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 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-44.5K- 29.88% |
$10.7M - $11.6M
|
104K
$6.69M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-44.7K- 46.5% |
$10.7M - $11.7M
|
51.4K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-46.3K- 15.79% |
$11.1M - $12.1M
|
247K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-52.6K- 75.31% |
$12.6M - $13.7M
|
17.2K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55.3K- 21.7% |
$13.3M - $14.5M
|
199K
$12.8M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-55.8K- 97.28% |
$13.4M - $14.6M
|
1.56K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-56.8K- 0.48% |
$13.6M - $14.8M
|
11.8M
$755M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-61.3K- 91.97% |
$14.7M - $16M
|
5.35K
$343K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-71K- 49.97% |
$17.1M - $18.6M
|
71.1K
$4.56M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-71.7K- 16.75% |
$17.2M - $18.7M
|
356K
$22.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-75.1K- 3.87% |
$18.1M - $19.6M
|
1.87M
$120M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-75.7K- 65.9% |
$18.2M - $19.8M
|
39.2K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-84.7K- 2.55% |
$20.3M - $22.1M
|
3.24M
$208M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-91.4K- 49.04% |
$22M - $23.9M
|
95K
$6.08M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-102K- 13.47% |
$24.4M - $26.6M
|
652K
$41.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-114K- 20.08% |
$27.5M - $29.9M
|
455K
$29.2M
|
|
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-114K- 95.02% |
$27.5M - $29.9M
|
5.99K
$384K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-117K- 28.59% |
$28M - $30.5M
|
292K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-135K- 59.43% |
$32.4M - $35.3M
|
92.1K
$5.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-159K- 49.49% |
$38.3M - $41.7M
|
163K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-168K- 94.1% |
$40.4M - $43.9M
|
10.5K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-186K- 12.85% |
$44.7M - $48.6M
|
1.26M
$80.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-192K- 99.6% |
$46.1M - $50.2M
|
770
$49.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-244K- 54.88% |
$58.6M - $63.7M
|
200K
$12.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-514K- 4.73% |
$123M - $134M
|
10.3M
$663M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-635K- 14.83% |
$152M - $166M
|
3.64M
$233M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.19M- 82.88% |
$286M - $311M
|
246K
$15.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.52M- 99.29% |
$364M - $396M
|
10.9K
$698K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.65M- 68.25% |
$395M - $430M
|
766K
$49M
|