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 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-23Closed |
$5.78K - $6.56K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-23- 3.11% |
$5.78K - $6.56K
|
717
$44.9K
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-23- 2.92% |
$5.78K - $6.56K
|
766
$48K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-25- 0.86% |
$6.28K - $7.13K
|
2.87K
$180K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-26- 1.38% |
$6.53K - $7.42K
|
1.85K
$116K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-27- 9.57% |
$6.78K - $7.7K
|
255
$16K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-27- 2.47% |
$6.78K - $7.7K
|
1.07K
$66.9K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-28- 0.68% |
$7.03K - $7.99K
|
4.11K
$258K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
SELL
|
- |
-28- 2.75% |
$7.03K - $7.99K
|
990
$62K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-29- 0.69% |
$7.29K - $8.28K
|
4.2K
$263K
|
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-29- 0.39% |
$7.29K - $8.28K
|
7.47K
$468K
|
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-29- 1.21% |
$7.29K - $8.28K
|
2.37K
$149K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-29- 0.63% |
$7.29K - $8.28K
|
4.6K
$288K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-30- 0.07% |
$7.54K - $8.56K
|
44.6K
$2.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-30- 1.4% |
$7.54K - $8.56K
|
2.11K
$132K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-30- 1.04% |
$7.54K - $8.56K
|
2.87K
$180K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-30Closed |
$7.54K - $8.56K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-30Closed |
$7.54K - $8.56K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-30- 0.48% |
$7.54K - $8.56K
|
6.19K
$388K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-30- 0.44% |
$7.54K - $8.56K
|
6.72K
$421K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-31- 2.33% |
$7.79K - $8.85K
|
1.3K
$81.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-32- 52.46% |
$8.04K - $9.13K
|
29
$1.82K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-33- 0.09% |
$8.29K - $9.42K
|
36.9K
$2.31M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-34- 0.06% |
$8.54K - $9.7K
|
59.1K
$3.7M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-34- 0.77% |
$8.54K - $9.7K
|
4.39K
$275K
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-35- 0.24% |
$8.79K - $9.99K
|
14.4K
$900K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-35- 0.41% |
$8.79K - $9.99K
|
8.5K
$533K
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-35- 2.68% |
$8.79K - $9.99K
|
1.27K
$79.6K
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-35- 0.39% |
$8.79K - $9.99K
|
9.03K
$566K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-36- 7.93% |
$9.04K - $10.3K
|
418
$26.2K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-36- 1.29% |
$9.04K - $10.3K
|
2.76K
$173K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37- 0.52% |
$9.29K - $10.6K
|
7.14K
$447K
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-37- 3.69% |
$9.29K - $10.6K
|
967
$60.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-39- 0.22% |
$9.8K - $11.1K
|
17.6K
$1.1M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-39- 1.03% |
$9.8K - $11.1K
|
3.75K
$235K
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-40- 1.61% |
$10K - $11.4K
|
2.44K
$153K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-40- 0.67% |
$10K - $11.4K
|
5.89K
$369K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-40- 14.23% |
$10K - $11.4K
|
241
$15.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-41- 2.74% |
$10.3K - $11.7K
|
1.45K
$91K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-41- 0.53% |
$10.3K - $11.7K
|
7.64K
$479K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-42- 3.9% |
$10.6K - $12K
|
1.03K
$64.8K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42Closed |
$10.6K - $12K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-43- 1.97% |
$10.8K - $12.3K
|
2.14K
$134K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-44- 3.08% |
$11.1K - $12.6K
|
1.38K
$86.7K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-44- 1.34% |
$11.1K - $12.6K
|
3.24K
$203K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-45- 0.43% |
$11.3K - $12.8K
|
10.4K
$654K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-45Closed |
$11.3K - $12.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-46- 2.63% |
$11.6K - $13.1K
|
1.7K
$107K
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-46- 3.46% |
$11.6K - $13.1K
|
1.29K
$80.5K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-46- 2.52% |
$11.6K - $13.1K
|
1.78K
$111K
|