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 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-123- 0.64% |
$30.9K - $35.1K
|
19.2K
$1.2M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-123- 23.75% |
$30.9K - $35.1K
|
395
$24.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
SELL
|
- |
-125- 5.24% |
$31.4K - $35.7K
|
2.26K
$142K
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-125- 10.59% |
$31.4K - $35.7K
|
1.06K
$66.1K
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-128- 4.54% |
$32.2K - $36.5K
|
2.69K
$169K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-130- 9.84% |
$32.7K - $37.1K
|
1.19K
$74.6K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-130- 2.55% |
$32.7K - $37.1K
|
4.97K
$311K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-130- 3.43% |
$32.7K - $37.1K
|
3.66K
$229K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-131- 10.57% |
$32.9K - $37.4K
|
1.11K
$69.4K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-132- 13.75% |
$33.2K - $37.7K
|
828
$51.9K
|
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-135- 2.73% |
$33.9K - $38.5K
|
4.81K
$301K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-136- 4.76% |
$34.2K - $38.8K
|
2.72K
$170K
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-137- 4.79% |
$34.4K - $39.1K
|
2.72K
$170K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-137- 7.82% |
$34.4K - $39.1K
|
1.61K
$101K
|
|
|
Apr 07, 2022
Q1 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-140- 0.52% |
$35.2K - $40K
|
26.8K
$1.68M
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-140- 83.83% |
$35.2K - $40K
|
27
$1.69K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-141- 1.04% |
$35.4K - $40.2K
|
13.4K
$841K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-141- 0.94% |
$35.4K - $40.2K
|
14.9K
$935K
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-148- 0.94% |
$37.2K - $42.2K
|
15.7K
$981K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-149- 3.93% |
$37.4K - $42.5K
|
3.64K
$228K
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-150- 7.77% |
$37.7K - $42.8K
|
1.78K
$112K
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-150- 0.68% |
$37.7K - $42.8K
|
22K
$1.38M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-151- 0.41% |
$37.9K - $43.1K
|
36.8K
$2.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-153- 6.15% |
$38.4K - $43.7K
|
2.33K
$146K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-153- 7.02% |
$38.4K - $43.7K
|
2.03K
$127K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-155- 5.3% |
$38.9K - $44.2K
|
2.77K
$173K
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-155- 9.25% |
$38.9K - $44.2K
|
1.52K
$95.3K
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-160- 0.73% |
$40.2K - $45.7K
|
21.9K
$1.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-162- 64.54% |
$40.7K - $46.2K
|
89
$5.58K
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-163- 1.29% |
$40.9K - $46.5K
|
12.5K
$782K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-163- 5.17% |
$40.9K - $46.5K
|
2.99K
$187K
|
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-164- 3.64% |
$41.2K - $46.8K
|
4.34K
$272K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-167- 7.71% |
$42K - $47.7K
|
2K
$125K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-168- 0.69% |
$42.2K - $47.9K
|
24.1K
$1.51M
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-175- 12.64% |
$44K - $49.9K
|
1.21K
$75.8K
|
|
|
May 04, 2022
Q1 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-177- 1.79% |
$44.5K - $50.5K
|
9.7K
$608K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-177- 3.14% |
$44.5K - $50.5K
|
5.46K
$342K
|
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-178- 3.07% |
$44.7K - $50.8K
|
5.63K
$353K
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-179- 1.53% |
$45K - $51.1K
|
11.6K
$724K
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-183- 19.41% |
$46K - $52.2K
|
760
$47.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-184- 1.96% |
$46.2K - $52.5K
|
9.18K
$575K
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-185- 1.51% |
$46.5K - $52.8K
|
12K
$755K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-186- 12.68% |
$46.7K - $53.1K
|
1.28K
$80.3K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-190- 13.15% |
$47.7K - $54.2K
|
1.26K
$78.6K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-190- 12.1% |
$47.7K - $54.2K
|
1.38K
$86.5K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-191Closed |
$48K - $54.5K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-193- 1.48% |
$48.5K - $55.1K
|
12.9K
$806K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-193- 1.76% |
$48.5K - $55.1K
|
10.8K
$674K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-198- 2.59% |
$49.7K - $56.5K
|
7.45K
$467K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-200- 7.87% |
$50.2K - $57.1K
|
2.34K
$147K
|