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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
76+ 2.43% |
$19.1K - $21.7K
|
3.21K
$201K
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
75+ 9.45% |
$18.8K - $21.4K
|
869
$54.5K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
75+ 1.56% |
$18.8K - $21.4K
|
4.87K
$305K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
72+ 0.44% |
$18.1K - $20.5K
|
16.4K
$1.03M
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
71+ 7.99% |
$17.8K - $20.3K
|
960
$60.2K
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
70+ 1.14% |
$17.6K - $20K
|
6.21K
$389K
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
BUY
|
- |
69+ 7.54% |
$17.3K - $19.7K
|
984
$61.7K
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
69+ 0.72% |
$17.3K - $19.7K
|
9.64K
$604K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
69+ 0.62% |
$17.3K - $19.7K
|
11.2K
$699K
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
68+ 1.12% |
$17.1K - $19.4K
|
6.12K
$383K
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
68+ 1.98% |
$17.1K - $19.4K
|
3.51K
$220K
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
67+ 0.51% |
$16.8K - $19.1K
|
13.3K
$831K
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
67+ 4.05% |
$16.8K - $19.1K
|
1.72K
$108K
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
66+ 0.63% |
$16.6K - $18.8K
|
10.5K
$658K
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
64+ 0.79% |
$16.1K - $18.3K
|
8.13K
$510K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
63+ 5.68% |
$15.8K - $18K
|
1.17K
$73.4K
|
|
Apr 22, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
60+ 1.27% |
$15.1K - $17.1K
|
4.78K
$300K
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
60+ 3.2% |
$15.1K - $17.1K
|
1.93K
$121K
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
60New |
$15.1K - $17.1K
|
60
$3.76K
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
59+ 3.61% |
$14.8K - $16.8K
|
1.7K
$106K
|
|
May 12, 2022
Q1 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
59+ 3.51% |
$14.8K - $16.8K
|
1.74K
$109K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
58+ 2.68% |
$14.6K - $16.6K
|
2.22K
$139K
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
57+ 0.85% |
$14.3K - $16.3K
|
6.75K
$423K
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
56+ 0.7% |
$14.1K - $16K
|
8.1K
$508K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
54+ 6.07% |
$13.6K - $15.4K
|
943
$59.1K
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
54+ 2.05% |
$13.6K - $15.4K
|
2.69K
$168K
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
53+ 5.14% |
$13.3K - $15.1K
|
1.09K
$68K
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
53+ 2.0% |
$13.3K - $15.1K
|
2.71K
$170K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
53+ 3.14% |
$13.3K - $15.1K
|
1.74K
$109K
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
53+ 1.02% |
$13.3K - $15.1K
|
5.25K
$329K
|
|
Oct 23, 2024
Q1 2022
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
53+ 4.29% |
$13.3K - $15.1K
|
1.29K
$80.8K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
52+ 1.2% |
$13.1K - $14.8K
|
4.39K
$275K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
52+ 192.59% |
$13.1K - $14.8K
|
79
$4.95K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
51+ 19.25% |
$12.8K - $14.6K
|
316
$19.8K
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
50+ 227.27% |
$12.6K - $14.3K
|
72
$4.51K
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 0.21% |
$12.6K - $14.3K
|
24.2K
$1.52M
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
49+ 1.73% |
$12.3K - $14K
|
2.89K
$181K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
49+ 0.69% |
$12.3K - $14K
|
7.2K
$451K
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
49+ 5.15% |
$12.3K - $14K
|
1K
$62.7K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
49+ 1.08% |
$12.3K - $14K
|
4.6K
$288K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
47+ 40.17% |
$11.8K - $13.4K
|
164
$10.3K
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
47+ 0.87% |
$11.8K - $13.4K
|
5.44K
$341K
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
47+ 4.71% |
$11.8K - $13.4K
|
1.04K
$65.4K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
47+ 4.66% |
$11.8K - $13.4K
|
1.06K
$66.2K
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
46+ 1.52% |
$11.6K - $13.1K
|
3.07K
$192K
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
46+ 0.88% |
$11.6K - $13.1K
|
5.3K
$332K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
45+ 1.77% |
$11.3K - $12.8K
|
2.59K
$162K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
45+ 0.44% |
$11.3K - $12.8K
|
10.2K
$637K
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
44+ 3.02% |
$11.1K - $12.6K
|
1.5K
$93.9K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
44+ 0.62% |
$11.1K - $12.6K
|
7.17K
$449K
|