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 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.51K- 3.78% |
$770K - $949K
|
89.4K
$5.2M
|
|
|
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
$60.8K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.71K- 13.57% |
$812K - $1M
|
23.6K
$1.37M
|
|
|
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
$2.34M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.78K- 3.54% |
$827K - $1.02M
|
103K
$5.99M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.96K- 1.16% |
$866K - $1.07M
|
338K
$19.6M
|
|
|
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
$3.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.99K- 14.78% |
$873K - $1.08M
|
23K
$1.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.11K- 69.53% |
$900K - $1.11M
|
1.8K
$105K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.15K- 6.98% |
$908K - $1.12M
|
55.2K
$3.21M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.15K- 6.98% |
$908K - $1.12M
|
55.2K
$3.21M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.22K- 3.27% |
$924K - $1.14M
|
125K
$7.25M
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4.25K- 8.0% |
$931K - $1.15M
|
48.9K
$2.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.27K- 8.51% |
$936K - $1.15M
|
45.9K
$2.67M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-4.28K- 1.75% |
$938K - $1.16M
|
240K
$14M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.32K- 3.8% |
$946K - $1.17M
|
109K
$6.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.34K- 2.84% |
$951K - $1.17M
|
149K
$8.65M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.36K- 9.82% |
$954K - $1.18M
|
40K
$2.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.47K- 3.23% |
$980K - $1.21M
|
134K
$7.79M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-4.6K- 29.88% |
$1.01M - $1.24M
|
10.8K
$629K
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.65K- 4.72% |
$1.02M - $1.26M
|
93.8K
$5.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.76K- 16.35% |
$1.04M - $1.28M
|
24.3K
$1.42M
|
|
|
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
$15.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.97K- 2.19% |
$1.09M - $1.34M
|
222K
$12.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.99K- 5.31% |
$1.09M - $1.35M
|
89K
$5.18M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.07K- 7.11% |
$1.11M - $1.37M
|
66.3K
$3.86M
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.08K- 50.67% |
$1.11M - $1.37M
|
4.95K
$288K
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
SELL
|
- |
-5.15K- 51.91% |
$1.13M - $1.39M
|
4.77K
$277K
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.25K- 2.76% |
$1.15M - $1.42M
|
185K
$10.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.36K- 28.27% |
$1.17M - $1.45M
|
13.6K
$791K
|
|
|
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
$8.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-5.66K- 45.95% |
$1.24M - $1.53M
|
6.66K
$388K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.72K- 41.84% |
$1.25M - $1.55M
|
7.95K
$463K
|
|
|
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
$336K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-6.01K- 22.42% |
$1.32M - $1.62M
|
20.8K
$1.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.21K- 41.74% |
$1.36M - $1.68M
|
8.67K
$505K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.24K- 18.33% |
$1.37M - $1.69M
|
27.8K
$1.62M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.3K- 93.54% |
$1.38M - $1.7M
|
435
$25.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.36K- 2.4% |
$1.39M - $1.72M
|
259K
$15.1M
|
|
|
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
$33.9M
|