Purchases and Sales Made in Q1 2023 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
11.6K
New
$2.75M - $3.15M
11.6K $731K
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
11.6K
+ 30.43%
$2.75M - $3.15M
49.7K $3.13M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
11.6K
New
$2.74M - $3.14M
11.6K $729K
Apr 25, 2023 Q1 2023
Tru Wealth Advisors, LLC

BUY
 -
11.5K
+ 78.61%
$2.73M - $3.13M
26.2K $1.65M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
11.4K
+ 12.37%
$2.71M - $3.11M
104K $6.54M
May 12, 2023 Q1 2023
Lowe Brockenbrough & CO Inc

BUY
 -
11.3K
+ 12.41%
$2.68M - $3.07M
102K $6.45M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
11.1K
New
$2.63M - $3.02M
11.1K $699K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
10.9K
+ 14.0%
$2.58M - $2.95M
88.5K $5.58M
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
10.7K
+ 36.33%
$2.54M - $2.91M
40.2K $2.53M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
10.7K
+ 142.91%
$2.53M - $2.9M
18.1K $1.14M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
10.5K
New
$2.49M - $2.85M
10.5K $660K
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
10.2K
+ 10.84%
$2.43M - $2.78M
105K $6.6M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
10.2K
+ 47.05%
$2.42M - $2.77M
31.8K $2M
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
9.93K
+ 1.77%
$2.36M - $2.7M
570K $35.9M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
9.93K
+ 2.37%
$2.35M - $2.7M
428K $27M
Apr 20, 2023 Q1 2023
Strategic Wealth Investment Group, LLC

BUY
 -
9.9K
New
$2.35M - $2.69M
9.9K $624K
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
9.77K
+ 1.91%
$2.32M - $2.66M
521K $32.8M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
9.62K
+ 2.7%
$2.28M - $2.62M
365K $23M
Apr 26, 2023 Q1 2023
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
9.59K
New
$2.28M - $2.61M
9.59K $604K
May 10, 2023 Q1 2023
Archetype Wealth Partners

Houston, TX
BUY
 -
9.42K
+ 75.37%
$2.23M - $2.56M
21.9K $1.38M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
9.27K
+ 93.46%
$2.2M - $2.52M
19.2K $1.21M
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
9.12K
+ 14.99%
$2.16M - $2.48M
70K $4.41M
May 10, 2023 Q1 2023
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
8.81K
+ 11.49%
$2.09M - $2.39M
85.5K $5.38M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
8.8K
+ 5.62%
$2.09M - $2.39M
165K $10.4M
May 10, 2023 Q1 2023
Pine Ridge Advisers LLC

New York, NY
BUY
 -
8.73K
+ 9.64%
$2.07M - $2.37M
99.2K $6.25M
May 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
8.7K
+ 4.06%
$2.06M - $2.36M
223K $14M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
8.56K
+ 7.18%
$2.03M - $2.33M
128K $8.05M
May 15, 2023 Q1 2023
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
8.55K
+ 6.34%
$2.03M - $2.32M
143K $9.03M
May 09, 2023 Q1 2023
Portland Global Advisors LLC

BUY
 -
8.54K
+ 7.64%
$2.03M - $2.32M
120K $7.59M
Apr 27, 2023 Q1 2023
Bank Of Stockton

BUY
 -
8.5K
+ 5.15%
$2.02M - $2.31M
174K $10.9M
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
8.31K
+ 4.81%
$1.97M - $2.26M
181K $11.4M
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
8.04K
+ 22.17%
$1.91M - $2.18M
44.3K $2.79M
Apr 27, 2023 Q1 2023
Pinnacle Wealth Management Group, Inc.

BUY
 -
7.98K
New
$1.89M - $2.17M
7.98K $503K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
7.83K
+ 335.16%
$1.86M - $2.13M
10.2K $640K
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
7.81K
+ 5.87%
$1.85M - $2.12M
141K $8.87M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
7.77K
+ 0.92%
$1.84M - $2.11M
854K $53.8M
May 04, 2023 Q1 2023
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
7.71K
+ 22.57%
$1.83M - $2.09M
41.9K $2.64M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
7.56K
+ 5.21%
$1.79M - $2.05M
153K $9.61M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
7.52K
+ 533.62%
$1.79M - $2.04M
8.93K $563K
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
7.33K
+ 3.84%
$1.74M - $1.99M
198K $12.5M
May 18, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
7.23K
+ 28.97%
$1.72M - $1.97M
32.2K $2.03M
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
7.22K
+ 9.1%
$1.71M - $1.96M
86.6K $5.45M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.03K
+ 1.26%
$1.67M - $1.91M
565K $35.6M
Apr 27, 2023 Q1 2023
Telos Capital Management, Inc.

BUY
 -
6.98K
+ 31.71%
$1.66M - $1.9M
29K $1.83M
Apr 06, 2023 Q1 2023
Single Point Partners, LLC

BUY
 -
6.97K
+ 4.72%
$1.65M - $1.89M
155K $9.75M
May 10, 2023 Q1 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
6.84K
New
$1.62M - $1.86M
6.84K $431K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
6.8K
+ 8.44%
$1.61M - $1.85M
87.3K $5.5M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
6.8K
New
$1.61M - $1.85M
6.8K $428K
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
6.67K
New
$1.58M - $1.81M
6.67K $420K

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