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 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-69- 1.7% |
$16.6K - $18K
|
3.98K
$255K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-70- 1.89% |
$16.8K - $18.3K
|
3.63K
$232K
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-70- 5.43% |
$16.8K - $18.3K
|
1.22K
$78.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-71- 0.63% |
$17.1K - $18.6K
|
11.2K
$719K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-71- 0.51% |
$17.1K - $18.6K
|
14K
$895K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-72- 0.81% |
$17.3K - $18.8K
|
8.87K
$568K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-74- 0.25% |
$17.8K - $19.3K
|
30.1K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-74- 3.93% |
$17.8K - $19.3K
|
1.81K
$116K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-74- 4.02% |
$17.8K - $19.3K
|
1.77K
$113K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-75- 4.31% |
$18K - $19.6K
|
1.66K
$107K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-75- 2.75% |
$18K - $19.6K
|
2.65K
$170K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-76- 1.41% |
$18.3K - $19.9K
|
5.31K
$340K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-76- 3.95% |
$18.3K - $19.9K
|
1.85K
$118K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-77- 2.67% |
$18.5K - $20.1K
|
2.81K
$180K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-77- 3.45% |
$18.5K - $20.1K
|
2.16K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-78- 0.51% |
$18.7K - $20.4K
|
15.4K
$984K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-79- 0.95% |
$19K - $20.7K
|
8.22K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-79- 2.38% |
$19K - $20.7K
|
3.24K
$208K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-80- 1.56% |
$19.2K - $20.9K
|
5.05K
$323K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-80- 6.45% |
$19.2K - $20.9K
|
1.16K
$74.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-83- 2.7% |
$19.9K - $21.7K
|
2.99K
$191K
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-83- 7.26% |
$19.9K - $21.7K
|
1.06K
$68K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-84- 8.75% |
$20.2K - $22K
|
876
$56.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-84- 2.61% |
$20.2K - $22K
|
3.13K
$201K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-85- 0.66% |
$20.4K - $22.2K
|
12.8K
$823K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-86- 1.55% |
$20.7K - $22.5K
|
5.48K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-86- 1.37% |
$20.7K - $22.5K
|
6.17K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-86- 0.28% |
$20.7K - $22.5K
|
30.1K
$1.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-87- 0.74% |
$20.9K - $22.7K
|
11.7K
$750K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-87- 4.19% |
$20.9K - $22.7K
|
1.99K
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-87- 0.55% |
$20.9K - $22.7K
|
15.8K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-88- 1.3% |
$21.1K - $23K
|
6.7K
$429K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-89- 9.76% |
$21.4K - $23.3K
|
823
$52.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-89- 6.18% |
$21.4K - $23.3K
|
1.35K
$86.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-90- 0.65% |
$21.6K - $23.5K
|
13.8K
$881K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-92- 0.33% |
$22.1K - $24.1K
|
27.8K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-93- 0.71% |
$22.3K - $24.3K
|
13.1K
$837K
|
|
|
Aug 09, 2023
Q2 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-95- 6.03% |
$22.8K - $24.8K
|
1.48K
$94.8K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-95- 3.74% |
$22.8K - $24.8K
|
2.44K
$157K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-96- 2.66% |
$23.1K - $25.1K
|
3.51K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-97- 3.13% |
$23.3K - $25.4K
|
3.01K
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-98- 11.21% |
$23.5K - $25.6K
|
776
$49.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-99- 6.55% |
$23.8K - $25.9K
|
1.41K
$90.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-99- 1.74% |
$23.8K - $25.9K
|
5.59K
$358K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-100- 7.66% |
$24K - $26.1K
|
1.21K
$77.2K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-100- 1.86% |
$24K - $26.1K
|
5.27K
$338K
|
|
|
Feb 15, 2024
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-100- 3.13% |
$24K - $26.1K
|
3.1K
$199K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-105- 0.56% |
$25.2K - $27.5K
|
18.6K
$1.19M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-105- 1.25% |
$25.2K - $27.5K
|
8.31K
$532K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-106- 21.9% |
$25.5K - $27.7K
|
378
$24.2K
|