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
|
Colony Family Offices, LLC
|
SELL
|
- |
-6- 0.09% |
$1.42K - $1.63K
|
6.9K
$436K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 7.0% |
$1.66K - $1.9K
|
93
$5.88K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7- 0.27% |
$1.66K - $1.9K
|
2.54K
$161K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-8- 0.13% |
$1.9K - $2.17K
|
5.95K
$376K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-8- 0.17% |
$1.9K - $2.17K
|
4.84K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8- 0.46% |
$1.9K - $2.17K
|
1.74K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8- 0.69% |
$1.9K - $2.17K
|
1.15K
$72.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-10- 1.02% |
$2.37K - $2.72K
|
968
$61.2K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-10- 0.17% |
$2.37K - $2.72K
|
5.83K
$369K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.48% |
$2.37K - $2.72K
|
2.07K
$131K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-10- 0.55% |
$2.37K - $2.72K
|
1.8K
$113K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-10- 0.53% |
$2.37K - $2.72K
|
1.88K
$119K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-11- 0.63% |
$2.61K - $2.99K
|
1.74K
$110K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-12- 0.55% |
$2.85K - $3.26K
|
2.18K
$138K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-12- 0.57% |
$2.85K - $3.26K
|
2.1K
$133K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-12- 0.19% |
$2.85K - $3.26K
|
6.44K
$407K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-13- 0.68% |
$3.08K - $3.53K
|
1.91K
$120K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-13- 0.46% |
$3.08K - $3.53K
|
2.82K
$178K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-14- 0.31% |
$3.32K - $3.8K
|
4.55K
$288K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.45% |
$3.32K - $3.8K
|
3.12K
$197K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-15- 1.57% |
$3.56K - $4.08K
|
941
$59.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-15- 0.18% |
$3.56K - $4.08K
|
8.43K
$533K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15- 1.1% |
$3.56K - $4.08K
|
1.35K
$85K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-15- 0.26% |
$3.56K - $4.08K
|
5.69K
$360K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-16- 0.13% |
$3.8K - $4.35K
|
12.5K
$792K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-16- 2.01% |
$3.8K - $4.35K
|
782
$49.4K
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-16- 0.6% |
$3.8K - $4.35K
|
2.65K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-16- 0.33% |
$3.8K - $4.35K
|
4.88K
$309K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-17- 0.47% |
$4.03K - $4.62K
|
3.6K
$228K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-17- 0.18% |
$4.03K - $4.62K
|
9.23K
$584K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-18- 1.4% |
$4.27K - $4.89K
|
1.27K
$80K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-18- 1.39% |
$4.27K - $4.89K
|
1.27K
$80.6K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-18- 1.39% |
$4.27K - $4.89K
|
1.27K
$80.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-19- 1.33% |
$4.51K - $5.16K
|
1.41K
$89.2K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-19- 1.34% |
$4.51K - $5.16K
|
1.4K
$88.7K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-20- 0.25% |
$4.75K - $5.43K
|
7.94K
$502K
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-20- 0.9% |
$4.75K - $5.43K
|
2.2K
$139K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-20- 1.2% |
$4.75K - $5.43K
|
1.65K
$104K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
SELL
|
- |
-20- 1.29% |
$4.75K - $5.43K
|
1.53K
$96.4K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 2.75% |
$4.75K - $5.43K
|
706
$44.6K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20- 1.11% |
$4.75K - $5.43K
|
1.79K
$113K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 0.55% |
$4.75K - $5.43K
|
3.59K
$227K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-21- 1.64% |
$4.98K - $5.71K
|
1.26K
$79.9K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-21- 0.59% |
$4.98K - $5.71K
|
3.55K
$225K
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-22- 1.01% |
$5.22K - $5.98K
|
2.15K
$136K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-22- 0.47% |
$5.22K - $5.98K
|
4.71K
$298K
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-23- 1.05% |
$5.46K - $6.25K
|
2.17K
$137K
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-23- 0.21% |
$5.46K - $6.25K
|
11.1K
$703K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-23- 0.25% |
$5.46K - $6.25K
|
9.13K
$578K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-23Closed |
$5.46K - $6.25K
|
0
$0
|