Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-115- 6.81% |
$5.04K - $30.3K
|
1.57K
$95.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-117- 2.59% |
$5.13K - $30.8K
|
4.4K
$267K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-120- 5.9% |
$5.26K - $31.6K
|
1.91K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-121- 0.07% |
$5.31K - $31.9K
|
171K
$10.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-122- 15.58% |
$5.35K - $32.1K
|
661
$40.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-122- 2.81% |
$5.35K - $32.1K
|
4.23K
$256K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-123- 1.29% |
$5.39K - $32.4K
|
9.43K
$572K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-125- 1.81% |
$5.48K - $32.9K
|
6.79K
$412K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-126- 1.25% |
$5.53K - $33.2K
|
9.97K
$605K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-126- 17.55% |
$5.53K - $33.2K
|
592
$35.9K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-126- 3.98% |
$5.53K - $33.2K
|
3.04K
$184K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-127- 5.17% |
$5.57K - $33.4K
|
2.33K
$141K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-128- 8.67% |
$5.61K - $33.7K
|
1.35K
$81.8K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-128- 12.67% |
$5.61K - $33.7K
|
882
$53.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-129- 3.93% |
$5.66K - $34K
|
3.15K
$191K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-130- 4.99% |
$5.7K - $34.2K
|
2.48K
$150K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-131- 10.08% |
$5.74K - $34.5K
|
1.17K
$70.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-131- 4.76% |
$5.74K - $34.5K
|
2.62K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-132- 19.35% |
$5.79K - $34.8K
|
550
$33.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-135- 2.2% |
$5.92K - $35.5K
|
5.99K
$364K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-137- 2.57% |
$6.01K - $36.1K
|
5.18K
$315K
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-138- 1.99% |
$6.05K - $36.3K
|
6.81K
$414K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-139- 3.74% |
$6.1K - $36.6K
|
3.58K
$217K
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-140- 0.46% |
$6.14K - $36.9K
|
30.4K
$1.84M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-140- 8.62% |
$6.14K - $36.9K
|
1.48K
$90.1K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-142- 0.73% |
$6.23K - $37.4K
|
19.2K
$1.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-143- 12.35% |
$6.27K - $37.6K
|
1.02K
$61.6K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-144- 4.18% |
$6.31K - $37.9K
|
3.3K
$200K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-145- 6.69% |
$6.36K - $38.2K
|
2.02K
$123K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-145- 4.04% |
$6.36K - $38.2K
|
3.45K
$209K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-149- 3.47% |
$6.53K - $39.2K
|
4.15K
$252K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150- 0.9% |
$6.58K - $39.5K
|
16.4K
$998K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-150- 10.06% |
$6.58K - $39.5K
|
1.34K
$81.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 6.22% |
$6.58K - $39.5K
|
2.26K
$137K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-156- 3.47% |
$6.84K - $41.1K
|
4.34K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-156- 12.34% |
$6.84K - $41.1K
|
1.11K
$67.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-157- 7.42% |
$6.88K - $41.3K
|
1.96K
$119K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-158- 2.06% |
$6.93K - $41.6K
|
7.5K
$456K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-160- 1.23% |
$7.02K - $42.1K
|
12.9K
$782K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-160- 12.02% |
$7.02K - $42.1K
|
1.17K
$71.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-161- 3.25% |
$7.06K - $42.4K
|
4.79K
$291K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-161- 1.03% |
$7.06K - $42.4K
|
15.5K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-161- 1.3% |
$7.06K - $42.4K
|
12.3K
$744K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-162- 0.21% |
$7.1K - $42.7K
|
76.2K
$4.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-168- 0.48% |
$7.37K - $44.2K
|
35.2K
$2.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-169- 10.32% |
$7.41K - $44.5K
|
1.47K
$89.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-170- 7.55% |
$7.45K - $44.8K
|
2.08K
$126K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-175- 9.54% |
$7.67K - $46.1K
|
1.66K
$101K
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-176- 5.85% |
$7.72K - $46.3K
|
2.83K
$172K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-179- 6.84% |
$7.85K - $47.1K
|
2.44K
$148K
|