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 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-35- 62.5% |
$7.67K - $9.45K
|
21
$1.42K
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
SELL
|
- |
-37- 0.6% |
$8.11K - $9.99K
|
6.18K
$417K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-39- 0.09% |
$8.54K - $10.5K
|
45.6K
$3.08M
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-40- 2.37% |
$8.76K - $10.8K
|
1.65K
$111K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-40- 0.28% |
$8.76K - $10.8K
|
14.3K
$967K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-40- 3.07% |
$8.76K - $10.8K
|
1.26K
$85.4K
|
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-40- 0.09% |
$8.76K - $10.8K
|
42.1K
$2.85M
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-42- 6.53% |
$9.2K - $11.3K
|
601
$40.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-42- 0.75% |
$9.2K - $11.3K
|
5.59K
$377K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-42- 4.09% |
$9.2K - $11.3K
|
986
$66.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-44- 0.22% |
$9.64K - $11.9K
|
20.1K
$1.36M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-44- 0.03% |
$9.64K - $11.9K
|
127K
$8.55M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-44- 3.19% |
$9.64K - $11.9K
|
1.34K
$90.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-45- 1.74% |
$9.86K - $12.2K
|
2.54K
$172K
|
|
|
Jul 29, 2022
Q2 2022
|
Client First Capital LLC
|
SELL
|
- |
-45- 0.35% |
$9.86K - $12.2K
|
12.9K
$873K
|
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-46- 14.6% |
$10.1K - $12.4K
|
269
$18.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-46- 0.78% |
$10.1K - $12.4K
|
5.84K
$395K
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-48- 0.1% |
$10.5K - $13K
|
46.8K
$3.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-48- 3.18% |
$10.5K - $13K
|
1.46K
$98.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-48- 1.31% |
$10.5K - $13K
|
3.61K
$244K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-49- 1.37% |
$10.7K - $13.2K
|
3.52K
$238K
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-49- 0.45% |
$10.7K - $13.2K
|
11K
$740K
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-50- 2.74% |
$11K - $13.5K
|
1.78K
$120K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-50- 69.44% |
$11K - $13.5K
|
22
$1.49K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-50- 4.51% |
$11K - $13.5K
|
1.06K
$71.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-50Closed |
$11K - $13.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-50- 1.5% |
$11K - $13.5K
|
3.29K
$222K
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-50- 4.46% |
$11K - $13.5K
|
1.07K
$72.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 0.69% |
$11K - $13.5K
|
7.24K
$489K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-52- 0.82% |
$11.4K - $14K
|
6.27K
$423K
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-52- 15.29% |
$11.4K - $14K
|
288
$19.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-53- 2.25% |
$11.6K - $14.3K
|
2.31K
$156K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-53- 3.48% |
$11.6K - $14.3K
|
1.47K
$99.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-55- 0.12% |
$12K - $14.9K
|
45.8K
$3.09M
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-56- 0.47% |
$12.3K - $15.1K
|
11.9K
$803K
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-56- 4.27% |
$12.3K - $15.1K
|
1.26K
$84.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-57- 5.25% |
$12.5K - $15.4K
|
1.03K
$69.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-58- 2.43% |
$12.7K - $15.7K
|
2.33K
$157K
|
|
|
Aug 12, 2022
Q2 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-59- 1.48% |
$12.9K - $15.9K
|
3.93K
$266K
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
SELL
|
- |
-60- 1.17% |
$13.1K - $16.2K
|
5.05K
$341K
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-61- 2.37% |
$13.4K - $16.5K
|
2.52K
$170K
|
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-62- 1.8% |
$13.6K - $16.7K
|
3.38K
$228K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-62- 4.84% |
$13.6K - $16.7K
|
1.22K
$82.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.43% |
$13.8K - $17K
|
14.6K
$986K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-65- 0.84% |
$14.2K - $17.6K
|
7.66K
$518K
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-65- 0.59% |
$14.2K - $17.6K
|
10.9K
$736K
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
SELL
|
- |
-67- 2.96% |
$14.7K - $18.1K
|
2.2K
$148K
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-67- 0.69% |
$14.7K - $18.1K
|
9.6K
$649K
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-68- 1.67% |
$14.9K - $18.4K
|
4K
$270K
|
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-69- 4.04% |
$15.1K - $18.6K
|
1.64K
$111K
|