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 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.22K- 61.34% |
$486K - $599K
|
1.4K
$94.2K
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.25KClosed |
$493K - $607K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.26K- 55.87% |
$496K - $611K
|
1.79K
$120K
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
SELL
|
- |
-2.28K- 14.85% |
$498K - $614K
|
13K
$878K
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.28K- 2.11% |
$500K - $617K
|
106K
$7.14M
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.3KClosed |
$503K - $621K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.31K- 50.03% |
$507K - $625K
|
2.31K
$156K
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-2.34K- 5.78% |
$512K - $631K
|
38K
$2.56M
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-2.37K- 25.38% |
$519K - $639K
|
6.96K
$469K
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-2.39K- 4.04% |
$523K - $645K
|
56.7K
$3.82M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.39K- 2.76% |
$524K - $645K
|
84.1K
$5.67M
|
|
Aug 03, 2022
Q2 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.42KClosed |
$529K - $653K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-2.45K- 16.03% |
$536K - $660K
|
12.8K
$863K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.47K- 15.42% |
$541K - $667K
|
13.5K
$912K
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.51K- 22.18% |
$549K - $677K
|
8.79K
$592K
|
|
Jul 21, 2022
Q2 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.51K- 16.41% |
$550K - $678K
|
12.8K
$861K
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-2.52KClosed |
$551K - $680K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-2.56K- 23.41% |
$560K - $691K
|
8.37K
$564K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.61K- 2.03% |
$572K - $705K
|
126K
$8.49M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.68K- 19.36% |
$586K - $723K
|
11.1K
$751K
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.69K- 22.09% |
$588K - $725K
|
9.48K
$638K
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-2.71KClosed |
$593K - $731K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
SELL
|
- |
-2.71K- 71.26% |
$593K - $731K
|
1.09K
$73.6K
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-2.83K- 13.41% |
$620K - $764K
|
18.3K
$1.23M
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.91K- 43.72% |
$637K - $785K
|
3.74K
$252K
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-2.93K- 8.28% |
$642K - $791K
|
32.5K
$2.19M
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-3KClosed |
$657K - $810K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-3.02K- 6.56% |
$661K - $815K
|
43K
$2.89M
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.02K- 38.44% |
$661K - $815K
|
4.83K
$325K
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.03K- 1.48% |
$664K - $819K
|
203K
$13.6M
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-3.19K- 54.08% |
$698K - $860K
|
2.71K
$182K
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-3.25K- 2.1% |
$712K - $878K
|
152K
$10.2M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-3.26K- 8.22% |
$713K - $879K
|
36.4K
$2.45M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.27K- 6.23% |
$716K - $882K
|
49.1K
$3.31M
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-3.29K- 73.62% |
$721K - $889K
|
1.18K
$79.4K
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.32K- 3.23% |
$728K - $897K
|
99.6K
$6.71M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.33K- 70.6% |
$730K - $900K
|
1.39K
$93.4K
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.34K- 7.34% |
$731K - $901K
|
42.1K
$2.84M
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.34K- 2.94% |
$731K - $901K
|
110K
$7.42M
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.37KClosed |
$738K - $910K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.38K- 9.57% |
$741K - $914K
|
32K
$2.15M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 25.76% |
$765K - $943K
|
10.1K
$678K
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.51K- 3.78% |
$770K - $949K
|
89.4K
$6.02M
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.56KClosed |
$780K - $961K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.69K- 77.93% |
$809K - $997K
|
1.05K
$70.4K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.71K- 13.57% |
$812K - $1M
|
23.6K
$1.59M
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.74KClosed |
$820K - $1.01M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-3.77KClosed |
$826K - $1.02M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Jvl Associates LLC
|
SELL
|
- |
-3.78K- 8.57% |
$827K - $1.02M
|
40.3K
$2.71M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.78K- 3.54% |
$827K - $1.02M
|
103K
$6.94M
|