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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
675+ 10.92% |
$170K - $193K
|
6.85K
$429K
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
673+ 24.35% |
$169K - $192K
|
3.44K
$215K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
672+ 2.63% |
$169K - $192K
|
26.2K
$1.64M
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
671+ 1.63% |
$169K - $191K
|
41.7K
$2.61M
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
664+ 0.28% |
$167K - $189K
|
234K
$14.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
660+ 7.72% |
$166K - $188K
|
9.2K
$576K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
645+ 4.62% |
$162K - $184K
|
14.6K
$915K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
643+ 7.4% |
$162K - $183K
|
9.33K
$584K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
629+ 6.12% |
$158K - $179K
|
10.9K
$683K
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
617+ 5.48% |
$155K - $176K
|
11.9K
$743K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
614+ 15.08% |
$154K - $175K
|
4.69K
$293K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
613+ 51.77% |
$154K - $175K
|
1.8K
$113K
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
612+ 32.21% |
$154K - $175K
|
2.51K
$157K
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
606+ 1.04% |
$152K - $173K
|
58.9K
$3.69M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
605+ 12.86% |
$152K - $173K
|
5.31K
$332K
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
601+ 1.46% |
$151K - $172K
|
41.9K
$2.62M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
595+ 0.2% |
$149K - $170K
|
304K
$19M
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
592+ 1.76% |
$149K - $169K
|
34.2K
$2.14M
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
589+ 11.73% |
$148K - $168K
|
5.61K
$351K
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
581+ 4.57% |
$146K - $166K
|
13.3K
$833K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
580+ 5.82% |
$146K - $166K
|
10.5K
$660K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
579+ 4.49% |
$145K - $165K
|
13.5K
$843K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
578+ 4.97% |
$145K - $165K
|
12.2K
$765K
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
576New |
$145K - $164K
|
576
$36.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
573+ 3.23% |
$144K - $164K
|
18.3K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
571+ 12.33% |
$143K - $163K
|
5.2K
$326K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
569+ 6.0% |
$143K - $162K
|
10.1K
$629K
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
565+ 0.91% |
$142K - $161K
|
62.7K
$3.92M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
564+ 2.88% |
$142K - $161K
|
20.2K
$1.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
561+ 6.91% |
$141K - $160K
|
8.68K
$544K
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
558+ 4.9% |
$140K - $159K
|
11.9K
$748K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
558+ 0.91% |
$140K - $159K
|
62.2K
$3.89M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
552+ 28.41% |
$139K - $158K
|
2.5K
$156K
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
549+ 17.55% |
$138K - $157K
|
3.68K
$230K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
548+ 1.38% |
$138K - $156K
|
40.4K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
543+ 20.89% |
$136K - $155K
|
3.14K
$197K
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
537+ 15.2% |
$135K - $153K
|
4.07K
$255K
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
534+ 1.59% |
$134K - $152K
|
34.1K
$2.14M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
532+ 1.43% |
$134K - $152K
|
37.8K
$2.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
530+ 22.26% |
$133K - $151K
|
2.91K
$182K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
524+ 2.52% |
$132K - $150K
|
21.3K
$1.33M
|
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
BUY
|
- |
520+ 1.42% |
$131K - $148K
|
37K
$2.32M
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
519+ 1.91% |
$130K - $148K
|
27.7K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
519+ 16.89% |
$130K - $148K
|
3.59K
$225K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
518+ 1.05% |
$130K - $148K
|
50K
$3.13M
|
|
|
Apr 11, 2022
Q1 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
515+ 7.75% |
$129K - $147K
|
7.16K
$449K
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
514+ 11.17% |
$129K - $147K
|
5.11K
$320K
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
511+ 13.96% |
$128K - $146K
|
4.17K
$261K
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
507+ 3.85% |
$127K - $145K
|
13.7K
$856K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
505+ 29.31% |
$127K - $144K
|
2.23K
$139K
|