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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
57+ 1.04% |
$14.6K - $15.8K
|
5.55K
$348K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
56+ 1.57% |
$14.4K - $15.5K
|
3.63K
$228K
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
56+ 0.15% |
$14.4K - $15.5K
|
37.5K
$2.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
54+ 6.42% |
$13.8K - $15K
|
895
$56.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
53+ 5.77% |
$13.6K - $14.7K
|
972
$60.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
53+ 0.69% |
$13.6K - $14.7K
|
7.73K
$484K
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
52+ 2.17% |
$13.3K - $14.4K
|
2.44K
$153K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 7.69% |
$13.1K - $14.1K
|
714
$44.7K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
51+ 1.98% |
$13.1K - $14.1K
|
2.63K
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 2.99% |
$13.1K - $14.1K
|
1.76K
$110K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
51+ 1.83% |
$13.1K - $14.1K
|
2.84K
$178K
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
50+ 6.23% |
$12.8K - $13.9K
|
853
$53.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
50+ 2.06% |
$12.8K - $13.9K
|
2.48K
$155K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
50+ 1.8% |
$12.8K - $13.9K
|
2.84K
$178K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
49New |
$12.6K - $13.6K
|
49
$3.07K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
49+ 70.0% |
$12.6K - $13.6K
|
119
$7.46K
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
49+ 3.32% |
$12.6K - $13.6K
|
1.52K
$95.5K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
49+ 5.74% |
$12.6K - $13.6K
|
903
$56.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
48+ 11.21% |
$12.3K - $13.3K
|
476
$29.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
47+ 5.88% |
$12.1K - $13K
|
847
$53.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
47+ 1.16% |
$12.1K - $13K
|
4.08K
$256K
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
45+ 0.21% |
$11.5K - $12.5K
|
21.2K
$1.33M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
45+ 2.45% |
$11.5K - $12.5K
|
1.89K
$118K
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
44+ 2200.0% |
$11.3K - $12.2K
|
46
$2.88K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
43+ 0.38% |
$11K - $11.9K
|
11.4K
$714K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
42+ 0.09% |
$10.8K - $11.6K
|
45.3K
$2.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
41+ 2.0% |
$10.5K - $11.4K
|
2.09K
$131K
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
40+ 0.59% |
$10.3K - $11.1K
|
6.86K
$430K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
40+ 0.87% |
$10.3K - $11.1K
|
4.66K
$292K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
39+ 0.07% |
$10K - $10.8K
|
53.7K
$3.37M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
37+ 1.47% |
$9.49K - $10.3K
|
2.55K
$160K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
36+ 3.28% |
$9.23K - $9.97K
|
1.13K
$71.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
35+ 0.93% |
$8.98K - $9.7K
|
3.78K
$237K
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
34+ 0.85% |
$8.72K - $9.42K
|
4.04K
$253K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
33+ 0.53% |
$8.46K - $9.14K
|
6.26K
$392K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32+ 2.31% |
$8.21K - $8.87K
|
1.42K
$88.9K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
32New |
$8.21K - $8.87K
|
32
$2.01K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
32+ 0.37% |
$8.21K - $8.87K
|
8.67K
$543K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
31+ 0.74% |
$7.95K - $8.59K
|
4.23K
$265K
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
BUY
|
- |
30New |
$7.69K - $8.31K
|
30
$1.88K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
30+ 2.23% |
$7.69K - $8.31K
|
1.38K
$86.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
30+ 1.58% |
$7.69K - $8.31K
|
1.93K
$121K
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
28+ 0.78% |
$7.18K - $7.76K
|
3.6K
$225K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
28+ 10.57% |
$7.18K - $7.76K
|
293
$18.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
28+ 0.76% |
$7.18K - $7.76K
|
3.71K
$232K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
28+ 0.88% |
$7.18K - $7.76K
|
3.2K
$200K
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
28New |
$7.18K - $7.76K
|
28
$1.75K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26+ 86.67% |
$6.67K - $7.2K
|
56
$3.51K
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
26+ 1.86% |
$6.67K - $7.2K
|
1.42K
$89K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
26+ 0.35% |
$6.67K - $7.2K
|
7.41K
$464K
|