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 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
898+ 24.21% |
$216K - $235K
|
4.61K
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
889+ 0.99% |
$214K - $232K
|
90.5K
$5.69M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
884+ 10.2% |
$212K - $231K
|
9.55K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
884New |
$212K - $231K
|
884
$55.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
880+ 0.8% |
$211K - $230K
|
111K
$7M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
879+ 3.14% |
$211K - $230K
|
28.8K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
BUY
|
- |
873+ 5.23% |
$210K - $228K
|
17.6K
$1.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
870New |
$209K - $227K
|
870
$54.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
869+ 0.57% |
$209K - $227K
|
154K
$9.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
852New |
$205K - $223K
|
852
$53.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
845New |
$203K - $221K
|
845
$53.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
845+ 4.15% |
$203K - $221K
|
21.2K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
831New |
$200K - $217K
|
831
$52.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
824+ 76.3% |
$198K - $215K
|
1.9K
$120K
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
822+ 1.11% |
$197K - $215K
|
75K
$4.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
822+ 1.74% |
$197K - $215K
|
48.2K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
820New |
$197K - $214K
|
820
$51.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
814New |
$196K - $213K
|
814
$51.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
806+ 2.78% |
$194K - $211K
|
29.8K
$1.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
805+ 5.89% |
$193K - $210K
|
14.5K
$910K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
804+ 100.0% |
$193K - $210K
|
1.61K
$101K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
800+ 1.8% |
$192K - $209K
|
45.2K
$2.84M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
799+ 2.12% |
$192K - $209K
|
38.5K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
795New |
$191K - $208K
|
795
$50K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
794+ 92.43% |
$191K - $208K
|
1.65K
$104K
|
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
792New |
$190K - $207K
|
792
$49.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
790New |
$190K - $207K
|
790
$49.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
788New |
$189K - $206K
|
788
$49.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
787New |
$189K - $206K
|
787
$49.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
787New |
$189K - $206K
|
787
$49.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
786+ 10.08% |
$189K - $206K
|
8.59K
$540K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
784New |
$188K - $205K
|
784
$49.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
782+ 16.48% |
$188K - $204K
|
5.53K
$348K
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
779New |
$187K - $204K
|
779
$49K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
778New |
$187K - $203K
|
778
$48.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
776New |
$186K - $203K
|
776
$48.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
776New |
$186K - $203K
|
776
$48.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
774+ 3.64% |
$186K - $202K
|
22K
$1.39M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
773+ 3.42% |
$186K - $202K
|
23.4K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
772New |
$185K - $202K
|
772
$48.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
772New |
$185K - $202K
|
772
$48.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
771New |
$185K - $202K
|
771
$48.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
771+ 94.02% |
$185K - $202K
|
1.59K
$100K
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
767New |
$184K - $201K
|
767
$48.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
761+ 4.15% |
$183K - $199K
|
19.1K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
753+ 25.56% |
$181K - $197K
|
3.7K
$233K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
749+ 2.01% |
$180K - $196K
|
38K
$2.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
746+ 76.43% |
$179K - $195K
|
1.72K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
743+ 6.42% |
$178K - $194K
|
12.3K
$775K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
742+ 2.38% |
$178K - $194K
|
32K
$2.01M
|