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
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-112- 5.8% |
$24.5K - $30.2K
|
1.82K
$123K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-113- 0.3% |
$24.8K - $30.5K
|
38.2K
$2.58M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-114- 17.7% |
$25K - $30.8K
|
530
$35.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-114- 0.1% |
$25K - $30.8K
|
111K
$7.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-119- 0.9% |
$26.1K - $32.1K
|
13K
$881K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-119- 9.92% |
$26.1K - $32.1K
|
1.08K
$73K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-123- 0.76% |
$26.9K - $33.2K
|
16.1K
$1.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-124- 2.38% |
$27.2K - $33.5K
|
5.08K
$343K
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-125- 4.25% |
$27.4K - $33.8K
|
2.81K
$190K
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-125- 0.31% |
$27.4K - $33.8K
|
40.3K
$2.72M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-127- 7.25% |
$27.8K - $34.3K
|
1.62K
$110K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-128- 14.05% |
$28K - $34.6K
|
783
$52.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-129- 8.84% |
$28.3K - $34.8K
|
1.33K
$89.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-129- 1.23% |
$28.3K - $34.8K
|
10.4K
$700K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-130- 1.38% |
$28.5K - $35.1K
|
9.32K
$629K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-130Closed |
$28.5K - $35.1K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-134- 1.86% |
$29.4K - $36.2K
|
7.09K
$479K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-135- 5.55% |
$29.6K - $36.5K
|
2.3K
$155K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-135- 2.28% |
$29.6K - $36.5K
|
5.78K
$390K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-137Closed |
$30K - $37K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers Trust CO
|
SELL
|
- |
-137- 1.1% |
$30K - $37K
|
12.3K
$834K
|
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-139- 2.85% |
$30.5K - $37.5K
|
4.74K
$320K
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-139- 3.33% |
$30.5K - $37.5K
|
4.03K
$272K
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-141- 1.99% |
$30.9K - $38.1K
|
6.95K
$470K
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-143- 1.0% |
$31.3K - $38.6K
|
14.2K
$958K
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-143- 0.44% |
$31.3K - $38.6K
|
32.4K
$2.19M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-143- 7.74% |
$31.3K - $38.6K
|
1.7K
$115K
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-144- 4.07% |
$31.5K - $38.9K
|
3.39K
$229K
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-145- 2.3% |
$31.8K - $39.2K
|
6.17K
$417K
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-146- 79.78% |
$32K - $39.4K
|
37
$2.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-146- 10.1% |
$32K - $39.4K
|
1.3K
$87.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-147- 0.86% |
$32.2K - $39.7K
|
17K
$1.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-148- 9.32% |
$32.4K - $40K
|
1.44K
$97.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-149- 7.23% |
$32.6K - $40.2K
|
1.91K
$129K
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-149- 8.95% |
$32.6K - $40.2K
|
1.52K
$102K
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-150- 5.92% |
$32.9K - $40.5K
|
2.39K
$161K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-150- 12.2% |
$32.9K - $40.5K
|
1.08K
$73K
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-151- 1.49% |
$33.1K - $40.8K
|
9.99K
$675K
|
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-152- 2.28% |
$33.3K - $41.1K
|
6.52K
$440K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-153- 1.03% |
$33.5K - $41.3K
|
14.8K
$998K
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-154- 3.01% |
$33.7K - $41.6K
|
4.95K
$335K
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-155- 8.49% |
$34K - $41.9K
|
1.67K
$113K
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-157- 2.82% |
$34.4K - $42.4K
|
5.41K
$366K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-159- 0.66% |
$34.8K - $42.9K
|
23.9K
$1.62M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-161- 5.82% |
$35.3K - $43.5K
|
2.61K
$176K
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-163- 4.38% |
$35.7K - $44K
|
3.56K
$240K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-163- 2.33% |
$35.7K - $44K
|
6.82K
$461K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-163- 0.64% |
$35.7K - $44K
|
25.3K
$1.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-164Closed |
$35.9K - $44.3K
|
0
$0
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-166- 2.92% |
$36.4K - $44.8K
|
5.53K
$373K
|