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 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
56+ 1.49% |
$12.3K - $15.1K
|
3.81K
$222K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
56+ 2.24% |
$12.3K - $15.1K
|
2.55K
$149K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56+ 11.94% |
$12.3K - $15.1K
|
525
$30.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
55+ 0.97% |
$12K - $14.9K
|
5.7K
$332K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
55+ 1.37% |
$12K - $14.9K
|
4.08K
$238K
|
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
55+ 0.38% |
$12K - $14.9K
|
14.7K
$857K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
54+ 0.58% |
$11.8K - $14.6K
|
9.29K
$540K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
54+ 5.35% |
$11.8K - $14.6K
|
1.06K
$61.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
53+ 1.48% |
$11.6K - $14.3K
|
3.65K
$212K
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
52+ 2.59% |
$11.4K - $14K
|
2.06K
$120K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
52+ 0.49% |
$11.4K - $14K
|
10.6K
$617K
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
51+ 0.64% |
$11.2K - $13.8K
|
7.97K
$464K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
51+ 0.42% |
$11.2K - $13.8K
|
12.1K
$705K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50+ 0.45% |
$11K - $13.5K
|
11.2K
$653K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
50New |
$11K - $13.5K
|
50
$2.91K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
48+ 11.51% |
$10.5K - $13K
|
465
$27.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
48+ 0.99% |
$10.5K - $13K
|
4.89K
$285K
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
48+ 2.03% |
$10.5K - $13K
|
2.42K
$141K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
48+ 5.4% |
$10.5K - $13K
|
937
$54.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
47+ 587.5% |
$10.3K - $12.7K
|
55
$3.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
47+ 1.34% |
$10.3K - $12.7K
|
3.56K
$207K
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
46+ 1.11% |
$10.1K - $12.4K
|
4.18K
$243K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
46+ 0.37% |
$10.1K - $12.4K
|
12.6K
$731K
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
45+ 2.5% |
$9.86K - $12.2K
|
1.84K
$107K
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
43+ 2.57% |
$9.42K - $11.6K
|
1.72K
$100K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
43+ 3.07% |
$9.42K - $11.6K
|
1.45K
$84.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
42+ 1.56% |
$9.2K - $11.3K
|
2.73K
$159K
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
42+ 0.07% |
$9.2K - $11.3K
|
57.7K
$3.36M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
41+ 0.25% |
$8.98K - $11.1K
|
16.6K
$966K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
41+ 2.51% |
$8.98K - $11.1K
|
1.67K
$97.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.0% |
$8.76K - $10.8K
|
1.3M
$75.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
40+ 0.31% |
$8.76K - $10.8K
|
12.9K
$751K
|
|
|
Nov 19, 2024
Q2 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
39+ 0.61% |
$8.54K - $10.5K
|
6.39K
$372K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
38+ 0.21% |
$8.32K - $10.3K
|
18.4K
$1.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
38New |
$8.32K - $10.3K
|
38
$2.21K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
38+ 0.27% |
$8.32K - $10.3K
|
14.3K
$832K
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
37+ 1.36% |
$8.11K - $9.99K
|
2.76K
$161K
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
37+ 1.59% |
$8.11K - $9.99K
|
2.37K
$138K
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
37+ 1.08% |
$8.11K - $9.99K
|
3.47K
$202K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
36New |
$7.89K - $9.72K
|
36
$2.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
36+ 0.17% |
$7.89K - $9.72K
|
20.8K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 0.04% |
$7.89K - $9.72K
|
94.9K
$5.53M
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
35+ 0.02% |
$7.67K - $9.45K
|
157K
$9.12M
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
35+ 5.98% |
$7.67K - $9.45K
|
620
$36.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Sather Financial Group Inc
|
BUY
|
- |
34+ 0.23% |
$7.45K - $9.18K
|
14.8K
$861K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
34+ 1.98% |
$7.45K - $9.18K
|
1.75K
$102K
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
34+ 3.26% |
$7.45K - $9.18K
|
1.08K
$62.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34+ 0.25% |
$7.45K - $9.18K
|
13.7K
$795K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
34New |
$7.45K - $9.18K
|
34
$1.98K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
33+ 1.02% |
$7.23K - $8.91K
|
3.27K
$190K
|