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
|
Ifg Advisors, LLC
|
BUY
|
- |
2.57K+ 21.51% |
$562K - $693K
|
14.5K
$979K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.56K+ 0.57% |
$561K - $692K
|
450K
$30.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.54K+ 9.87% |
$556K - $686K
|
28.3K
$1.91M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.52K+ 8.62% |
$553K - $682K
|
31.8K
$2.15M
|
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
BUY
|
- |
2.51K+ 0.35% |
$549K - $677K
|
720K
$48.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.49K+ 12.34% |
$545K - $672K
|
22.7K
$1.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Human Investing LLC
|
BUY
|
- |
2.49K+ 3.21% |
$545K - $672K
|
79.9K
$5.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.49K+ 8.28% |
$545K - $672K
|
32.6K
$2.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.43K+ 45.18% |
$532K - $656K
|
7.81K
$527K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.41KNew |
$529K - $652K
|
2.41K
$163K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.34K+ 19.31% |
$512K - $631K
|
14.4K
$976K
|
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.29K+ 5.46% |
$501K - $618K
|
44.2K
$2.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.25K+ 12.67% |
$493K - $607K
|
20K
$1.35M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.21K+ 12.11% |
$484K - $597K
|
20.5K
$1.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.21K+ 11.62% |
$484K - $596K
|
21.2K
$1.43M
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.19K+ 23.48% |
$479K - $591K
|
11.5K
$777K
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.18K+ 5.91% |
$478K - $590K
|
39.1K
$2.64M
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.18K+ 25.98% |
$478K - $589K
|
10.6K
$714K
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.18K+ 4.11% |
$476K - $587K
|
55.1K
$3.72M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.14K+ 5.26% |
$469K - $578K
|
42.8K
$2.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.13K+ 19.16% |
$467K - $576K
|
13.3K
$896K
|
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.12K+ 2.33% |
$465K - $574K
|
93.3K
$6.31M
|
|
|
Nov 16, 2023
Q2 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2.11K+ 12.69% |
$461K - $569K
|
18.7K
$1.26M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.08K+ 3.4% |
$457K - $563K
|
63.3K
$4.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.07K+ 6.98% |
$453K - $558K
|
31.7K
$2.14M
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 13.07% |
$448K - $553K
|
17.7K
$1.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.02KNew |
$442K - $544K
|
2.02K
$136K
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
BUY
|
- |
2K+ 33.31% |
$438K - $540K
|
8K
$540K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.99K+ 29.75% |
$436K - $537K
|
8.68K
$586K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.98K+ 35.44% |
$433K - $534K
|
7.56K
$511K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.97KNew |
$432K - $532K
|
1.97K
$133K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.96K+ 68.43% |
$430K - $530K
|
4.83K
$326K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
1.94K+ 5.72% |
$424K - $523K
|
35.8K
$2.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
1.93KNew |
$424K - $522K
|
1.93K
$131K
|
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
1.92KNew |
$421K - $519K
|
1.92K
$130K
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.91K+ 5.24% |
$418K - $516K
|
38.4K
$2.59M
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.88K+ 2.22% |
$413K - $509K
|
86.5K
$5.84M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.87K+ 10.04% |
$410K - $506K
|
20.5K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.87K+ 30.36% |
$409K - $504K
|
8.02K
$541K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.86K+ 194.67% |
$408K - $503K
|
2.82K
$190K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
1.86K+ 3.57% |
$407K - $501K
|
53.9K
$3.64M
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.85K+ 55.59% |
$405K - $500K
|
5.18K
$350K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1.84K+ 2.28% |
$403K - $497K
|
82.5K
$5.57M
|
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
1.84KNew |
$403K - $496K
|
1.84K
$124K
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 21.14% |
$392K - $483K
|
10.3K
$693K
|
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.79K+ 55.74% |
$391K - $482K
|
4.99K
$337K
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.78K+ 5.09% |
$390K - $481K
|
36.8K
$2.49M
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.78K+ 1.6% |
$389K - $480K
|
113K
$7.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.77K+ 11.32% |
$387K - $477K
|
17.4K
$1.17M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.77K+ 11.32% |
$387K - $477K
|
17.4K
$1.17M
|