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 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
118+ 0.37% |
$28.3K - $30.9K
|
32K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
117New |
$28.1K - $30.6K
|
117
$6.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
117+ 14.3% |
$28.1K - $30.6K
|
935
$51.3K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
117+ 0.99% |
$28.1K - $30.6K
|
11.9K
$653K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
116+ 1.75% |
$27.9K - $30.3K
|
6.76K
$371K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
111+ 37.0% |
$26.7K - $29K
|
411
$22.5K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
110+ 12.01% |
$26.4K - $28.8K
|
1.03K
$56.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
107+ 4.53% |
$25.7K - $28K
|
2.47K
$135K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
BUY
|
- |
107+ 8.66% |
$25.7K - $28K
|
1.34K
$73.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
106+ 0.22% |
$25.5K - $27.7K
|
49.3K
$2.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
105+ 4.12% |
$25.2K - $27.5K
|
2.65K
$146K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
104+ 5.76% |
$25K - $27.2K
|
1.91K
$105K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
103+ 2.8% |
$24.7K - $26.9K
|
3.78K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
103+ 2.98% |
$24.7K - $26.9K
|
3.56K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
101+ 4.36% |
$24.3K - $26.4K
|
2.42K
$133K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$24K - $26.1K
|
100
$5.49K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
99+ 0.84% |
$23.8K - $25.9K
|
11.9K
$652K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
99+ 0.4% |
$23.8K - $25.9K
|
25.2K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
99+ 3.75% |
$23.8K - $25.9K
|
2.74K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
99+ 0.48% |
$23.8K - $25.9K
|
20.5K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
98+ 0.2% |
$23.5K - $25.6K
|
48.3K
$2.65M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
97+ 0.42% |
$23.3K - $25.4K
|
23.4K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
97+ 32.12% |
$23.3K - $25.4K
|
399
$21.9K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
94+ 0.26% |
$22.6K - $24.6K
|
36.7K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
93New |
$22.3K - $24.3K
|
93
$5.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
92+ 0.19% |
$22.1K - $24.1K
|
49.5K
$2.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90+ 0.05% |
$21.6K - $23.5K
|
193K
$10.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
90+ 2.64% |
$21.6K - $23.5K
|
3.5K
$192K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
90+ 1.5% |
$21.6K - $23.5K
|
6.1K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
90+ 7.65% |
$21.6K - $23.5K
|
1.27K
$69.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
88+ 9.09% |
$21.1K - $23K
|
1.06K
$57.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
88+ 7.69% |
$21.1K - $23K
|
1.23K
$67.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
87+ 1.6% |
$20.9K - $22.7K
|
5.53K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
86+ 6.34% |
$20.7K - $22.5K
|
1.44K
$79.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
85+ 0.52% |
$20.4K - $22.2K
|
16.3K
$896K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
84+ 3.89% |
$20.2K - $22K
|
2.24K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
84New |
$20.2K - $22K
|
84
$4.61K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
83+ 10.11% |
$19.9K - $21.7K
|
904
$49.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
83+ 0.22% |
$19.9K - $21.7K
|
37K
$2.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
81+ 2.55% |
$19.5K - $21.2K
|
3.25K
$178K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
80+ 3.52% |
$19.2K - $20.9K
|
2.35K
$129K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
80+ 3.52% |
$19.2K - $20.9K
|
2.35K
$129K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
79+ 6.99% |
$19K - $20.7K
|
1.21K
$66.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
79+ 0.49% |
$19K - $20.7K
|
16.2K
$891K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
79+ 3.76% |
$19K - $20.7K
|
2.18K
$119K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
79+ 0.68% |
$19K - $20.7K
|
11.7K
$642K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
78+ 1.4% |
$18.7K - $20.4K
|
5.66K
$310K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.65% |
$18.5K - $20.1K
|
4.75K
$261K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
77+ 3.23% |
$18.5K - $20.1K
|
2.46K
$135K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
76+ 7.57% |
$18.3K - $19.9K
|
1.08K
$59.2K
|