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 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.96K- 1.16% |
$866K - $1.07M
|
338K
$22.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
SELL
|
- |
-3.96KClosed |
$868K - $1.07M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.98K- 6.15% |
$872K - $1.08M
|
60.7K
$4.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.99K- 14.78% |
$873K - $1.08M
|
23K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.11K- 69.53% |
$900K - $1.11M
|
1.8K
$121K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.15K- 6.98% |
$908K - $1.12M
|
55.2K
$3.72M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.15K- 6.98% |
$908K - $1.12M
|
55.2K
$3.72M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.22K- 3.27% |
$924K - $1.14M
|
125K
$8.39M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4.25K- 8.0% |
$931K - $1.15M
|
48.9K
$3.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.27K- 8.51% |
$936K - $1.15M
|
45.9K
$3.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-4.28K- 1.75% |
$938K - $1.16M
|
240K
$16.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.32K- 3.8% |
$946K - $1.17M
|
109K
$7.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.34K- 2.84% |
$951K - $1.17M
|
149K
$10M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.36K- 9.82% |
$954K - $1.18M
|
40K
$2.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.47K- 3.23% |
$980K - $1.21M
|
134K
$9.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.6K- 29.88% |
$1.01M - $1.24M
|
10.8K
$728K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.65K- 4.72% |
$1.02M - $1.26M
|
93.8K
$6.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.76K- 16.35% |
$1.04M - $1.28M
|
24.3K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.85KClosed |
$1.06M - $1.31M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.86K- 1.78% |
$1.06M - $1.31M
|
269K
$18.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.97K- 2.19% |
$1.09M - $1.34M
|
222K
$14.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.99K- 5.31% |
$1.09M - $1.35M
|
89K
$5.99M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.07K- 7.11% |
$1.11M - $1.37M
|
66.3K
$4.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.08K- 50.67% |
$1.11M - $1.37M
|
4.95K
$333K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-5.15K- 51.91% |
$1.13M - $1.39M
|
4.77K
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.25K- 2.76% |
$1.15M - $1.42M
|
185K
$12.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.36K- 28.27% |
$1.17M - $1.45M
|
13.6K
$916K
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.44KClosed |
$1.19M - $1.47M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-5.57K- 3.78% |
$1.22M - $1.5M
|
142K
$9.56M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5.66K- 45.95% |
$1.24M - $1.53M
|
6.66K
$449K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.72K- 41.84% |
$1.25M - $1.55M
|
7.95K
$536K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.84KClosed |
$1.28M - $1.58M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-5.89KClosed |
$1.29M - $1.59M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5.91KClosed |
$1.29M - $1.6M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.01K- 50.99% |
$1.32M - $1.62M
|
5.78K
$389K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.01K- 22.42% |
$1.32M - $1.62M
|
20.8K
$1.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.21K- 41.74% |
$1.36M - $1.68M
|
8.67K
$584K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.24K- 18.33% |
$1.37M - $1.69M
|
27.8K
$1.87M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.3K- 93.54% |
$1.38M - $1.7M
|
435
$29.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.36K- 2.4% |
$1.39M - $1.72M
|
259K
$17.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.41KClosed |
$1.4M - $1.73M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-6.73K- 1.14% |
$1.47M - $1.82M
|
583K
$39.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-6.77K- 64.29% |
$1.48M - $1.83M
|
3.76K
$253K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.04K- 6.83% |
$1.54M - $1.9M
|
96K
$6.47M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.08K- 62.55% |
$1.55M - $1.91M
|
4.24K
$285K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-7.14K- 10.7% |
$1.56M - $1.93M
|
59.6K
$4.01M
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-7.17K- 17.12% |
$1.57M - $1.94M
|
34.7K
$2.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.23K- 50.43% |
$1.58M - $1.95M
|
7.1K
$478K
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-7.23K- 14.94% |
$1.58M - $1.95M
|
41.1K
$2.77M
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.33K- 8.11% |
$1.61M - $1.98M
|
83.1K
$5.6M
|