Purchases and Sales Made in Q1 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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
Apr 24, 2023 Q1 2023
Peoples Bank

BUY
 -
592
+ 1.58%
$140K - $161K
38.1K $2.39M
May 08, 2023 Q1 2023
Allie Family Office LLC

BUY
 -
591
+ 25.1%
$140K - $161K
2.95K $184K
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

BUY
 -
581
+ 10.68%
$138K - $158K
6.02K $377K
May 12, 2023 Q1 2023
Campion Asset Management

BUY
 -
579
+ 3.59%
$137K - $157K
16.7K $1.05M
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
568
+ 1.19%
$135K - $154K
48.1K $3.01M
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
562
+ 1.63%
$133K - $153K
35K $2.19M
Apr 10, 2023 Q1 2023
360 Financial, Inc.

BUY
 -
550
+ 4.31%
$130K - $149K
13.3K $834K
May 11, 2023 Q1 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
550
+ 30.56%
$130K - $149K
2.35K $147K
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
544
+ 1.01%
$129K - $148K
54.5K $3.41M
May 04, 2023 Q1 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
543
+ 1.55%
$129K - $148K
35.6K $2.23M
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
538
+ 8.26%
$128K - $146K
7.05K $442K
Apr 27, 2023 Q1 2023
Ironwood Wealth Management, Llc.

BUY
 -
534
+ 1.18%
$127K - $145K
46K $2.88M
Apr 13, 2023 Q1 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
531
+ 52.06%
$126K - $144K
1.55K $97.1K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
525
+ 7.98%
$125K - $143K
7.11K $445K
May 02, 2023 Q1 2023
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
522
+ 0.69%
$124K - $142K
75.6K $4.74M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
520
+ 62.8%
$123K - $141K
1.35K $84.4K
May 09, 2023 Q1 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
520
New
$123K - $141K
520 $32.6K
Nov 16, 2023 Q1 2023
Olympus Wealth Management, LLC

Cottonwood Heights, UT
BUY
 -
520
+ 3.13%
$123K - $141K
17.1K $1.07M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
515
New
$122K - $140K
515 $32.2K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
514
+ 13.33%
$122K - $140K
4.37K $274K
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
511
+ 12.41%
$121K - $139K
4.63K $290K
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
505
+ 1.39%
$120K - $137K
36.9K $2.31M
May 11, 2023 Q1 2023
Destiny Capital Corp/Co

Golden, CO
BUY
 -
494
+ 32.12%
$117K - $134K
2.03K $127K
Apr 25, 2023 Q1 2023
Stone House Investment Management, LLC

BUY
 -
483
New
$115K - $131K
483 $30.2K
Apr 10, 2023 Q1 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
482
+ 6.59%
$114K - $131K
7.8K $488K
May 04, 2023 Q1 2023
Encompass Wealth Advisors, LLC

BUY
 -
481
+ 1.44%
$114K - $131K
33.8K $2.12M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
477
New
$113K - $130K
477 $29.9K
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
473
+ 9.5%
$112K - $129K
5.45K $341K
May 04, 2023 Q1 2023
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
472
+ 0.94%
$112K - $128K
50.9K $3.19M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
470
+ 1.76%
$112K - $128K
27.2K $1.7M
Apr 20, 2023 Q1 2023
Guidance Point Advisors, LLC

BUY
 -
469
+ 1.0%
$111K - $127K
47.4K $2.97M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
453
+ 1.52%
$107K - $123K
30.2K $1.89M
May 24, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
452
+ 8.43%
$107K - $123K
5.81K $364K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
448
+ 27.77%
$106K - $122K
2.06K $129K
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
444
+ 528.57%
$105K - $121K
528 $33.1K
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
441
+ 9.32%
$105K - $120K
5.17K $324K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
433
+ 8.44%
$103K - $118K
5.56K $348K
May 15, 2023 Q1 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
433
+ 2.9%
$103K - $118K
15.4K $963K
Oct 24, 2023 Q1 2023
Lynch & Associates

BUY
 -
424
+ 0.73%
$101K - $115K
58.5K $3.66M
Apr 28, 2023 Q1 2023
Sja Financial Advisory, LLC

BUY
 -
421
+ 4.89%
$99.9K - $114K
9.03K $566K
May 01, 2023 Q1 2023
Pfg Private Wealth Management, LLC

BUY
 -
410
+ 2.34%
$97.3K - $111K
17.9K $1.12M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
410
+ 4.43%
$97.3K - $111K
9.66K $605K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
409
+ 3.4%
$97K - $111K
12.4K $779K
May 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
404
+ 27.98%
$95.8K - $110K
1.85K $116K
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
400
+ 5.65%
$94.9K - $109K
7.49K $469K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
399
New
$94.7K - $108K
399 $25K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
394
+ 1.73%
$93.5K - $107K
23.1K $1.45M
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
385
+ 0.1%
$91.3K - $105K
384K $24.1M
May 04, 2023 Q1 2023
Stockman Wealth Management, Inc.

BUY
 -
381
+ 8.91%
$90.4K - $104K
4.66K $292K

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