Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
121+ 43.53% |
$31K - $33.5K
|
399
$21.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
120+ 0.78% |
$30.8K - $33.2K
|
15.5K
$853K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
120+ 93.02% |
$30.8K - $33.2K
|
249
$13.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
120+ 2.0% |
$30.8K - $33.2K
|
6.12K
$336K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
119+ 6.37% |
$30.5K - $33K
|
1.99K
$109K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
119+ 7.16% |
$30.5K - $33K
|
1.78K
$97.7K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
115+ 37.7% |
$29.5K - $31.9K
|
420
$23K
|
|
|
Feb 13, 2025
Q3 2021
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
115+ 1.76% |
$29.5K - $31.9K
|
6.65K
$365K
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
114+ 10.66% |
$29.2K - $31.6K
|
1.18K
$64.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
108+ 27.41% |
$27.7K - $29.9K
|
502
$27.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
106+ 4.54% |
$27.2K - $29.4K
|
2.44K
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
105+ 0.72% |
$26.9K - $29.1K
|
14.7K
$809K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
104+ 0.47% |
$26.7K - $28.8K
|
22.4K
$1.23M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
101+ 0.41% |
$25.9K - $28K
|
24.4K
$1.34M
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
100+ 1.22% |
$25.6K - $27.7K
|
8.3K
$455K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
97+ 1.49% |
$24.9K - $26.9K
|
6.6K
$362K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
96+ 0.56% |
$24.6K - $26.6K
|
17.1K
$938K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
96+ 0.96% |
$24.6K - $26.6K
|
10.1K
$553K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
96+ 4.25% |
$24.6K - $26.6K
|
2.35K
$129K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
96+ 1.85% |
$24.6K - $26.6K
|
5.27K
$289K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
96+ 0.04% |
$24.6K - $26.6K
|
232K
$12.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
95+ 1.29% |
$24.4K - $26.3K
|
7.46K
$409K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
94+ 5.29% |
$24.1K - $26K
|
1.87K
$103K
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
92+ 3.56% |
$23.6K - $25.5K
|
2.68K
$147K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91+ 3.03% |
$23.3K - $25.2K
|
3.1K
$170K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
88+ 1.78% |
$22.6K - $24.4K
|
5.02K
$276K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
88+ 1.96% |
$22.6K - $24.4K
|
4.59K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
87+ 4.28% |
$22.3K - $24.1K
|
2.12K
$116K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
85+ 7.85% |
$21.8K - $23.5K
|
1.17K
$64.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
83+ 0.86% |
$21.3K - $23K
|
9.77K
$536K
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
83+ 10.1% |
$21.3K - $23K
|
905
$49.6K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
82New |
$21K - $22.7K
|
82
$4.5K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
80+ 2.74% |
$20.5K - $22.2K
|
3K
$164K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
80+ 7.51% |
$20.5K - $22.2K
|
1.15K
$62.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
80+ 0.43% |
$20.5K - $22.2K
|
18.6K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
78+ 2.97% |
$20K - $21.6K
|
2.71K
$148K
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
75+ 0.33% |
$19.2K - $20.8K
|
22.8K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
75+ 12.76% |
$19.2K - $20.8K
|
663
$36.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
75+ 20.0% |
$19.2K - $20.8K
|
450
$24.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
74+ 4.86% |
$19K - $20.5K
|
1.6K
$87.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
74+ 217.65% |
$19K - $20.5K
|
108
$5.92K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.35% |
$18.5K - $19.9K
|
20.6K
$1.13M
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
BUY
|
- |
72+ 0.29% |
$18.5K - $19.9K
|
25.1K
$1.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
72+ 3.55% |
$18.5K - $19.9K
|
2.1K
$115K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
70+ 15.02% |
$18K - $19.4K
|
536
$29.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
69+ 0.45% |
$17.7K - $19.1K
|
15.5K
$851K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
69+ 5.87% |
$17.7K - $19.1K
|
1.25K
$68.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
63+ 3.08% |
$16.2K - $17.5K
|
2.11K
$116K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
62+ 1.07% |
$15.9K - $17.2K
|
5.84K
$320K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
61+ 0.67% |
$15.6K - $16.9K
|
9.2K
$504K
|