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 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
44+ 6.37% |
$11.1K - $12.6K
|
735
$46.1K
|
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
44+ 3.47% |
$11.1K - $12.6K
|
1.31K
$82.2K
|
|
|
May 11, 2022
Q1 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
43+ 3.79% |
$10.8K - $12.3K
|
1.18K
$73.8K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
42+ 0.79% |
$10.6K - $12K
|
5.38K
$337K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
41+ 0.17% |
$10.3K - $11.7K
|
23.6K
$1.48M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
41+ 2.58% |
$10.3K - $11.7K
|
1.63K
$102K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
40+ 6.67% |
$10K - $11.4K
|
640
$40.1K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
40+ 3.66% |
$10K - $11.4K
|
1.13K
$71.1K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
39+ 2.05% |
$9.8K - $11.1K
|
1.94K
$122K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39+ 3.45% |
$9.8K - $11.1K
|
1.17K
$73.3K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
39+ 2.41% |
$9.8K - $11.1K
|
1.66K
$104K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
38+ 0.24% |
$9.55K - $10.8K
|
15.9K
$998K
|
|
|
Apr 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
38+ 2.25% |
$9.55K - $10.8K
|
1.73K
$108K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
35+ 1.24% |
$8.79K - $9.99K
|
2.85K
$179K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
33+ 6.11% |
$8.29K - $9.42K
|
573
$35.9K
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
32+ 1.09% |
$8.04K - $9.13K
|
2.97K
$186K
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
31+ 0.81% |
$7.79K - $8.85K
|
3.86K
$242K
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31+ 4.31% |
$7.79K - $8.85K
|
750
$47K
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
30+ 1.81% |
$7.54K - $8.56K
|
1.69K
$106K
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
30New |
$7.54K - $8.56K
|
30
$1.88K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 43.48% |
$7.54K - $8.56K
|
99
$6.2K
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
28+ 0.44% |
$7.03K - $7.99K
|
6.46K
$405K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
28+ 1.37% |
$7.03K - $7.99K
|
2.07K
$129K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
28New |
$7.03K - $7.99K
|
28
$1.75K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28New |
$7.03K - $7.99K
|
28
$1.75K
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
27+ 1.61% |
$6.78K - $7.7K
|
1.7K
$106K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
27+ 0.45% |
$6.78K - $7.7K
|
6.02K
$377K
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
26+ 1.51% |
$6.53K - $7.42K
|
1.75K
$110K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
26+ 0.89% |
$6.53K - $7.42K
|
2.93K
$184K
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
25+ 4.35% |
$6.28K - $7.13K
|
600
$37.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
25+ 0.2% |
$6.28K - $7.13K
|
12.8K
$803K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
25+ 6.87% |
$6.28K - $7.13K
|
389
$24.4K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
25+ 2.18% |
$6.28K - $7.13K
|
1.17K
$73.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24+ 0.12% |
$6.03K - $6.85K
|
19.6K
$1.23M
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
24+ 0.31% |
$6.03K - $6.85K
|
7.85K
$492K
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
24+ 1.29% |
$6.03K - $6.85K
|
1.88K
$118K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24+ 0.3% |
$6.03K - $6.85K
|
8.03K
$503K
|
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
23+ 0.05% |
$5.78K - $6.56K
|
46.5K
$2.91M
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
22+ 0.03% |
$5.53K - $6.28K
|
83.3K
$5.22M
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
22+ 2.03% |
$5.53K - $6.28K
|
1.11K
$69.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
22+ 2.29% |
$5.53K - $6.28K
|
981
$61.5K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
22+ 1.15% |
$5.53K - $6.28K
|
1.93K
$121K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
21+ 0.87% |
$5.28K - $5.99K
|
2.43K
$152K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
21+ 1.64% |
$5.28K - $5.99K
|
1.3K
$81.7K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
21+ 0.12% |
$5.28K - $5.99K
|
17.4K
$1.09M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
20+ 1.04% |
$5.02K - $5.71K
|
1.94K
$122K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
20+ 0.32% |
$5.02K - $5.71K
|
6.19K
$388K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
20+ 0.35% |
$5.02K - $5.71K
|
5.69K
$356K
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.45% |
$5.02K - $5.71K
|
4.42K
$277K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19+ 0.25% |
$4.77K - $5.42K
|
7.59K
$476K
|