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
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-80- 3.62% |
$20.1K - $22.8K
|
2.13K
$133K
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-81- 1.32% |
$20.3K - $23.1K
|
6.05K
$379K
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-81- 4.74% |
$20.3K - $23.1K
|
1.63K
$102K
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-81- 2.75% |
$20.3K - $23.1K
|
2.87K
$180K
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-83- 0.54% |
$20.9K - $23.7K
|
15.3K
$959K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-84- 56.0% |
$21.1K - $24K
|
66
$4.14K
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-84- 2.71% |
$21.1K - $24K
|
3.02K
$189K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-84- 5.27% |
$21.1K - $24K
|
1.51K
$94.6K
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-85- 7.05% |
$21.4K - $24.3K
|
1.12K
$70.2K
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-85- 0.39% |
$21.4K - $24.3K
|
21.5K
$1.35M
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-86- 1.08% |
$21.6K - $24.5K
|
7.87K
$493K
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-86- 3.36% |
$21.6K - $24.5K
|
2.47K
$155K
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-86- 0.04% |
$21.6K - $24.5K
|
229K
$14.4M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-87- 0.67% |
$21.9K - $24.8K
|
13K
$812K
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-88- 3.79% |
$22.1K - $25.1K
|
2.24K
$140K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-89- 0.62% |
$22.4K - $25.4K
|
14.2K
$893K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-90Closed |
$22.6K - $25.7K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-90- 9.16% |
$22.6K - $25.7K
|
893
$56K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-92- 6.25% |
$23.1K - $26.3K
|
1.38K
$86.5K
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-93- 1.18% |
$23.4K - $26.5K
|
7.78K
$487K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-93- 6.72% |
$23.4K - $26.5K
|
1.29K
$80.8K
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-94- 2.12% |
$23.6K - $26.8K
|
4.35K
$272K
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-94- 1.31% |
$23.6K - $26.8K
|
7.09K
$444K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-96- 81.36% |
$24.1K - $27.4K
|
22
$1.38K
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-99- 10.44% |
$24.9K - $28.3K
|
849
$53.2K
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-100- 8.36% |
$25.1K - $28.5K
|
1.1K
$68.7K
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-100- 36.36% |
$25.1K - $28.5K
|
175
$11K
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-100- 2.57% |
$25.1K - $28.5K
|
3.79K
$238K
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-101- 2.97% |
$25.4K - $28.8K
|
3.3K
$207K
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-103- 0.28% |
$25.9K - $29.4K
|
36.8K
$2.31M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-104- 10.98% |
$26.1K - $29.7K
|
843
$52.8K
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-105- 10.1% |
$26.4K - $30K
|
935
$58.6K
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-108- 3.55% |
$27.1K - $30.8K
|
2.94K
$184K
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-109- 1.54% |
$27.4K - $31.1K
|
6.96K
$436K
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-109- 3.83% |
$27.4K - $31.1K
|
2.74K
$171K
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-111- 1.72% |
$27.9K - $31.7K
|
6.35K
$398K
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-112- 0.77% |
$28.1K - $32K
|
14.3K
$899K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-114- 1.45% |
$28.6K - $32.5K
|
7.73K
$484K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-117- 27.46% |
$29.4K - $33.4K
|
309
$19.4K
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-118- 0.59% |
$29.6K - $33.7K
|
19.8K
$1.24M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-118- 1.57% |
$29.6K - $33.7K
|
7.38K
$463K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-119- 2.34% |
$29.9K - $34K
|
4.97K
$311K
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-120- 5.62% |
$30.1K - $34.2K
|
2.02K
$126K
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-120- 33.33% |
$30.1K - $34.2K
|
240
$15K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-120- 3.97% |
$30.1K - $34.2K
|
2.9K
$182K
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-121- 1.66% |
$30.4K - $34.5K
|
7.19K
$450K
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-121- 0.71% |
$30.4K - $34.5K
|
16.8K
$1.05M
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-121- 0.78% |
$30.4K - $34.5K
|
15.4K
$966K
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-122- 2.21% |
$30.6K - $34.8K
|
5.4K
$338K
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-122- 0.62% |
$30.6K - $34.8K
|
19.5K
$1.22M
|