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 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-257- 8.96% |
$56.3K - $69.4K
|
2.61K
$176K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-258- 2.25% |
$56.5K - $69.7K
|
11.2K
$758K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
SELL
|
- |
-263- 4.57% |
$57.6K - $71K
|
5.49K
$371K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-266- 13.12% |
$58.3K - $71.8K
|
1.76K
$119K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-270- 1.35% |
$59.1K - $72.9K
|
19.8K
$1.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-272- 0.25% |
$59.6K - $73.5K
|
107K
$7.26M
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-277- 4.64% |
$60.7K - $74.8K
|
5.69K
$385K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-287- 1.85% |
$62.9K - $77.5K
|
15.2K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-288- 5.13% |
$63.1K - $77.8K
|
5.32K
$360K
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-289- 1.48% |
$63.3K - $78.1K
|
19.3K
$1.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-289- 9.96% |
$63.3K - $78.1K
|
2.61K
$176K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-293- 3.77% |
$64.2K - $79.1K
|
7.48K
$505K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-293- 22.64% |
$64.2K - $79.1K
|
1K
$67.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-294- 8.91% |
$64.4K - $79.4K
|
3.01K
$203K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-295- 0.62% |
$64.6K - $79.7K
|
47.6K
$3.21M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-296- 7.02% |
$64.8K - $79.9K
|
3.92K
$265K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-296- 0.52% |
$64.8K - $79.9K
|
56.6K
$3.82M
|
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
SELL
|
- |
-298- 4.92% |
$65.3K - $80.5K
|
5.75K
$389K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-300- 2.46% |
$65.7K - $81K
|
11.9K
$804K
|
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-305- 5.6% |
$66.8K - $82.4K
|
5.15K
$348K
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-305- 3.01% |
$66.8K - $82.4K
|
9.83K
$664K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-309- 2.36% |
$67.7K - $83.5K
|
12.8K
$864K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-310- 11.4% |
$67.9K - $83.7K
|
2.41K
$163K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-310- 3.51% |
$67.9K - $83.7K
|
8.53K
$576K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-312- 67.1% |
$68.3K - $84.3K
|
153
$10.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-312- 19.33% |
$68.3K - $84.3K
|
1.3K
$88K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-314- 1.65% |
$68.8K - $84.8K
|
18.8K
$1.27M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-315- 18.25% |
$69K - $85.1K
|
1.41K
$95.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-320- 6.39% |
$70.1K - $86.4K
|
4.69K
$317K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-324- 1.21% |
$71K - $87.5K
|
26.5K
$1.79M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-325- 0.32% |
$71.2K - $87.8K
|
100K
$6.77M
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-325- 70.96% |
$71.2K - $87.8K
|
133
$8.98K
|
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
SELL
|
- |
-329- 2.46% |
$72.1K - $88.9K
|
13K
$881K
|
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-329- 0.6% |
$72.1K - $88.9K
|
54.6K
$3.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-331- 5.65% |
$72.5K - $89.4K
|
5.53K
$374K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-334- 6.99% |
$73.2K - $90.2K
|
4.44K
$300K
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-335- 15.1% |
$73.4K - $90.5K
|
1.88K
$127K
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-336- 9.14% |
$73.6K - $90.7K
|
3.34K
$226K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-338Closed |
$74K - $91.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-342- 11.99% |
$74.9K - $92.4K
|
2.51K
$170K
|
|
|
Aug 04, 2022
Q2 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-347- 0.75% |
$76K - $93.7K
|
46.2K
$3.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-350- 21.78% |
$76.7K - $94.5K
|
1.26K
$84.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-353- 7.67% |
$77.3K - $95.3K
|
4.25K
$287K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-361- 4.61% |
$79.1K - $97.5K
|
7.47K
$504K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-361- 7.95% |
$79.1K - $97.5K
|
4.18K
$282K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-363- 3.32% |
$79.5K - $98K
|
10.6K
$713K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-365- 96.31% |
$80K - $98.6K
|
14
$946
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-372- 0.96% |
$81.5K - $100K
|
38.6K
$2.6M
|
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-378- 1.85% |
$82.8K - $102K
|
20K
$1.35M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-380- 1.27% |
$83.2K - $103K
|
29.6K
$2M
|