Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15+ 0.05% |
$3.56K - $4.08K
|
30.7K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
14+ 0.42% |
$3.32K - $3.8K
|
3.32K
$213K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13+ 0.32% |
$3.08K - $3.53K
|
4.1K
$264K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 0.04% |
$2.85K - $3.26K
|
28.5K
$1.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
12+ 0.13% |
$2.85K - $3.26K
|
9.49K
$610K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11+ 0.31% |
$2.61K - $2.99K
|
3.59K
$231K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10+ 4.9% |
$2.37K - $2.72K
|
214
$13.8K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
10+ 0.12% |
$2.37K - $2.72K
|
8.66K
$557K
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9+ 0.05% |
$2.14K - $2.45K
|
18.4K
$1.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
9+ 0.38% |
$2.14K - $2.45K
|
2.36K
$152K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 0.57% |
$2.14K - $2.45K
|
1.6K
$103K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
9+ 0.13% |
$2.14K - $2.45K
|
6.77K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
9+ 0.49% |
$2.14K - $2.45K
|
1.83K
$118K
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
8+ 0.39% |
$1.9K - $2.17K
|
2.08K
$134K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8+ 0.07% |
$1.9K - $2.17K
|
11K
$705K
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
8+ 0.32% |
$1.9K - $2.17K
|
2.53K
$163K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
8+ 0.1% |
$1.9K - $2.17K
|
8.1K
$521K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.05% |
$1.66K - $1.9K
|
12.9K
$828K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7+ 0.13% |
$1.66K - $1.9K
|
5.22K
$336K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7+ 0.82% |
$1.66K - $1.9K
|
859
$55.3K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
7+ 0.11% |
$1.66K - $1.9K
|
6.57K
$423K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
7+ 0.41% |
$1.66K - $1.9K
|
1.72K
$111K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7+ 0.72% |
$1.66K - $1.9K
|
977
$62.8K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7+ 0.21% |
$1.66K - $1.9K
|
3.28K
$211K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.04% |
$1.42K - $1.63K
|
16.2K
$1.04M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
6+ 0.28% |
$1.42K - $1.63K
|
2.15K
$138K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6+ 0.27% |
$1.42K - $1.63K
|
2.27K
$146K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
6+ 0.45% |
$1.42K - $1.63K
|
1.35K
$86.9K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 1.45% |
$1.42K - $1.63K
|
421
$27.1K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.42K - $1.63K
|
1K
$64.4K
|
|
|
May 15, 2023
Q1 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.22% |
$1.42K - $1.63K
|
2.67K
$172K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6+ 0.27% |
$1.42K - $1.63K
|
2.27K
$146K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.08% |
$1.19K - $1.36K
|
6.33K
$407K
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
5+ 0.37% |
$1.19K - $1.36K
|
1.37K
$87.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.19K - $1.36K
|
5.25K
$337K
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5+ 0.08% |
$1.19K - $1.36K
|
6.35K
$408K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.4% |
$1.19K - $1.36K
|
1.26K
$80.8K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
5+ 0.35% |
$1.19K - $1.36K
|
1.44K
$92.4K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.39% |
$1.19K - $1.36K
|
1.27K
$81.9K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.27% |
$1.19K - $1.36K
|
1.84K
$118K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.18% |
$1.19K - $1.36K
|
2.75K
$177K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.35% |
$949 - $1.09K
|
1.14K
$73.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.4% |
$949 - $1.09K
|
1.01K
$64.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
4+ 0.14% |
$949 - $1.09K
|
2.95K
$190K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
4+ 0.48% |
$949 - $1.09K
|
845
$54.4K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 1.46% |
$949 - $1.09K
|
278
$17.9K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.18% |
$949 - $1.09K
|
2.21K
$142K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4+ 0.43% |
$949 - $1.09K
|
944
$60.7K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.37% |
$949 - $1.09K
|
1.08K
$69.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$712 - $815
|
2.72K
$175K
|