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 20, 2022
Q2 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
13.1K+ 22.0% |
$2.87M - $3.53M
|
72.6K
$4.9M
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
13K+ 6.67% |
$2.86M - $3.52M
|
209K
$14.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
12.7KNew |
$2.78M - $3.43M
|
12.7K
$857K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12.5K+ 25.37% |
$2.73M - $3.36M
|
61.5K
$4.16M
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.4K+ 13.16% |
$2.71M - $3.35M
|
107K
$7.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12.2K+ 14.64% |
$2.68M - $3.3M
|
95.7K
$6.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.9K+ 13.16% |
$2.61M - $3.22M
|
103K
$6.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.9KNew |
$2.61M - $3.22M
|
11.9K
$805K
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
11.8K+ 69.29% |
$2.59M - $3.19M
|
28.9K
$1.95M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
11.8K+ 12.65% |
$2.58M - $3.18M
|
105K
$7.07M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.6K+ 2.65% |
$2.55M - $3.14M
|
450K
$30.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 203.0% |
$2.49M - $3.08M
|
17K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 9.29% |
$2.45M - $3.02M
|
131K
$8.88M
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11.2K+ 39.67% |
$2.44M - $3.01M
|
39.3K
$2.65M
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
11.1K+ 11.04% |
$2.43M - $3M
|
112K
$7.55M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.1K+ 5.98% |
$2.42M - $2.99M
|
196K
$13.3M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.1K+ 14.7% |
$2.42M - $2.99M
|
86.3K
$5.83M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
11K+ 16.52% |
$2.4M - $2.96M
|
77.3K
$5.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.7K+ 7.68% |
$2.35M - $2.9M
|
151K
$10.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
10.3K+ 18.68% |
$2.26M - $2.79M
|
65.7K
$4.44M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10K+ 5.43% |
$2.19M - $2.7M
|
194K
$13.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
9.85K+ 79.14% |
$2.16M - $2.66M
|
22.3K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.76K+ 6.17% |
$2.14M - $2.64M
|
168K
$11.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.54K+ 1.65% |
$2.09M - $2.58M
|
588K
$39.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.49K+ 0.08% |
$2.08M - $2.56M
|
11.9M
$803M
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.47K+ 89.81% |
$2.07M - $2.56M
|
20K
$1.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.39KNew |
$2.06M - $2.54M
|
9.39K
$635K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
9.27K+ 17.25% |
$2.03M - $2.5M
|
63K
$4.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
9.22K+ 44.99% |
$2.02M - $2.49M
|
29.7K
$2.01M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.71K+ 6.31% |
$1.91M - $2.35M
|
147K
$9.91M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.56K+ 20865.85% |
$1.87M - $2.31M
|
8.6K
$581K
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
8.43K+ 14.82% |
$1.85M - $2.28M
|
65.3K
$4.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.29K+ 11.99% |
$1.82M - $2.24M
|
77.4K
$5.23M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
8.2K+ 9.22% |
$1.8M - $2.21M
|
97.1K
$6.56M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
8.1K+ 10.98% |
$1.77M - $2.19M
|
81.9K
$5.53M
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
8.07K+ 6.76% |
$1.77M - $2.18M
|
127K
$8.61M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
8.06K+ 28.62% |
$1.77M - $2.18M
|
36.2K
$2.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
8.03KNew |
$1.76M - $2.17M
|
8.03K
$542K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8KNew |
$1.75M - $2.16M
|
8K
$540K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8KNew |
$1.75M - $2.16M
|
8K
$540K
|
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
7.9K+ 60.41% |
$1.73M - $2.13M
|
21K
$1.42M
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
7.68K+ 55.77% |
$1.68M - $2.07M
|
21.4K
$1.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
7.61KNew |
$1.67M - $2.05M
|
7.61K
$514K
|
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.56KNew |
$1.66M - $2.04M
|
7.56K
$510K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.18K+ 4.02% |
$1.57M - $1.94M
|
186K
$12.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
7.06KNew |
$1.55M - $1.91M
|
7.06K
$477K
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.03K+ 2.11% |
$1.54M - $1.9M
|
340K
$23M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6.79K+ 469.57% |
$1.49M - $1.83M
|
8.24K
$556K
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
6.76K+ 17.34% |
$1.48M - $1.83M
|
45.8K
$3.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.76K+ 5.24% |
$1.48M - $1.83M
|
136K
$9.17M
|