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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
185+ 1.54% |
$40.5K - $50K
|
12.2K
$826K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
185+ 0.08% |
$40.5K - $50K
|
237K
$16M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
180+ 82.19% |
$39.4K - $48.6K
|
399
$27K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
180+ 1.99% |
$39.4K - $48.6K
|
9.22K
$623K
|
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
177+ 2.51% |
$38.8K - $47.8K
|
7.23K
$489K
|
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
175+ 0.09% |
$38.3K - $47.3K
|
202K
$13.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
171+ 3.24% |
$37.5K - $46.2K
|
5.44K
$368K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
170+ 2.47% |
$37.2K - $45.9K
|
7.06K
$477K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
168+ 1.93% |
$36.8K - $45.4K
|
8.85K
$598K
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
167+ 0.06% |
$36.6K - $45.1K
|
258K
$17.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
164+ 0.07% |
$35.9K - $44.3K
|
220K
$14.9M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
159+ 0.83% |
$34.8K - $42.9K
|
19.4K
$1.31M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
157+ 7.05% |
$34.4K - $42.4K
|
2.39K
$161K
|
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
157+ 5.3% |
$34.4K - $42.4K
|
3.12K
$211K
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
153+ 1.04% |
$33.5K - $41.3K
|
14.8K
$999K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
150+ 114.5% |
$32.9K - $40.5K
|
281
$19K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
149+ 0.21% |
$32.6K - $40.2K
|
70.1K
$4.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
147+ 2.87% |
$32.2K - $39.7K
|
5.27K
$356K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
147+ 0.55% |
$32.2K - $39.7K
|
27.1K
$1.83M
|
|
|
Jul 14, 2022
Q2 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
145+ 9.18% |
$31.8K - $39.2K
|
1.73K
$117K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
145+ 1.69% |
$31.8K - $39.2K
|
8.71K
$588K
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
145+ 0.6% |
$31.8K - $39.2K
|
24.3K
$1.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
145+ 1.77% |
$31.8K - $39.2K
|
8.33K
$563K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
140+ 2.88% |
$30.7K - $37.8K
|
5K
$338K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
137+ 1.8% |
$30K - $37K
|
7.73K
$522K
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
135+ 3.39% |
$29.6K - $36.5K
|
4.12K
$278K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
135+ 5.7% |
$29.6K - $36.5K
|
2.51K
$169K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
131+ 0.26% |
$28.7K - $35.4K
|
50.7K
$3.42M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
127+ 8.04% |
$27.8K - $34.3K
|
1.71K
$115K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
127+ 1.53% |
$27.8K - $34.3K
|
8.43K
$569K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125+ 0.29% |
$27.4K - $33.8K
|
43.4K
$2.93M
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
125+ 1.05% |
$27.4K - $33.8K
|
12K
$810K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
125+ 6.25% |
$27.4K - $33.8K
|
2.13K
$144K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
124+ 0.96% |
$27.2K - $33.5K
|
13.1K
$882K
|
|
|
Aug 15, 2022
Q2 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
124+ 1.62% |
$27.2K - $33.5K
|
7.78K
$525K
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
123+ 2.07% |
$26.9K - $33.2K
|
6.06K
$409K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
122+ 1.71% |
$26.7K - $32.9K
|
7.26K
$491K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
122New |
$26.7K - $32.9K
|
122
$8.24K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
121+ 6.28% |
$26.5K - $32.7K
|
2.05K
$138K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
119+ 37.66% |
$26.1K - $32.1K
|
435
$29.4K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 0.72% |
$25.6K - $31.6K
|
16.4K
$1.11M
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
115+ 0.31% |
$25.2K - $31.1K
|
36.9K
$2.49M
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
114+ 2.17% |
$25K - $30.8K
|
5.36K
$362K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
112+ 3.74% |
$24.5K - $30.2K
|
3.11K
$210K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
112+ 1.61% |
$24.5K - $30.2K
|
7.09K
$479K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
109+ 3.74% |
$23.9K - $29.4K
|
3.02K
$204K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
109+ 11.6% |
$23.9K - $29.4K
|
1.05K
$70.9K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
107+ 2.53% |
$23.4K - $28.9K
|
4.33K
$293K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
106+ 5.66% |
$23.2K - $28.6K
|
1.98K
$134K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
103+ 0.41% |
$22.6K - $27.8K
|
25.2K
$1.71M
|