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 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-401- 8.3% |
$17.6K - $106K
|
4.43K
$269K
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-402- 10.74% |
$17.6K - $106K
|
3.34K
$203K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-403- 18.96% |
$17.7K - $106K
|
1.72K
$105K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-405- 0.33% |
$17.8K - $107K
|
124K
$7.5M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-406- 5.49% |
$17.8K - $107K
|
6.99K
$424K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-413- 3.98% |
$18.1K - $109K
|
9.96K
$604K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-416- 2.35% |
$18.2K - $110K
|
17.3K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-421- 4.06% |
$18.5K - $111K
|
9.94K
$603K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-422- 11.72% |
$18.5K - $111K
|
3.18K
$193K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-426- 1.53% |
$18.7K - $112K
|
27.4K
$1.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-426- 2.03% |
$18.7K - $112K
|
20.5K
$1.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-434- 2.38% |
$19K - $114K
|
17.8K
$1.08M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-435Closed |
$19.1K - $115K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-440- 12.87% |
$19.3K - $116K
|
2.98K
$181K
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-441- 12.91% |
$19.3K - $116K
|
2.98K
$181K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-449- 30.5% |
$19.7K - $118K
|
1.02K
$62.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-449- 6.01% |
$19.7K - $118K
|
7.02K
$426K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-456- 10.76% |
$20K - $120K
|
3.78K
$230K
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-456- 11.31% |
$20K - $120K
|
3.58K
$217K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-457- 6.04% |
$20K - $120K
|
7.1K
$431K
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-461- 0.15% |
$20.2K - $121K
|
317K
$19.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-461- 0.95% |
$20.2K - $121K
|
47.9K
$2.91M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-465- 24.44% |
$20.4K - $122K
|
1.44K
$87.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-465- 0.92% |
$20.4K - $122K
|
50.2K
$3.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-470- 0.97% |
$20.6K - $124K
|
48.1K
$2.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-470- 1.17% |
$20.6K - $124K
|
39.8K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-470- 17.89% |
$20.6K - $124K
|
2.16K
$131K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-479- 1.23% |
$21K - $126K
|
38.3K
$2.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-483- 3.23% |
$21.2K - $127K
|
14.5K
$880K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-488- 2.38% |
$21.4K - $128K
|
20K
$1.21M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-494- 2.68% |
$21.7K - $130K
|
17.9K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-500- 3.5% |
$21.9K - $132K
|
13.8K
$837K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-502- 1.54% |
$22K - $132K
|
32.1K
$1.95M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-504- 16.26% |
$22.1K - $133K
|
2.6K
$158K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-507- 7.18% |
$22.2K - $133K
|
6.55K
$398K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-513- 8.71% |
$22.5K - $135K
|
5.38K
$326K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-514- 18.69% |
$22.5K - $135K
|
2.24K
$136K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-517- 7.41% |
$22.7K - $136K
|
6.46K
$392K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-521- 5.61% |
$22.8K - $137K
|
8.76K
$532K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-524- 7.87% |
$23K - $138K
|
6.14K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-536- 1.09% |
$23.5K - $141K
|
48.8K
$2.97M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-548- 3.09% |
$24K - $144K
|
17.2K
$1.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-549- 0.39% |
$24.1K - $145K
|
141K
$8.54M
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-550- 32.93% |
$24.1K - $145K
|
1.12K
$68K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-551- 2.1% |
$24.2K - $145K
|
25.7K
$1.56M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-553- 7.47% |
$24.2K - $146K
|
6.85K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-553- 13.23% |
$24.2K - $146K
|
3.63K
$220K
|
|
|
Nov 09, 2022
Q3 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-554- 5.73% |
$24.3K - $146K
|
9.12K
$553K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-565- 1.63% |
$24.8K - $149K
|
34.2K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-566- 8.15% |
$24.8K - $149K
|
6.38K
$387K
|