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 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-943- 4.21% |
$237K - $269K
|
21.5K
$1.18M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-962- 7.58% |
$242K - $275K
|
11.7K
$643K
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-991Closed |
$249K - $283K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.01K- 20.8% |
$254K - $289K
|
3.86K
$212K
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.02KClosed |
$255K - $290K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.02K- 4.93% |
$256K - $291K
|
19.6K
$1.08M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.02K- 20.11% |
$256K - $291K
|
4.05K
$222K
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.04K- 5.05% |
$261K - $297K
|
19.6K
$1.07M
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.04K- 55.2% |
$261K - $297K
|
844
$46.3K
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.05K- 28.92% |
$264K - $299K
|
2.58K
$141K
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.09K- 26.92% |
$273K - $310K
|
2.95K
$162K
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 15.16% |
$278K - $316K
|
6.2K
$340K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-1.12K- 11.09% |
$282K - $320K
|
8.99K
$493K
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.13K- 8.13% |
$284K - $322K
|
12.8K
$700K
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 10.21% |
$284K - $322K
|
9.94K
$545K
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.14K- 9.76% |
$287K - $326K
|
10.6K
$579K
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.18KClosed |
$297K - $338K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-1.18K- 11.26% |
$297K - $338K
|
9.33K
$512K
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.21K- 20.58% |
$303K - $344K
|
4.65K
$255K
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.21KClosed |
$304K - $345K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.24KClosed |
$312K - $355K
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.24K- 1.42% |
$312K - $355K
|
86.1K
$4.73M
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.25KClosed |
$313K - $356K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.25K- 1.7% |
$314K - $356K
|
72.1K
$3.95M
|
|
Apr 18, 2022
Q1 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-1.25K- 1.97% |
$315K - $358K
|
62.5K
$3.43M
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.25K- 0.1% |
$315K - $358K
|
1.25M
$68.5M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.26K- 0.38% |
$316K - $359K
|
331K
$18.2M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.28KClosed |
$321K - $364K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.31K- 1.14% |
$329K - $374K
|
114K
$6.23M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.33K- 6.06% |
$335K - $380K
|
20.7K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 19.77% |
$337K - $383K
|
5.45K
$299K
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.35KClosed |
$338K - $384K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.35K- 54.48% |
$339K - $385K
|
1.13K
$61.8K
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.36K- 8.69% |
$341K - $387K
|
14.3K
$782K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.38K- 2.78% |
$347K - $395K
|
48.4K
$2.66M
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.39K- 30.24% |
$349K - $396K
|
3.2K
$176K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.39K- 1.54% |
$349K - $397K
|
88.6K
$4.86M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 27.28% |
$356K - $405K
|
3.78K
$207K
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.43K- 21.84% |
$360K - $409K
|
5.13K
$281K
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.43K- 1.69% |
$360K - $409K
|
83.4K
$4.58M
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.44K- 3.13% |
$362K - $412K
|
44.6K
$2.45M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.45K- 1.28% |
$364K - $413K
|
111K
$6.1M
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.45KClosed |
$365K - $415K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-1.47K- 28.16% |
$369K - $419K
|
3.75K
$206K
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.47K- 8.61% |
$370K - $420K
|
15.6K
$856K
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.5K- 33.33% |
$377K - $428K
|
3K
$165K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 10.59% |
$377K - $428K
|
12.7K
$695K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.51K- 6.96% |
$378K - $430K
|
20.1K
$1.1M
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-1.53K- 6.97% |
$385K - $437K
|
20.4K
$1.12M
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.54K- 6.13% |
$388K - $441K
|
23.6K
$1.3M
|