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 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.76K- 33.63% |
$2.25M - $2.43M
|
17.3K
$1.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.79K- 88.13% |
$2.26M - $2.44M
|
1.19K
$76.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-9.23K- 44.14% |
$2.37M - $2.56M
|
11.7K
$755K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.23K- 35.39% |
$2.37M - $2.56M
|
16.9K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-9.33K- 99.96% |
$2.39M - $2.58M
|
4
$259
|
|
|
Nov 02, 2021
Q3 2021
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9.46KClosed |
$2.43M - $2.62M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-9.47K- 71.34% |
$2.43M - $2.62M
|
3.8K
$246K
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-9.75KClosed |
$2.5M - $2.7M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.5K- 26.18% |
$2.68M - $2.9M
|
29.5K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-10.7K- 4.5% |
$2.75M - $2.97M
|
227K
$14.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-11.1K- 46.46% |
$2.84M - $3.07M
|
12.8K
$826K
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-11.2K- 64.43% |
$2.88M - $3.11M
|
6.21K
$402K
|
|
|
Oct 14, 2021
Q3 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-11.6K- 67.63% |
$2.98M - $3.22M
|
5.56K
$359K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-11.7KClosed |
$3.01M - $3.25M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.8K- 0.62% |
$3.04M - $3.28M
|
1.91M
$123M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 56.79% |
$3.05M - $3.29M
|
9.04K
$585K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-12K- 20.85% |
$3.08M - $3.33M
|
45.6K
$2.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.2K- 32.58% |
$3.39M - $3.66M
|
27.3K
$1.77M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-13.4KClosed |
$3.44M - $3.72M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.9KClosed |
$3.82M - $4.13M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-15.8K- 66.82% |
$4.06M - $4.39M
|
7.87K
$509K
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-16.4K- 37.76% |
$4.21M - $4.55M
|
27.1K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-16.7K- 69.8% |
$4.28M - $4.62M
|
7.22K
$467K
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-16.9K- 15.97% |
$4.33M - $4.68M
|
88.8K
$5.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-17.1K- 13.89% |
$4.38M - $4.73M
|
106K
$6.84M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-17.8K- 20.4% |
$4.55M - $4.92M
|
69.3K
$4.48M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-18.4K- 21.92% |
$4.72M - $5.09M
|
65.5K
$4.24M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-18.5K- 34.26% |
$4.73M - $5.11M
|
35.4K
$2.29M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-18.8K- 38.91% |
$4.81M - $5.2M
|
29.5K
$1.91M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-18.8K- 5.19% |
$4.83M - $5.22M
|
344K
$22.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-19.3K- 66.4% |
$4.96M - $5.36M
|
9.79K
$633K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-19.4K- 67.81% |
$4.97M - $5.37M
|
9.2K
$595K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.5K- 94.3% |
$5.78M - $6.25M
|
1.36K
$88.1K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.4KClosed |
$6.26M - $6.76M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 4.62% |
$7.14M - $7.71M
|
575K
$37.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-29.7K- 91.23% |
$7.61M - $8.23M
|
2.86K
$185K
|
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-30.3K- 59.31% |
$7.76M - $8.38M
|
20.8K
$1.34M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-30.6KClosed |
$7.84M - $8.47M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-32.1K- 84.29% |
$8.24M - $8.9M
|
5.99K
$387K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-34.7K- 12.81% |
$8.91M - $9.62M
|
236K
$15.3M
|
|
|
Nov 04, 2021
Q3 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-36.6KClosed |
$9.39M - $10.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-38.9K- 96.16% |
$9.97M - $10.8M
|
1.55K
$100K
|
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-46.8K- 45.07% |
$12M - $13M
|
57K
$3.69M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-51K- 3.55% |
$13.1M - $14.1M
|
1.39M
$89.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-53.6K- 54.58% |
$13.7M - $14.8M
|
44.6K
$2.88M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-54.9K- 91.68% |
$14.1M - $15.2M
|
4.98K
$322K
|
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-56.1K- 30.62% |
$14.4M - $15.5M
|
127K
$8.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-56.8K- 57.96% |
$14.6M - $15.7M
|
41.2K
$2.66M
|
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
SELL
|
- |
-57.6KClosed |
$14.8M - $16M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-61.2K- 20.18% |
$15.7M - $16.9M
|
242K
$15.6M
|