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 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
148+ 0.2% |
$35.1K - $40.2K
|
75.1K
$4.7M
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
148+ 1.48% |
$35.1K - $40.2K
|
10.1K
$634K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
147+ 1.93% |
$34.9K - $39.9K
|
7.77K
$486K
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
147+ 8.99% |
$34.9K - $39.9K
|
1.78K
$112K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
145+ 3.18% |
$34.4K - $39.4K
|
4.71K
$295K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
144+ 10.29% |
$34.2K - $39.1K
|
1.54K
$96.6K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
138+ 0.62% |
$32.7K - $37.5K
|
22.3K
$1.39M
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
136+ 0.9% |
$32.3K - $37K
|
15.3K
$960K
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
135+ 8.61% |
$32K - $36.7K
|
1.7K
$107K
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
134+ 3.09% |
$31.8K - $36.4K
|
4.48K
$280K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
134+ 3.3% |
$31.8K - $36.4K
|
4.2K
$263K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
130+ 0.38% |
$30.8K - $35.3K
|
33.9K
$2.12M
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
128+ 0.54% |
$30.4K - $34.8K
|
23.6K
$1.48M
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
123+ 2.31% |
$29.2K - $33.4K
|
5.45K
$341K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
120+ 0.12% |
$28.5K - $32.6K
|
104K
$6.48M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
120+ 2.34% |
$28.5K - $32.6K
|
5.25K
$329K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
120+ 0.28% |
$28.5K - $32.6K
|
43.7K
$2.74M
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
118+ 2.18% |
$28K - $32.1K
|
5.53K
$346K
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
118+ 0.32% |
$28K - $32.1K
|
36.5K
$2.29M
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
116+ 9.29% |
$27.5K - $31.5K
|
1.36K
$85.4K
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
115+ 9.22% |
$27.3K - $31.2K
|
1.36K
$85.3K
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
115+ 7.62% |
$27.3K - $31.2K
|
1.62K
$102K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
111New |
$26.3K - $30.2K
|
111
$6.95K
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
110+ 6.97% |
$26.1K - $29.9K
|
1.69K
$106K
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
108+ 0.73% |
$25.6K - $29.3K
|
15K
$936K
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
105+ 5.56% |
$24.9K - $28.5K
|
1.99K
$125K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
103+ 9.68% |
$24.4K - $28K
|
1.17K
$73.1K
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
102+ 3.02% |
$24.2K - $27.7K
|
3.48K
$218K
|
|
May 10, 2023
Q1 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
102+ 0.78% |
$24.2K - $27.7K
|
13.1K
$822K
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
BUY
|
- |
101+ 1.18% |
$24K - $27.4K
|
8.7K
$544K
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
101+ 0.19% |
$24K - $27.4K
|
53.5K
$3.35M
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
101+ 5.23% |
$24K - $27.4K
|
2.03K
$127K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
101+ 1.18% |
$24K - $27.4K
|
8.64K
$541K
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
100+ 0.13% |
$23.7K - $27.2K
|
77.3K
$4.84M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100+ 1428.57% |
$23.7K - $27.2K
|
107
$6.7K
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
100+ 15.9% |
$23.7K - $27.2K
|
729
$45.6K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 51.28% |
$23.7K - $27.2K
|
295
$18.5K
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
100+ 6.73% |
$23.7K - $27.2K
|
1.59K
$99.3K
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
99+ 2.05% |
$23.5K - $26.9K
|
4.94K
$309K
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
99+ 0.67% |
$23.5K - $26.9K
|
14.8K
$929K
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
97+ 2.69% |
$23K - $26.4K
|
3.7K
$232K
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
96+ 10.73% |
$22.8K - $26.1K
|
991
$62K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
96+ 0.82% |
$22.8K - $26.1K
|
11.8K
$738K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
94+ 5.33% |
$22.3K - $25.5K
|
1.86K
$116K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
93+ 10.53% |
$22.1K - $25.3K
|
976
$61.1K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
91+ 3.54% |
$21.6K - $24.7K
|
2.66K
$167K
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
90+ 8.6% |
$21.4K - $24.5K
|
1.14K
$71.2K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
85+ 2.9% |
$20.2K - $23.1K
|
3.02K
$189K
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
83+ 0.91% |
$19.7K - $22.6K
|
9.18K
$575K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
83+ 0.54% |
$19.7K - $22.6K
|
15.4K
$967K
|