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 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-553Closed |
$121K - $149K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-555- 13.82% |
$122K - $150K
|
3.46K
$233K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-560- 2.27% |
$123K - $151K
|
24.1K
$1.63M
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-560- 25.28% |
$123K - $151K
|
1.66K
$111K
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-574- 16.37% |
$126K - $155K
|
2.93K
$198K
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-577- 15.03% |
$126K - $156K
|
3.26K
$220K
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-584- 1.94% |
$128K - $158K
|
29.5K
$1.99M
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-585- 18.24% |
$128K - $158K
|
2.62K
$177K
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-590- 2.58% |
$129K - $159K
|
22.3K
$1.5M
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-608- 2.42% |
$133K - $164K
|
24.5K
$1.65M
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-615- 7.61% |
$135K - $166K
|
7.47K
$503K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-616- 6.06% |
$135K - $166K
|
9.55K
$643K
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-619- 6.42% |
$136K - $167K
|
9.02K
$607K
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-619- 5.8% |
$136K - $167K
|
10.1K
$677K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-621- 12.11% |
$136K - $168K
|
4.51K
$304K
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-622- 0.96% |
$136K - $168K
|
63.9K
$4.3M
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-639- 15.34% |
$140K - $173K
|
3.53K
$238K
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-651- 3.7% |
$143K - $176K
|
17K
$1.14M
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-665- 19.53% |
$146K - $180K
|
2.74K
$185K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-675- 31.34% |
$148K - $182K
|
1.48K
$99.6K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-682- 8.5% |
$149K - $184K
|
7.35K
$495K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-682- 50.0% |
$149K - $184K
|
682
$45.9K
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-687- 1.87% |
$151K - $186K
|
36.1K
$2.43M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-711- 29.31% |
$156K - $192K
|
1.72K
$116K
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-720- 3.12% |
$158K - $194K
|
22.4K
$1.51M
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-732Closed |
$160K - $198K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-739- 1.09% |
$162K - $200K
|
66.8K
$4.5M
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-748- 20.08% |
$164K - $202K
|
2.98K
$201K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-748- 17.81% |
$164K - $202K
|
3.45K
$233K
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-749Closed |
$164K - $202K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-750Closed |
$164K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-752- 2.58% |
$165K - $203K
|
28.4K
$1.91M
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-759Closed |
$166K - $205K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-760Closed |
$166K - $205K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-761Closed |
$167K - $206K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-766Closed |
$168K - $207K
|
0
$0
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-768- 77.97% |
$168K - $207K
|
217
$14.6K
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-771- 44.8% |
$169K - $208K
|
950
$64K
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-775Closed |
$170K - $209K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-778- 1.58% |
$170K - $210K
|
48.6K
$3.27M
|
|
Jul 19, 2022
Q2 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-788Closed |
$173K - $213K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-788Closed |
$173K - $213K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-790Closed |
$173K - $213K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-801Closed |
$175K - $216K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-802- 25.8% |
$176K - $217K
|
2.31K
$155K
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-804- 9.27% |
$176K - $217K
|
7.87K
$530K
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-806Closed |
$177K - $218K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-806- 2.19% |
$177K - $218K
|
36K
$2.43M
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-807Closed |
$177K - $218K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-808Closed |
$177K - $218K
|
0
$0
|