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 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.93K+ 5.27% |
$860K - $1.06M
|
78.4K
$5.29M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
3.88K+ 1.54% |
$850K - $1.05M
|
257K
$17.3M
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.86K+ 5.34% |
$846K - $1.04M
|
76.2K
$5.15M
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.74K+ 26.06% |
$819K - $1.01M
|
18.1K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.72K+ 39.51% |
$816K - $1.01M
|
13.1K
$888K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
3.72K+ 7.38% |
$815K - $1M
|
54.1K
$3.65M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.72K+ 2.53% |
$814K - $1M
|
151K
$10.2M
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.71K+ 87.05% |
$813K - $1M
|
7.97K
$539K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.7K+ 4.3% |
$811K - $1M
|
89.8K
$6.07M
|
|
Jul 15, 2022
Q2 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.66K+ 1.77% |
$801K - $988K
|
211K
$14.2M
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.64K+ 1421.09% |
$797K - $983K
|
3.89K
$263K
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
3.62K+ 5.76% |
$793K - $978K
|
66.5K
$4.49M
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 49.73% |
$793K - $977K
|
10.9K
$736K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.6K+ 116.13% |
$789K - $972K
|
6.7K
$453K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.51K+ 5.65% |
$770K - $949K
|
65.7K
$4.44M
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.43K+ 3.52% |
$752K - $927K
|
101K
$6.82M
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.42KNew |
$749K - $924K
|
3.42K
$231K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.42K+ 65.67% |
$748K - $923K
|
8.62K
$582K
|
|
Aug 12, 2022
Q2 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.38K+ 14.29% |
$740K - $913K
|
27K
$1.83M
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.35K+ 42.55% |
$734K - $904K
|
11.2K
$758K
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.28KNew |
$717K - $885K
|
3.28K
$221K
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.2K+ 2.42% |
$700K - $863K
|
135K
$9.14M
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.19K+ 1.39% |
$699K - $862K
|
232K
$15.7M
|
|
Jul 29, 2022
Q2 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
3.18K+ 0.36% |
$697K - $859K
|
894K
$60.4M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.13K+ 0.88% |
$687K - $846K
|
361K
$24.4M
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.13K+ 2.4% |
$686K - $846K
|
134K
$9.02M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.08K+ 10.83% |
$675K - $833K
|
31.5K
$2.13M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.98KNew |
$653K - $805K
|
2.98K
$201K
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$648K - $799K
|
2.96K
$200K
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.95K+ 8.18% |
$645K - $796K
|
39K
$2.63M
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.92K+ 7.71% |
$639K - $788K
|
40.7K
$2.75M
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.9K+ 28.25% |
$636K - $784K
|
13.2K
$890K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.9K+ 25.59% |
$636K - $784K
|
14.2K
$962K
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.9K+ 1767.07% |
$635K - $783K
|
3.06K
$207K
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.89KNew |
$633K - $781K
|
2.89K
$195K
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.87K+ 169.5% |
$629K - $776K
|
4.57K
$309K
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.84KNew |
$622K - $767K
|
2.84K
$192K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.83KNew |
$620K - $765K
|
2.83K
$191K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.83K+ 23.94% |
$619K - $764K
|
14.6K
$989K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.82K+ 7.06% |
$618K - $762K
|
42.8K
$2.89M
|
|
Aug 12, 2022
Q2 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.81K+ 7.04% |
$616K - $759K
|
42.8K
$2.89M
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
2.77K+ 3.14% |
$607K - $749K
|
91.1K
$6.15M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.77K+ 5.25% |
$606K - $748K
|
55.5K
$3.75M
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.72K+ 1.16% |
$596K - $735K
|
237K
$16M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.71K+ 28.63% |
$594K - $733K
|
12.2K
$823K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.64K+ 5.92% |
$579K - $713K
|
47.2K
$3.19M
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
2.64K+ 5.78% |
$578K - $713K
|
48.3K
$3.26M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 21.02% |
$578K - $712K
|
15.2K
$1.03M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.6K+ 13.59% |
$569K - $702K
|
21.7K
$1.47M
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.59K+ 228.94% |
$567K - $699K
|
3.72K
$251K
|