Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
702+ 1.12% |
$154K - $190K
|
63.2K
$4.27M
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
699+ 5.14% |
$153K - $189K
|
14.3K
$965K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
685+ 9.51% |
$150K - $185K
|
7.89K
$533K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
683+ 22.44% |
$150K - $184K
|
3.73K
$252K
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
681+ 10.49% |
$149K - $184K
|
7.17K
$485K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
676+ 12.51% |
$148K - $183K
|
6.08K
$411K
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
668+ 8.55% |
$146K - $180K
|
8.48K
$573K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
666New |
$146K - $180K
|
666
$45K
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
644+ 7.92% |
$141K - $174K
|
8.78K
$593K
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
642+ 2.35% |
$141K - $173K
|
27.9K
$1.89M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
641New |
$140K - $173K
|
641
$43.3K
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
BUY
|
- |
628+ 75.48% |
$138K - $170K
|
1.46K
$98.6K
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
621+ 2.59% |
$136K - $168K
|
24.6K
$1.66M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
613+ 2.45% |
$134K - $166K
|
25.6K
$1.73M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
613+ 0.03% |
$134K - $166K
|
2.43M
$164M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
605+ 6.02% |
$133K - $163K
|
10.7K
$720K
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
599+ 7.03% |
$131K - $162K
|
9.12K
$616K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
597+ 58.59% |
$131K - $161K
|
1.62K
$109K
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
593+ 2.48% |
$130K - $160K
|
24.5K
$1.66M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
590+ 0.35% |
$129K - $159K
|
168K
$11.3M
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
587+ 44.37% |
$129K - $159K
|
1.91K
$129K
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
586+ 7.66% |
$128K - $158K
|
8.24K
$556K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
582+ 0.7% |
$127K - $157K
|
84.1K
$5.68M
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
572+ 27.79% |
$125K - $154K
|
2.63K
$178K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
570+ 34.5% |
$125K - $154K
|
2.22K
$150K
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
565+ 15.65% |
$124K - $153K
|
4.18K
$282K
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
564+ 13.25% |
$124K - $152K
|
4.82K
$326K
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
564+ 0.18% |
$124K - $152K
|
312K
$21.1M
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
564+ 0.18% |
$124K - $152K
|
312K
$21.1M
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
563+ 7.16% |
$123K - $152K
|
8.43K
$570K
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
559+ 0.74% |
$122K - $151K
|
76.5K
$5.17M
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
551+ 13.57% |
$121K - $149K
|
4.61K
$312K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
545+ 2.54% |
$119K - $147K
|
22K
$1.49M
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
544+ 1.65% |
$119K - $147K
|
33.6K
$2.27M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
540+ 7.06% |
$118K - $146K
|
8.19K
$553K
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
539+ 6.64% |
$118K - $146K
|
8.66K
$585K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
538+ 2.74% |
$118K - $145K
|
20.2K
$1.36M
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
525+ 15.01% |
$115K - $142K
|
4.02K
$272K
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
524+ 1.91% |
$115K - $142K
|
27.9K
$1.89M
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
519+ 5.78% |
$114K - $140K
|
9.5K
$642K
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
518+ 1.2% |
$113K - $140K
|
43.6K
$2.95M
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
518+ 5.63% |
$113K - $140K
|
9.72K
$657K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
513+ 21.24% |
$112K - $139K
|
2.93K
$198K
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
BUY
|
- |
511+ 1.52% |
$112K - $138K
|
34.2K
$2.31M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
511+ 177.43% |
$112K - $138K
|
799
$54K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
508+ 46.82% |
$111K - $137K
|
1.59K
$108K
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
507+ 20.77% |
$111K - $137K
|
2.95K
$199K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
504+ 17.64% |
$110K - $136K
|
3.36K
$227K
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
498+ 10.02% |
$109K - $134K
|
5.47K
$369K
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
496+ 0.78% |
$109K - $134K
|
64.1K
$4.33M
|