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 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-85- 8.03% |
$20.2K - $23.1K
|
974
$61.6K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-85- 2.17% |
$20.2K - $23.1K
|
3.83K
$242K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-85- 1.4% |
$20.2K - $23.1K
|
6.01K
$380K
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-86- 0.09% |
$20.4K - $23.4K
|
92.2K
$5.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-87- 7.15% |
$20.6K - $23.6K
|
1.13K
$71.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-88- 1.96% |
$20.9K - $23.9K
|
4.4K
$278K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-88- 14.33% |
$20.9K - $23.9K
|
526
$33.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-90- 1.65% |
$21.4K - $24.5K
|
5.37K
$340K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-91- 3.86% |
$21.6K - $24.7K
|
2.27K
$143K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-92- 3.09% |
$21.8K - $25K
|
2.89K
$182K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-92- 2.04% |
$21.8K - $25K
|
4.41K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-95- 24.05% |
$22.5K - $25.8K
|
300
$19K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-95- 5.8% |
$22.5K - $25.8K
|
1.54K
$97.6K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-96- 4.02% |
$22.8K - $26.1K
|
2.3K
$145K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-97- 1.26% |
$23K - $26.4K
|
7.6K
$480K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-99- 4.52% |
$23.5K - $26.9K
|
2.09K
$132K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-100- 3.06% |
$23.7K - $27.2K
|
3.17K
$200K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-100- 6.82% |
$23.7K - $27.2K
|
1.37K
$86.4K
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-100- 3.13% |
$23.7K - $27.2K
|
3.1K
$196K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-100- 9.53% |
$23.7K - $27.2K
|
949
$60K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-100- 18.59% |
$23.7K - $27.2K
|
438
$27.7K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-101- 1.19% |
$24K - $27.4K
|
8.36K
$528K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-101- 0.06% |
$24K - $27.4K
|
171K
$10.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-102- 1.3% |
$24.2K - $27.7K
|
7.76K
$491K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-102- 1.66% |
$24.2K - $27.7K
|
6.03K
$381K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-104- 2.28% |
$24.7K - $28.3K
|
4.47K
$282K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-105- 47.3% |
$24.9K - $28.5K
|
117
$7.4K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-105- 3.19% |
$24.9K - $28.5K
|
3.19K
$202K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-106- 0.82% |
$25.1K - $28.8K
|
12.8K
$806K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-107- 0.28% |
$25.4K - $29.1K
|
37.8K
$2.39M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-108- 8.23% |
$25.6K - $29.3K
|
1.2K
$76.1K
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
SELL
|
- |
-108- 11.44% |
$25.6K - $29.3K
|
836
$52.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-110- 2.86% |
$26.1K - $29.9K
|
3.74K
$236K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-111- 1.3% |
$26.3K - $30.2K
|
8.42K
$532K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-117- 5.34% |
$27.8K - $31.8K
|
2.08K
$131K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-117- 9.73% |
$27.8K - $31.8K
|
1.09K
$68.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-120- 98.36% |
$28.5K - $32.6K
|
2
$126
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-121- 4.57% |
$28.7K - $32.9K
|
2.53K
$160K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-127- 0.9% |
$30.1K - $34.5K
|
14K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-128- 0.79% |
$30.4K - $34.8K
|
16.1K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-130- 0.95% |
$30.8K - $35.3K
|
13.6K
$858K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-134- 6.86% |
$31.8K - $36.4K
|
1.82K
$115K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-136- 0.71% |
$32.3K - $37K
|
19.1K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-136- 7.48% |
$32.3K - $37K
|
1.68K
$106K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-136- 2.1% |
$32.3K - $37K
|
6.34K
$401K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-137- 5.77% |
$32.5K - $37.2K
|
2.24K
$141K
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-137- 2.04% |
$32.5K - $37.2K
|
6.58K
$416K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-140- 4.89% |
$33.2K - $38K
|
2.72K
$172K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-142- 3.54% |
$33.7K - $38.6K
|
3.87K
$245K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-142- 22.68% |
$33.7K - $38.6K
|
484
$30.6K
|