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 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
6.14KNew |
$269K - $1.62M
|
6.14K
$414K
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
6.12K+ 18.08% |
$268K - $1.61M
|
39.9K
$2.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.04KNew |
$265K - $1.59M
|
6.04K
$408K
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
6.04K+ 18.23% |
$265K - $1.59M
|
39.1K
$2.64M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.96K+ 37.94% |
$261K - $1.57M
|
21.7K
$1.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5.86K+ 97700.0% |
$257K - $1.54M
|
5.87K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.84K+ 13.55% |
$256K - $1.54M
|
49K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.83KNew |
$255K - $1.53M
|
5.83K
$394K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.83K+ 6.48% |
$255K - $1.53M
|
95.7K
$6.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.74K+ 2.03% |
$252K - $1.51M
|
289K
$19.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.71K+ 63.94% |
$250K - $1.5M
|
14.6K
$988K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.69K+ 25.38% |
$250K - $1.5M
|
28.1K
$1.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
5.56KNew |
$244K - $1.46M
|
5.56K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.54K+ 100.24% |
$243K - $1.46M
|
11.1K
$748K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
5.51K+ 8.38% |
$241K - $1.45M
|
71.2K
$4.81M
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
5.49K+ 2.63% |
$241K - $1.45M
|
214K
$14.5M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.48K+ 46.06% |
$240K - $1.44M
|
17.4K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.37K+ 3.2% |
$235K - $1.41M
|
173K
$11.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
5.32K+ 2.07% |
$233K - $1.4M
|
262K
$17.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.13K+ 60.51% |
$225K - $1.35M
|
13.6K
$920K
|
|
|
Nov 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
BUY
|
- |
5.08KNew |
$223K - $1.34M
|
5.08K
$343K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5.02K+ 47.22% |
$220K - $1.32M
|
15.6K
$1.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5KNew |
$219K - $1.32M
|
5K
$338K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.92K+ 4.15% |
$216K - $1.3M
|
124K
$8.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.87K+ 1.76% |
$214K - $1.28M
|
282K
$19M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.83K+ 11.86% |
$212K - $1.27M
|
45.6K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
4.83K+ 4.69% |
$212K - $1.27M
|
108K
$7.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
4.81K+ 18.56% |
$211K - $1.27M
|
30.8K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.69K+ 6.05% |
$205K - $1.23M
|
82.1K
$5.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.66K+ 3.5% |
$204K - $1.23M
|
138K
$9.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
4.62K+ 186.07% |
$203K - $1.22M
|
7.11K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.55K+ 5.97% |
$200K - $1.2M
|
80.8K
$5.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.5K+ 4.68% |
$197K - $1.18M
|
101K
$6.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.4K+ 2.21% |
$193K - $1.16M
|
204K
$13.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
4.38K+ 24.21% |
$192K - $1.15M
|
22.5K
$1.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.34K+ 9.19% |
$190K - $1.14M
|
51.6K
$3.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
4.23K+ 5.09% |
$185K - $1.11M
|
87.3K
$5.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.2K+ 2.08% |
$184K - $1.11M
|
207K
$14M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.19K+ 410.79% |
$184K - $1.1M
|
5.21K
$352K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.17K+ 1.09% |
$183K - $1.1M
|
385K
$26M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 31.4% |
$183K - $1.1M
|
17.4K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
4.13K+ 145.64% |
$181K - $1.09M
|
6.96K
$470K
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
4.08K+ 3.61% |
$179K - $1.07M
|
117K
$7.91M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.03K+ 35.02% |
$177K - $1.06M
|
15.5K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.01K+ 7.8% |
$176K - $1.06M
|
55.5K
$3.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4K+ 66.16% |
$175K - $1.05M
|
10K
$678K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
3.92K+ 10.28% |
$172K - $1.03M
|
42.1K
$2.84M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.86K+ 3.79% |
$169K - $1.02M
|
106K
$7.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.8K+ 9.29% |
$167K - $1M
|
44.7K
$3.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.8K+ 8.26% |
$166K - $999K
|
49.7K
$3.36M
|