Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4- 66.67% |
$961 - $1.05K
|
2
$128
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4- 0.15% |
$961 - $1.05K
|
2.7K
$173K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 1.44% |
$961 - $1.05K
|
274
$17.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4- 0.19% |
$961 - $1.05K
|
2.06K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-4- 66.67% |
$961 - $1.05K
|
2
$128
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 50.0% |
$1.2K - $1.31K
|
5
$320
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5- 0.95% |
$1.2K - $1.31K
|
521
$33.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.64% |
$1.2K - $1.31K
|
777
$49.8K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-5- 0.56% |
$1.2K - $1.31K
|
880
$56.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-5- 0.5% |
$1.2K - $1.31K
|
987
$63.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-6- 0.12% |
$1.44K - $1.57K
|
5.21K
$334K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.19% |
$1.44K - $1.57K
|
3.08K
$197K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-6- 0.02% |
$1.44K - $1.57K
|
30.6K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-6- 0.7% |
$1.44K - $1.57K
|
853
$54.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7- 0.29% |
$1.68K - $1.83K
|
2.42K
$155K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-8- 0.59% |
$1.92K - $2.09K
|
1.36K
$86.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-8- 0.97% |
$1.92K - $2.09K
|
814
$52.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8- 0.09% |
$1.92K - $2.09K
|
8.63K
$553K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.54% |
$2.16K - $2.35K
|
1.65K
$106K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-9- 0.22% |
$2.16K - $2.35K
|
4.17K
$267K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-9- 0.43% |
$2.16K - $2.35K
|
2.08K
$133K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-9- 0.45% |
$2.16K - $2.35K
|
2.01K
$129K
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-10- 0.68% |
$2.4K - $2.61K
|
1.46K
$93.6K
|
|
|
Mar 11, 2024
Q2 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-10- 0.07% |
$2.4K - $2.61K
|
14.5K
$928K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-11- 0.21% |
$2.64K - $2.88K
|
5.32K
$341K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-11- 0.11% |
$2.64K - $2.88K
|
9.95K
$637K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-11- 0.36% |
$2.64K - $2.88K
|
3.01K
$193K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-11- 0.9% |
$2.64K - $2.88K
|
1.21K
$77.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-12- 0.52% |
$2.88K - $3.14K
|
2.32K
$148K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13- 6.07% |
$3.12K - $3.4K
|
201
$12.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-13- 0.35% |
$3.12K - $3.4K
|
3.69K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-13- 0.84% |
$3.12K - $3.4K
|
1.53K
$98.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-14- 0.67% |
$3.36K - $3.66K
|
2.07K
$132K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-14- 0.19% |
$3.36K - $3.66K
|
7.4K
$474K
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-14- 0.19% |
$3.36K - $3.66K
|
7.4K
$474K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-15- 0.83% |
$3.6K - $3.92K
|
1.78K
$114K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-15- 0.53% |
$3.6K - $3.92K
|
2.83K
$181K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-15- 1.57% |
$3.6K - $3.92K
|
941
$60.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-15- 0.39% |
$3.6K - $3.92K
|
3.81K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-15- 0.59% |
$3.6K - $3.92K
|
2.51K
$161K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-16- 0.45% |
$3.84K - $4.18K
|
3.58K
$229K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-16- 0.82% |
$3.84K - $4.18K
|
1.95K
$125K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-16- 0.32% |
$3.84K - $4.18K
|
4.94K
$316K
|
|
|
Aug 03, 2023
Q2 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-16- 1.87% |
$3.84K - $4.18K
|
838
$53.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16- 1.53% |
$3.84K - $4.18K
|
1.03K
$66K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-16- 0.22% |
$3.84K - $4.18K
|
7.2K
$461K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-16- 0.67% |
$3.84K - $4.18K
|
2.37K
$152K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-17- 1.8% |
$4.08K - $4.45K
|
927
$59.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17- 1.34% |
$4.08K - $4.45K
|
1.25K
$80.3K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-17- 0.77% |
$4.08K - $4.45K
|
2.2K
$141K
|