Purchases and Sales Made in Q1 2022 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 2022. 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 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
886New |
$223K - $253K
|
886
$58K
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
886New |
$223K - $253K
|
886
$58K
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
885+ 6.03% |
$222K - $253K
|
15.6K
$1.02M
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
880+ 24.49% |
$221K - $251K
|
4.47K
$293K
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
880+ 0.4% |
$221K - $251K
|
220K
$14.4M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
878+ 670.23% |
$221K - $251K
|
1.01K
$66.1K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
878+ 5.86% |
$221K - $251K
|
15.9K
$1.04M
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
875+ 12.51% |
$220K - $250K
|
7.87K
$515K
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
872New |
$219K - $249K
|
872
$57.1K
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
865+ 13.61% |
$217K - $247K
|
7.22K
$473K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
851+ 3.72% |
$214K - $243K
|
23.7K
$1.55M
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
848+ 11.66% |
$213K - $242K
|
8.12K
$532K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
844+ 11.37% |
$212K - $241K
|
8.27K
$541K
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
844New |
$212K - $241K
|
844
$55.3K
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
841New |
$211K - $240K
|
841
$55.1K
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
839+ 1.88% |
$211K - $239K
|
45.6K
$2.98M
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
836New |
$210K - $239K
|
836
$54.7K
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
821+ 11.98% |
$206K - $234K
|
7.68K
$503K
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
820New |
$206K - $234K
|
820
$53.7K
|
|
May 16, 2022
Q1 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
819New |
$206K - $234K
|
819
$53.6K
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
815+ 2.57% |
$205K - $233K
|
32.5K
$2.13M
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
808New |
$203K - $231K
|
808
$52.9K
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
807+ 12.95% |
$203K - $230K
|
7.04K
$461K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
798+ 41.22% |
$200K - $228K
|
2.73K
$179K
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
793+ 22.16% |
$199K - $226K
|
4.37K
$286K
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
793New |
$199K - $226K
|
793
$51.9K
|
|
May 10, 2022
Q1 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
786+ 5.05% |
$197K - $224K
|
16.4K
$1.07M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
782+ 2.7% |
$196K - $223K
|
29.7K
$1.95M
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
770+ 1974.36% |
$193K - $220K
|
809
$53K
|
|
May 16, 2022
Q1 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
761New |
$191K - $217K
|
761
$49.8K
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
760+ 4.44% |
$191K - $217K
|
17.9K
$1.17M
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
759+ 9.49% |
$191K - $217K
|
8.76K
$573K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
752+ 1.51% |
$189K - $215K
|
50.6K
$3.31M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
732+ 11.11% |
$184K - $209K
|
7.32K
$479K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
732New |
$184K - $209K
|
732
$47.9K
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
732+ 21.62% |
$184K - $209K
|
4.12K
$270K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
728+ 16.26% |
$183K - $208K
|
5.21K
$341K
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
723+ 964.0% |
$182K - $206K
|
798
$52.3K
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
715+ 14.37% |
$180K - $204K
|
5.69K
$373K
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
709+ 61.76% |
$178K - $202K
|
1.86K
$122K
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
706+ 6.06% |
$177K - $201K
|
12.4K
$809K
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
703+ 25.15% |
$177K - $201K
|
3.5K
$229K
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
692+ 0.93% |
$174K - $197K
|
74.8K
$4.9M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
692+ 102.98% |
$174K - $197K
|
1.36K
$89.3K
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
BUY
|
- |
691+ 24.51% |
$174K - $197K
|
3.51K
$230K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
682+ 9.61% |
$171K - $195K
|
7.78K
$509K
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
678+ 2.55% |
$170K - $193K
|
27.3K
$1.79M
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
678New |
$170K - $193K
|
678
$44.4K
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
675+ 10.92% |
$170K - $193K
|
6.85K
$449K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
675+ 2.35% |
$170K - $193K
|
29.4K
$1.92M
|