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 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-69- 0.52% |
$15.1K - $18.6K
|
13.2K
$891K
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-70- 0.3% |
$15.3K - $18.9K
|
23.6K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 0.37% |
$15.3K - $18.9K
|
19.1K
$1.29M
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-71Closed |
$15.6K - $19.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-71- 0.91% |
$15.6K - $19.2K
|
7.71K
$521K
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-74- 1.05% |
$16.2K - $20K
|
6.97K
$471K
|
|
Jul 18, 2022
Q2 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-74- 2.58% |
$16.2K - $20K
|
2.8K
$189K
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-74- 1.14% |
$16.2K - $20K
|
6.44K
$435K
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-74- 1.94% |
$16.2K - $20K
|
3.74K
$253K
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-75- 3.86% |
$16.4K - $20.3K
|
1.87K
$126K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-75- 1.54% |
$16.4K - $20.3K
|
4.8K
$324K
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-78- 0.51% |
$17.1K - $21.1K
|
15.2K
$1.03M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-79- 4.94% |
$17.3K - $21.3K
|
1.52K
$103K
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-79- 3.2% |
$17.3K - $21.3K
|
2.39K
$162K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-79- 18.29% |
$17.3K - $21.3K
|
353
$23.8K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-80- 1.78% |
$17.5K - $21.6K
|
4.42K
$299K
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-80- 1.32% |
$17.5K - $21.6K
|
6K
$405K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-82- 1.08% |
$18K - $22.1K
|
7.53K
$509K
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-83- 5.0% |
$18.2K - $22.4K
|
1.58K
$106K
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-84- 1.75% |
$18.4K - $22.7K
|
4.72K
$319K
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-85- 0.28% |
$18.6K - $23K
|
30.5K
$2.06M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-86- 0.55% |
$18.8K - $23.2K
|
15.7K
$1.06M
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
SELL
|
- |
-87- 1.75% |
$19.1K - $23.5K
|
4.88K
$330K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-87- 2.91% |
$19.1K - $23.5K
|
2.9K
$196K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-87- 3.92% |
$19.1K - $23.5K
|
2.13K
$144K
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-88- 3.94% |
$19.3K - $23.8K
|
2.15K
$145K
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
SELL
|
- |
-88- 4.89% |
$19.3K - $23.8K
|
1.71K
$116K
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-89- 94.68% |
$19.5K - $24K
|
5
$338
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-92- 29.58% |
$20.2K - $24.8K
|
219
$14.8K
|
|
Oct 23, 2024
Q2 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-94- 7.29% |
$20.6K - $25.4K
|
1.2K
$80.7K
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-95- 6.3% |
$20.8K - $25.7K
|
1.41K
$95.4K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-95- 5.96% |
$20.8K - $25.7K
|
1.5K
$101K
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-96- 0.56% |
$21K - $25.9K
|
17K
$1.15M
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-99- 3.22% |
$21.7K - $26.7K
|
2.97K
$201K
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-100- 50.0% |
$21.9K - $27K
|
100
$6.76K
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-100- 0.12% |
$21.9K - $27K
|
82.3K
$5.56M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.64% |
$21.9K - $27K
|
15.5K
$1.04M
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-100- 1.15% |
$21.9K - $27K
|
8.6K
$581K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 3.98% |
$21.9K - $27K
|
2.41K
$163K
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-101- 0.82% |
$22.1K - $27.3K
|
12.3K
$828K
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-101- 2.12% |
$22.1K - $27.3K
|
4.66K
$315K
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-101- 5.04% |
$22.1K - $27.3K
|
1.9K
$128K
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-102- 48.57% |
$22.3K - $27.5K
|
108
$7.3K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-105- 0.64% |
$23K - $28.4K
|
16.3K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-106- 0.72% |
$23.2K - $28.6K
|
14.6K
$984K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-107- 1.36% |
$23.4K - $28.9K
|
7.76K
$524K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-109- 7.11% |
$23.9K - $29.4K
|
1.42K
$96.2K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-109- 5.03% |
$23.9K - $29.4K
|
2.06K
$139K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-109- 1.59% |
$23.9K - $29.4K
|
6.75K
$456K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-112- 3.79% |
$24.5K - $30.2K
|
2.85K
$192K
|