - $1.09M
|
8.94K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.13K+ 57.31% |
$991K - $1.08M
|
11.3K
$712K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.11K+ 5.04% |
$987K - $1.07M
|
85.7K
$5.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 24.15% |
$985K - $1.07M
|
21.1K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
4.08K+ 2.21% |
$981K - $1.07M
|
189K
$11.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.05K+ 3.82% |
$972K - $1.06M
|
110K
$6.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
4.01K+ 3.31% |
$962K - $1.05M
|
125K
$7.87M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.98K+ 3.19% |
$957K - $1.04M
|
129K
$8.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.94K+ 22.37% |
$945K - $1.03M
|
21.5K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.88K+ 71.87% |
$931K - $1.01M
|
9.27K
$583K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.85K+ 2.52% |
$925K - $1.01M
|
156K
$9.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
3.64K+ 3.67% |
$874K - $952K
|
103K
$6.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
3.61K+ 7.85% |
$867K - $943K
|
49.6K
$3.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
3.6KNew |
$866K - $942K
|
3.6K
$227K
|
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
3.45K+ 9.11% |
$828K - $901K
|
41.3K
$2.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.42K+ 353.25% |
$822K - $895K
|
4.39K
$276K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.42K+ 9.6% |
$821K - $894K
|
39K
$2.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.42K+ 12.9% |
$821K - $893K
|
29.9K
$1.88M
|