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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
39+ 0.92% |
$9.25K - $10.6K
|
4.27K
$267K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
BUY
|
- |
38+ 1.51% |
$9.02K - $10.3K
|
2.55K
$159K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
38+ 2.85% |
$9.02K - $10.3K
|
1.37K
$85.9K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
37+ 2.04% |
$8.78K - $10.1K
|
1.85K
$116K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 0.35% |
$8.3K - $9.51K
|
10.1K
$634K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 1.39% |
$8.3K - $9.51K
|
2.55K
$160K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
35+ 0.36% |
$8.3K - $9.51K
|
9.81K
$614K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
35+ 0.7% |
$8.3K - $9.51K
|
5.01K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
35+ 0.48% |
$8.3K - $9.51K
|
7.27K
$455K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
34+ 2.91% |
$8.07K - $9.24K
|
1.2K
$75.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
33+ 0.65% |
$7.83K - $8.97K
|
5.11K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
33+ 2.79% |
$7.83K - $8.97K
|
1.22K
$76.1K
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
31+ 1.43% |
$7.35K - $8.42K
|
2.19K
$137K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
31+ 8.73% |
$7.35K - $8.42K
|
386
$24.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
30+ 1.23% |
$7.12K - $8.15K
|
2.47K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
30+ 0.01% |
$7.12K - $8.15K
|
209K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 1.25% |
$7.12K - $8.15K
|
2.42K
$152K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
29+ 0.45% |
$6.88K - $7.88K
|
6.54K
$410K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
29+ 0.99% |
$6.88K - $7.88K
|
2.96K
$185K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
29+ 1.89% |
$6.88K - $7.88K
|
1.56K
$97.9K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29+ 0.36% |
$6.88K - $7.88K
|
8.08K
$506K
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
28+ 0.38% |
$6.64K - $7.61K
|
7.48K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
27+ 0.34% |
$6.41K - $7.34K
|
7.87K
$493K
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
27+ 2.42% |
$6.41K - $7.34K
|
1.14K
$71.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
26+ 1.71% |
$6.17K - $7.06K
|
1.55K
$96.8K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
26+ 2.27% |
$6.17K - $7.06K
|
1.17K
$73.3K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
25+ 0.41% |
$5.93K - $6.79K
|
6.14K
$385K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
24+ 0.03% |
$5.69K - $6.52K
|
74.2K
$4.65M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 0.37% |
$5.69K - $6.52K
|
6.52K
$408K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
24+ 0.94% |
$5.69K - $6.52K
|
2.57K
$161K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
23+ 1.16% |
$5.46K - $6.25K
|
2K
$125K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
23+ 0.29% |
$5.46K - $6.25K
|
7.84K
$491K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 6.88% |
$5.22K - $5.98K
|
342
$21.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
21+ 1.0% |
$4.98K - $5.71K
|
2.13K
$133K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
21+ 1.24% |
$4.98K - $5.71K
|
1.72K
$107K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21+ 0.48% |
$4.98K - $5.71K
|
4.36K
$273K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
21+ 2.5% |
$4.98K - $5.71K
|
862
$54K
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
20+ 0.38% |
$4.75K - $5.43K
|
5.3K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
20+ 2.04% |
$4.75K - $5.43K
|
1K
$62.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
19+ 0.59% |
$4.51K - $5.16K
|
3.26K
$204K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
19+ 0.16% |
$4.51K - $5.16K
|
12K
$752K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
19+ 1.28% |
$4.51K - $5.16K
|
1.51K
$94.4K
|
|
|
May 12, 2023
Q1 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
19+ 1.02% |
$4.51K - $5.16K
|
1.88K
$118K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
18+ 1.6% |
$4.27K - $4.89K
|
1.15K
$71.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17+ 0.72% |
$4.03K - $4.62K
|
2.37K
$149K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
17+ 3.81% |
$4.03K - $4.62K
|
463
$29K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
17+ 0.15% |
$4.03K - $4.62K
|
11.7K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
17+ 0.1% |
$4.03K - $4.62K
|
16.7K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
16+ 0.69% |
$3.8K - $4.35K
|
2.33K
$146K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
15+ 0.23% |
$3.56K - $4.08K
|
6.42K
$402K
|