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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
504+ 8.32% |
$127K - $144K
|
6.56K
$411K
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
501+ 10.27% |
$126K - $143K
|
5.38K
$337K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
498+ 1.32% |
$125K - $142K
|
38.3K
$2.4M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
498+ 4.21% |
$125K - $142K
|
12.3K
$772K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
498+ 7.35% |
$125K - $142K
|
7.28K
$456K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
497+ 0.67% |
$125K - $142K
|
74.5K
$4.66M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
495+ 12.01% |
$124K - $141K
|
4.62K
$289K
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
493+ 1.37% |
$124K - $141K
|
36.5K
$2.28M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
492+ 123.93% |
$124K - $140K
|
889
$55.7K
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
487+ 43.48% |
$122K - $139K
|
1.61K
$101K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
482+ 0.97% |
$121K - $138K
|
50.4K
$3.15M
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
481+ 5.6% |
$121K - $137K
|
9.07K
$568K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
477New |
$120K - $136K
|
477
$29.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
468+ 3.92% |
$118K - $134K
|
12.4K
$776K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
467+ 3.82% |
$117K - $133K
|
12.7K
$795K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
460+ 1.56% |
$116K - $131K
|
29.9K
$1.87M
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
450+ 0.41% |
$113K - $128K
|
111K
$6.96M
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
449+ 5.53% |
$113K - $128K
|
8.57K
$537K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
448+ 8.2% |
$113K - $128K
|
5.91K
$370K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
424+ 10.03% |
$107K - $121K
|
4.65K
$291K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
419+ 45.74% |
$105K - $120K
|
1.34K
$83.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
BUY
|
- |
417+ 10.97% |
$105K - $119K
|
4.22K
$264K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
417+ 3.82% |
$105K - $119K
|
11.3K
$710K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
408+ 19.18% |
$102K - $116K
|
2.54K
$159K
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
403+ 15.89% |
$101K - $115K
|
2.94K
$184K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
401New |
$101K - $114K
|
401
$25.1K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
400+ 50.0% |
$100K - $114K
|
1.2K
$75.1K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
400New |
$100K - $114K
|
400
$25K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
388+ 3.3% |
$97.5K - $111K
|
12.2K
$761K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
388+ 13.51% |
$97.5K - $111K
|
3.26K
$204K
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
386+ 0.53% |
$97K - $110K
|
73.8K
$4.62M
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
386+ 37.99% |
$97K - $110K
|
1.4K
$87.8K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
378+ 3.08% |
$95K - $108K
|
12.6K
$791K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
373+ 10.24% |
$93.7K - $106K
|
4.02K
$252K
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
368+ 0.68% |
$92.4K - $105K
|
54.8K
$3.43M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
365+ 1.55% |
$91.7K - $104K
|
23.9K
$1.5M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
360+ 19.89% |
$90.4K - $103K
|
2.17K
$136K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
359+ 13.61% |
$90.2K - $102K
|
3K
$188K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
359+ 0.28% |
$90.2K - $102K
|
127K
$7.93M
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
BUY
|
- |
355+ 0.89% |
$89.2K - $101K
|
40.4K
$2.53M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
355+ 1.35% |
$89.2K - $101K
|
26.7K
$1.67M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
352+ 2.31% |
$88.4K - $100K
|
15.6K
$977K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
352+ 9.66% |
$88.4K - $100K
|
4K
$250K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
352+ 2.31% |
$88.4K - $100K
|
15.6K
$977K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
350+ 7.71% |
$87.9K - $99.9K
|
4.89K
$306K
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
342+ 4.25% |
$85.9K - $97.6K
|
8.4K
$526K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
341+ 2.12% |
$85.7K - $97.3K
|
16.4K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
333+ 5.45% |
$83.7K - $95K
|
6.44K
$403K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
333+ 10.97% |
$83.7K - $95K
|
3.37K
$211K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
325+ 244.36% |
$81.6K - $92.7K
|
458
$28.7K
|