Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
746K+ 138.08% |
$198M - $217M
|
1.29M
$86.9M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
566K+ 79.5% |
$151M - $165M
|
1.28M
$86.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
556K+ 5.75% |
$148M - $162M
|
10.2M
$692M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
218K+ 3.14% |
$58M - $63.4M
|
7.16M
$484M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
215K+ 1.88% |
$57.1M - $62.5M
|
11.7M
$787M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
211K+ 3.53% |
$56M - $61.2M
|
6.17M
$417M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
198KNew |
$52.7M - $57.6M
|
198K
$13.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
158K+ 147.59% |
$42M - $45.9M
|
265K
$17.9M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
153K+ 43.59% |
$40.7M - $44.5M
|
504K
$34.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
153K+ 2.44% |
$40.7M - $44.4M
|
6.43M
$435M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
149K+ 11.81% |
$39.6M - $43.3M
|
1.41M
$95.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
135KNew |
$35.8M - $39.2M
|
135K
$9.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
131KNew |
$34.8M - $38M
|
131K
$8.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
129K+ 4.57% |
$34.4M - $37.6M
|
2.96M
$200M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
127K+ 11.11% |
$33.7M - $36.9M
|
1.27M
$85.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
116K+ 9.39% |
$30.9M - $33.8M
|
1.36M
$91.6M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
113KNew |
$30M - $32.8M
|
113K
$7.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
110KNew |
$29.2M - $32M
|
110K
$7.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
108K+ 4.73% |
$28.7M - $31.4M
|
2.39M
$162M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
91.4K+ 4.0% |
$24.3M - $26.5M
|
2.38M
$160M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
89.6K+ 429.4% |
$23.8M - $26M
|
111K
$7.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
83.3KNew |
$22.1M - $24.2M
|
83.3K
$5.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
81.9K+ 2.36% |
$21.8M - $23.8M
|
3.55M
$240M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
80.1KNew |
$21.3M - $23.3M
|
80.1K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
72.8KNew |
$19.3M - $21.1M
|
72.8K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
72.7K+ 5.16% |
$19.3M - $21.1M
|
1.48M
$100M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
71K+ 603.25% |
$18.9M - $20.6M
|
82.8K
$5.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
70.7KNew |
$18.8M - $20.5M
|
70.7K
$4.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.4K+ 5.08% |
$18.7M - $20.5M
|
1.46M
$98.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68.4K+ 7.58% |
$18.2M - $19.9M
|
971K
$65.6M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
65.4K+ 33.44% |
$17.4M - $19M
|
261K
$17.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
63.4K+ 4.49% |
$16.9M - $18.4M
|
1.48M
$99.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
63.1K+ 1.42% |
$16.8M - $18.3M
|
4.49M
$304M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
59.8K+ 96.1% |
$15.9M - $17.4M
|
122K
$8.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
58.9KNew |
$15.7M - $17.1M
|
58.9K
$3.98M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
57.7K+ 244.55% |
$15.3M - $16.8M
|
81.3K
$5.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
57.7K+ 58.6% |
$15.3M - $16.8M
|
156K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.5K+ 3.02% |
$15.3M - $16.7M
|
1.96M
$133M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
57.3K+ 70.5% |
$15.2M - $16.7M
|
139K
$9.36M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
54.5KNew |
$14.5M - $15.8M
|
54.5K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53.8K+ 10.24% |
$14.3M - $15.6M
|
579K
$39.1M
|
|
|
Feb 14, 2022
Q4 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
53.5K+ 209.67% |
$14.2M - $15.6M
|
79K
$5.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
50.4K+ 63.96% |
$13.4M - $14.6M
|
129K
$8.72M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
50KNew |
$13.3M - $14.5M
|
50K
$3.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
48.7K+ 31.68% |
$12.9M - $14.1M
|
202K
$13.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
47.8K+ 5.33% |
$12.7M - $13.9M
|
944K
$63.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
47.1K+ 5.11% |
$12.5M - $13.7M
|
969K
$65.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
47.1K+ 5.11% |
$12.5M - $13.7M
|
969K
$65.4M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
46.9KNew |
$12.5M - $13.6M
|
46.9K
$3.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
46.4K+ 75.48% |
$12.3M - $13.5M
|
108K
$7.28M
|