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 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
40+ 2.17% |
$9.61K - $10.5K
|
1.88K
$119K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
40+ 0.21% |
$9.61K - $10.5K
|
19K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
40+ 0.36% |
$9.61K - $10.5K
|
11K
$697K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
38+ 2.8% |
$9.13K - $9.94K
|
1.4K
$88.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
38+ 1.75% |
$9.13K - $9.94K
|
2.21K
$140K
|
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
38+ 0.29% |
$9.13K - $9.94K
|
13.2K
$834K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
37+ 2.16% |
$8.89K - $9.67K
|
1.75K
$111K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
36+ 4.06% |
$8.65K - $9.41K
|
922
$58.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
36+ 3.05% |
$8.65K - $9.41K
|
1.22K
$77.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
35+ 1.61% |
$8.41K - $9.15K
|
2.21K
$140K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
35+ 4.96% |
$8.41K - $9.15K
|
741
$46.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 14.0% |
$8.41K - $9.15K
|
285
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
35+ 0.39% |
$8.41K - $9.15K
|
9.07K
$574K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
34+ 30.09% |
$8.17K - $8.89K
|
147
$9.31K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
34+ 3.1% |
$8.17K - $8.89K
|
1.13K
$71.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
33+ 0.34% |
$7.93K - $8.63K
|
9.69K
$614K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
32+ 2.23% |
$7.69K - $8.37K
|
1.47K
$93.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
32+ 0.43% |
$7.69K - $8.37K
|
7.51K
$476K
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
30+ 0.37% |
$7.21K - $7.84K
|
8.13K
$515K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
30+ 0.14% |
$7.21K - $7.84K
|
21.7K
$1.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28+ 1.73% |
$6.73K - $7.32K
|
1.64K
$104K
|
|
|
Jul 18, 2023
Q2 2023
|
Security National Bank
|
BUY
|
- |
28+ 1.2% |
$6.73K - $7.32K
|
2.36K
$149K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
28+ 0.68% |
$6.73K - $7.32K
|
4.13K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
28+ 5.35% |
$6.73K - $7.32K
|
551
$34.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
27+ 2.94% |
$6.49K - $7.06K
|
944
$59.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
26+ 0.53% |
$6.25K - $6.8K
|
4.96K
$314K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
26+ 1.28% |
$6.25K - $6.8K
|
2.06K
$131K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
25+ 16.67% |
$6.01K - $6.54K
|
175
$11.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
25+ 2.93% |
$6.01K - $6.54K
|
877
$55.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
25+ 5.83% |
$6.01K - $6.54K
|
454
$28.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
24+ 1200.0% |
$5.77K - $6.28K
|
26
$1.65K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24+ 0.24% |
$5.77K - $6.28K
|
9.83K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
24+ 1.48% |
$5.77K - $6.28K
|
1.64K
$104K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
23+ 0.1% |
$5.53K - $6.01K
|
23.2K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
23+ 0.72% |
$5.53K - $6.01K
|
3.21K
$203K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
22+ 0.94% |
$5.28K - $5.75K
|
2.36K
$149K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
22+ 1.33% |
$5.28K - $5.75K
|
1.68K
$107K
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
21+ 0.99% |
$5.04K - $5.49K
|
2.14K
$136K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
21+ 0.27% |
$5.04K - $5.49K
|
7.89K
$500K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
21+ 0.19% |
$5.04K - $5.49K
|
10.8K
$685K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.62% |
$4.8K - $5.23K
|
3.24K
$205K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.47% |
$4.8K - $5.23K
|
4.3K
$272K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
19+ 0.26% |
$4.56K - $4.97K
|
7.31K
$463K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19+ 0.15% |
$4.56K - $4.97K
|
12.4K
$786K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
19+ 0.91% |
$4.56K - $4.97K
|
2.11K
$134K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
17+ 1.0% |
$4.08K - $4.45K
|
1.72K
$109K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 0.17% |
$4.08K - $4.45K
|
10.2K
$643K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
16+ 1.13% |
$3.84K - $4.18K
|
1.44K
$91K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
16+ 1.37% |
$3.84K - $4.18K
|
1.19K
$75.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$3.84K - $4.18K
|
5.32K
$337K
|