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
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.27K+ 5.59% |
$277K - $342K
|
23.9K
$1.62M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.27K+ 1.65% |
$277K - $342K
|
78K
$5.27M
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.26K+ 5.58% |
$277K - $341K
|
23.9K
$1.62M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.26K+ 94.65% |
$275K - $339K
|
2.58K
$174K
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.25K+ 6.76% |
$274K - $338K
|
19.7K
$1.33M
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.25K+ 0.99% |
$274K - $338K
|
127K
$8.61M
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.25KNew |
$273K - $337K
|
1.25K
$84.3K
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
1.24K+ 1.17% |
$272K - $335K
|
108K
$7.28M
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.23K+ 1.0% |
$269K - $332K
|
124K
$8.37M
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
1.23KNew |
$268K - $331K
|
1.23K
$82.7K
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.22K+ 2.32% |
$267K - $329K
|
53.7K
$3.62M
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 3.26% |
$266K - $328K
|
38.4K
$2.6M
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
1.2K+ 15.48% |
$264K - $325K
|
8.98K
$607K
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.19KNew |
$260K - $321K
|
1.19K
$80.2K
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.18K+ 0.25% |
$259K - $319K
|
470K
$31.8M
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
BUY
|
- |
1.17KNew |
$257K - $317K
|
1.17K
$79.2K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.17K+ 3.22% |
$255K - $315K
|
37.4K
$2.53M
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.17K+ 10.84% |
$255K - $315K
|
11.9K
$804K
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.16K+ 2.55% |
$255K - $314K
|
46.7K
$3.16M
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.16KNew |
$254K - $313K
|
1.16K
$78.2K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.15K+ 6.71% |
$252K - $311K
|
18.3K
$1.24M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.15K+ 0.27% |
$251K - $310K
|
432K
$29.2M
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.13K+ 12.95% |
$248K - $306K
|
9.89K
$668K
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.13K+ 5.36% |
$247K - $304K
|
22.2K
$1.5M
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
1.13K+ 3.29% |
$246K - $304K
|
35.3K
$2.39M
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.12K+ 3.27% |
$246K - $303K
|
35.5K
$2.39M
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.12K+ 1.53% |
$245K - $302K
|
74.6K
$5.04M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.12K+ 52.57% |
$244K - $301K
|
3.24K
$219K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.11K+ 110.08% |
$244K - $301K
|
2.13K
$144K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.11K+ 124.33% |
$243K - $300K
|
2K
$135K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.11KNew |
$242K - $299K
|
1.11K
$74.7K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.09K+ 17.73% |
$240K - $295K
|
7.26K
$491K
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.08K+ 7.64% |
$236K - $290K
|
15.2K
$1.02M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.07K+ 43.49% |
$234K - $289K
|
3.53K
$238K
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.06KNew |
$233K - $287K
|
1.06K
$71.9K
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.06K+ 14.95% |
$231K - $285K
|
8.12K
$548K
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.06KNew |
$231K - $285K
|
1.06K
$71.3K
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.05K+ 0.05% |
$231K - $285K
|
2.04M
$138M
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.04KNew |
$228K - $281K
|
1.04K
$70.2K
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.03KNew |
$226K - $279K
|
1.03K
$69.7K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.02K+ 12.95% |
$224K - $276K
|
8.92K
$603K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.02K+ 2.42% |
$223K - $275K
|
43.1K
$2.91M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$223K - $275K
|
1.02K
$68.8K
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.01K+ 2.94% |
$222K - $274K
|
35.5K
$2.4M
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.01K+ 1.38% |
$221K - $272K
|
73.9K
$4.99M
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
987+ 0.97% |
$216K - $267K
|
102K
$6.91M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
982+ 0.56% |
$215K - $265K
|
177K
$12M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
977New |
$214K - $264K
|
977
$66K
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
971+ 6.14% |
$213K - $262K
|
16.8K
$1.13M
|
|
Jul 18, 2022
Q2 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
961New |
$211K - $260K
|
961
$64.9K
|