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 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
236+ 6.86% |
$56K - $64.1K
|
3.68K
$232K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
232+ 1.28% |
$55K - $63K
|
18.4K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
231+ 4.89% |
$54.8K - $62.8K
|
4.96K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
229+ 3.36% |
$54.3K - $62.2K
|
7.04K
$444K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
221+ 10.0% |
$52.4K - $60.1K
|
2.43K
$153K
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
216+ 7.35% |
$51.2K - $58.7K
|
3.15K
$199K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
214+ 2.68% |
$50.8K - $58.1K
|
8.19K
$517K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
214+ 3.97% |
$50.8K - $58.1K
|
5.6K
$353K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
211+ 0.53% |
$50.1K - $57.3K
|
40K
$2.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
210+ 1.71% |
$49.8K - $57.1K
|
12.5K
$790K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
210+ 6.86% |
$49.8K - $57.1K
|
3.27K
$206K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
210New |
$49.8K - $57.1K
|
210
$13.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
209+ 21.64% |
$49.6K - $56.8K
|
1.18K
$74.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
208+ 12.94% |
$49.3K - $56.5K
|
1.82K
$115K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
206+ 10.15% |
$48.9K - $56K
|
2.24K
$141K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
205+ 1.21% |
$48.6K - $55.7K
|
17.2K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
200+ 9.4% |
$47.5K - $54.3K
|
2.33K
$147K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
200+ 0.78% |
$47.5K - $54.3K
|
25.9K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
200+ 4.44% |
$47.5K - $54.3K
|
4.7K
$297K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
196+ 0.67% |
$46.5K - $53.3K
|
29.2K
$1.85M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
195+ 2.63% |
$46.3K - $53K
|
7.62K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
195+ 9.42% |
$46.3K - $53K
|
2.27K
$143K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
194+ 323.33% |
$46K - $52.7K
|
254
$16K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
194+ 10.72% |
$46K - $52.7K
|
2K
$126K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
192+ 4.54% |
$45.6K - $52.2K
|
4.43K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
192+ 9.72% |
$45.6K - $52.2K
|
2.17K
$137K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
192+ 8.16% |
$45.6K - $52.2K
|
2.55K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
190+ 3.31% |
$45.1K - $51.6K
|
5.92K
$374K
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
188+ 0.68% |
$44.6K - $51.1K
|
27.9K
$1.76M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
185+ 4.52% |
$43.9K - $50.3K
|
4.28K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
185+ 19.6% |
$43.9K - $50.3K
|
1.13K
$71.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
184+ 2.44% |
$43.7K - $50K
|
7.72K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
184+ 3.0% |
$43.7K - $50K
|
6.32K
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
183+ 1.74% |
$43.4K - $49.7K
|
10.7K
$674K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
183+ 4.62% |
$43.4K - $49.7K
|
4.15K
$262K
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
181+ 6.12% |
$42.9K - $49.2K
|
3.14K
$198K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
181+ 2.67% |
$42.9K - $49.2K
|
6.95K
$439K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
181+ 3.6% |
$42.9K - $49.2K
|
5.22K
$329K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
179+ 5.53% |
$42.5K - $48.6K
|
3.42K
$216K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
175+ 3500.0% |
$41.5K - $47.6K
|
180
$11.4K
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
170+ 0.49% |
$40.3K - $46.2K
|
35K
$2.21M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
167+ 38.57% |
$39.6K - $45.4K
|
600
$37.9K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
166+ 104.4% |
$39.4K - $45.1K
|
325
$20.5K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
165+ 0.34% |
$39.1K - $44.8K
|
49.4K
$3.12M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
162+ 1.19% |
$38.4K - $44K
|
13.8K
$871K
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
158+ 0.63% |
$37.5K - $42.9K
|
25.1K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
155+ 0.14% |
$36.8K - $42.1K
|
109K
$6.87M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
154+ 3.76% |
$36.5K - $41.8K
|
4.25K
$268K
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
153+ 10.27% |
$36.3K - $41.6K
|
1.64K
$104K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
151+ 2.14% |
$35.8K - $41K
|
7.21K
$455K
|