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 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-37- 4.65% |
$9.49K - $10.3K
|
759
$41.6K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-38- 3.36% |
$9.74K - $10.5K
|
1.09K
$60K
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-39- 1.29% |
$10K - $10.8K
|
2.99K
$164K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-40- 0.45% |
$10.3K - $11.1K
|
8.85K
$485K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-40- 1.6% |
$10.3K - $11.1K
|
2.46K
$135K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-41- 0.97% |
$10.5K - $11.4K
|
4.2K
$230K
|
|
|
Oct 19, 2021
Q3 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-42- 4.39% |
$10.8K - $11.6K
|
915
$50.2K
|
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-42- 1.48% |
$10.8K - $11.6K
|
2.79K
$153K
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-42- 0.09% |
$10.8K - $11.6K
|
45.2K
$2.48M
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
SELL
|
- |
-43- 1.82% |
$11K - $11.9K
|
2.32K
$127K
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-44- 2.29% |
$11.3K - $12.2K
|
1.88K
$103K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-45- 1.34% |
$11.5K - $12.5K
|
3.32K
$182K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-45- 0.81% |
$11.5K - $12.5K
|
5.5K
$302K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-49- 4.82% |
$12.6K - $13.6K
|
968
$53.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-49- 4.74% |
$12.6K - $13.6K
|
985
$54K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-49- 6.8% |
$12.6K - $13.6K
|
672
$36.9K
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-50Closed |
$12.8K - $13.9K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-50- 2.52% |
$12.8K - $13.9K
|
1.93K
$106K
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 3.69% |
$12.8K - $13.9K
|
1.3K
$71.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-50- 2.3% |
$12.8K - $13.9K
|
2.13K
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-50- 0.28% |
$12.8K - $13.9K
|
17.6K
$963K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-50- 2.4% |
$12.8K - $13.9K
|
2.03K
$111K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-52- 2.22% |
$13.3K - $14.4K
|
2.29K
$126K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-54- 1.78% |
$13.8K - $15K
|
2.98K
$164K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-54- 0.85% |
$13.8K - $15K
|
6.27K
$344K
|
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-55- 4.75% |
$14.1K - $15.2K
|
1.1K
$60.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-55- 1.95% |
$14.1K - $15.2K
|
2.76K
$152K
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-56- 1.1% |
$14.4K - $15.5K
|
5.03K
$276K
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-56- 1.5% |
$14.4K - $15.5K
|
3.69K
$202K
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-56- 0.48% |
$14.4K - $15.5K
|
11.7K
$642K
|
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-57- 4.67% |
$14.6K - $15.8K
|
1.16K
$63.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-58- 6.52% |
$14.9K - $16.1K
|
832
$45.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-58- 2.25% |
$14.9K - $16.1K
|
2.52K
$138K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-58- 0.38% |
$14.9K - $16.1K
|
15.3K
$838K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-59- 0.58% |
$15.1K - $16.3K
|
10.2K
$559K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-59- 3.05% |
$15.1K - $16.3K
|
1.87K
$103K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-60- 0.55% |
$15.4K - $16.6K
|
10.8K
$591K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-62- 50.0% |
$15.9K - $17.2K
|
62
$3.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-62- 1.55% |
$15.9K - $17.2K
|
3.94K
$216K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-62- 1.15% |
$15.9K - $17.2K
|
5.32K
$292K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-64- 1.14% |
$16.4K - $17.7K
|
5.55K
$304K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-65- 3.39% |
$16.7K - $18K
|
1.85K
$102K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-65- 4.61% |
$16.7K - $18K
|
1.35K
$73.8K
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
SELL
|
- |
-66- 0.52% |
$16.9K - $18.3K
|
12.5K
$687K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-68- 0.57% |
$17.4K - $18.8K
|
11.8K
$646K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-69- 3.43% |
$17.7K - $19.1K
|
1.94K
$107K
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-70- 1.91% |
$18K - $19.4K
|
3.59K
$197K
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-71- 0.49% |
$18.2K - $19.7K
|
14.3K
$786K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-72- 6.97% |
$18.5K - $19.9K
|
961
$52.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-74- 1.06% |
$19K - $20.5K
|
6.91K
$379K
|