Purchases and Sales Made in Q2 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 18, 2023 Q2 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
2.35K
+ 6.1%
$564K - $614K
40.8K $2.57M
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
2.34K
New
$562K - $612K
2.34K $147K
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
2.34K
+ 26.17%
$562K - $611K
11.3K $709K
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
2.33K
+ 1.18%
$560K - $610K
200K $12.6M
Aug 14, 2023 Q2 2023
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
2.32K
New
$557K - $606K
2.32K $146K
Jul 07, 2023 Q2 2023
West Financial Advisors, LLC

BUY
 -
2.32K
+ 3.43%
$556K - $606K
69.8K $4.39M
Jul 17, 2023 Q2 2023
First National Bank Sioux Falls

BUY
 -
2.32K
New
$556K - $605K
2.32K $146K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
2.31K
+ 4.48%
$556K - $605K
54K $3.4M
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
2.3K
+ 7.71%
$553K - $602K
32.2K $2.02M
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
2.3K
+ 3.6%
$553K - $601K
66.2K $4.17M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.23K
+ 6.04%
$535K - $583K
39.1K $2.46M
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
2.22K
+ 0.36%
$533K - $580K
618K $38.9M
Aug 14, 2023 Q2 2023
Legal & General Group PLC

London, X0
BUY
 -
2.2K
+ 39.29%
$528K - $575K
7.8K $491K
Jul 18, 2023 Q2 2023
Pennsylvania Capital Management Inc

BUY
 -
2.15K
+ 11.11%
$517K - $562K
21.5K $1.35M
Jul 18, 2023 Q2 2023
Planning Alternatives LTD

BUY
 -
2.14K
+ 0.92%
$513K - $559K
234K $14.7M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
2.13K
+ 10.24%
$511K - $556K
22.9K $1.44M
Jul 11, 2023 Q2 2023
Mtc Wealth Management LLC

BUY
 -
2.12K
+ 4.52%
$510K - $555K
49.1K $3.09M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
2.11K
+ 67.22%
$507K - $552K
5.25K $330K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
2.11K
+ 12.35%
$507K - $551K
19.2K $1.21M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.1K
+ 32.44%
$505K - $550K
8.58K $540K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
2.1K
+ 32.44%
$505K - $550K
8.58K $540K
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

BUY
 -
2.09K
+ 9.22%
$503K - $547K
24.8K $1.56M
Aug 11, 2023 Q2 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
2.09K
New
$501K - $545K
2.09K $131K
Jul 18, 2023 Q2 2023
Marietta Wealth Management, LLC

BUY
 -
2.08K
+ 3.84%
$499K - $543K
56.1K $3.53M
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
2.06K
+ 1.52%
$496K - $540K
138K $8.66M
Aug 04, 2023 Q2 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
2.06K
+ 4.93%
$496K - $539K
43.9K $2.76M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
2.05K
+ 9.26%
$493K - $537K
24.2K $1.52M
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
2.04K
+ 38.3%
$491K - $534K
7.37K $464K
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
2.02K
+ 3.94%
$486K - $529K
53.3K $3.35M
Aug 08, 2023 Q2 2023
Haverford Trust CO

Radnor, PA
BUY
 -
2.01K
+ 0.39%
$483K - $526K
523K $32.9M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
2.01K
New
$483K - $526K
2.01K $127K
Jul 13, 2023 Q2 2023
Verde Capital Management

BUY
 -
2.01K
+ 2.7%
$482K - $525K
76.4K $4.81M
Aug 09, 2023 Q2 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
2.01K
+ 1.48%
$482K - $525K
138K $8.68M
Aug 11, 2023 Q2 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
2K
+ 34.88%
$479K - $522K
7.72K $486K
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
1.99K
+ 4.0%
$478K - $520K
51.7K $3.25M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.99K
+ 11.74%
$477K - $520K
18.9K $1.19M
Aug 14, 2023 Q2 2023
Glenview Trust CO

Louisville, KY
BUY
 -
1.98K
+ 3.47%
$475K - $517K
59.1K $3.72M
Jul 26, 2023 Q2 2023
Arlington Partners LLC

BUY
 -
1.97K
New
$473K - $515K
1.97K $124K
Jul 17, 2023 Q2 2023
Great Diamond Partners, LLC

BUY
 -
1.96K
+ 6.58%
$472K - $513K
31.8K $2M
Jul 19, 2023 Q2 2023
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
1.96K
+ 4.14%
$471K - $512K
49.2K $3.1M
Jul 10, 2023 Q2 2023
Buttonwood Financial Advisors Inc.

BUY
 -
1.95K
+ 126.26%
$469K - $510K
3.5K $220K
Aug 08, 2023 Q2 2023
Gsb Wealth Management, LLC

BUY
 -
1.95K
+ 17.2%
$468K - $510K
13.3K $836K
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
1.91K
+ 41.25%
$459K - $499K
6.54K $411K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
1.89K
+ 21.86%
$454K - $494K
10.5K $663K
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.88K
+ 17.91%
$451K - $491K
12.4K $778K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.81K
+ 18.03%
$434K - $472K
11.8K $743K
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
1.8K
+ 1139.24%
$432K - $471K
1.96K $123K
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
1.79K
+ 3.17%
$429K - $467K
58.1K $3.66M
Aug 04, 2023 Q2 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
1.77K
+ 5.07%
$426K - $464K
36.8K $2.31M

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