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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
1.08KNew |
$286K - $313K
|
1.08K
$72.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.07K+ 2.42% |
$284K - $311K
|
45.3K
$3.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$284K - $311K
|
1.07K
$72.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.07K+ 24.83% |
$284K - $311K
|
5.38K
$363K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$284K - $310K
|
1.07K
$72.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.06K+ 5033.33% |
$281K - $307K
|
1.08K
$72.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
1.03KNew |
$274K - $299K
|
1.03K
$69.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.03K+ 1.16% |
$272K - $298K
|
89.6K
$6.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
1.02K+ 2.46% |
$272K - $297K
|
42.5K
$2.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.02K+ 32.52% |
$271K - $296K
|
4.15K
$280K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.01K+ 57.57% |
$269K - $294K
|
2.77K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.01KNew |
$268K - $293K
|
1.01K
$68.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.01KNew |
$268K - $293K
|
1.01K
$68.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1KNew |
$267K - $292K
|
1K
$67.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1K+ 2.61% |
$266K - $291K
|
39.3K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1KNew |
$266K - $291K
|
1K
$67.6K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1KNew |
$266K - $291K
|
1K
$67.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
983New |
$261K - $286K
|
983
$66.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
981+ 1.67% |
$261K - $285K
|
59.7K
$4.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
980+ 4.73% |
$260K - $285K
|
21.7K
$1.47M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
975+ 7.58% |
$259K - $283K
|
13.8K
$934K
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
974+ 0.63% |
$259K - $283K
|
154K
$10.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
968+ 2.82% |
$257K - $281K
|
35.3K
$2.38M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
961+ 1.75% |
$255K - $279K
|
55.8K
$3.77M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
960New |
$255K - $279K
|
960
$64.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
959New |
$255K - $279K
|
959
$64.8K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
951New |
$253K - $276K
|
951
$64.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
948New |
$252K - $275K
|
948
$64K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
948+ 2.57% |
$252K - $275K
|
37.9K
$2.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
942New |
$250K - $274K
|
942
$63.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
941+ 3.77% |
$250K - $273K
|
25.9K
$1.75M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
941New |
$250K - $273K
|
941
$63.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
940+ 1.24% |
$250K - $273K
|
76.7K
$5.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
940New |
$250K - $273K
|
940
$63.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
BUY
|
- |
937+ 5.9% |
$249K - $272K
|
16.8K
$1.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
932+ 14.92% |
$248K - $271K
|
7.18K
$485K
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
926New |
$246K - $269K
|
926
$62.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
923+ 27.55% |
$245K - $268K
|
4.27K
$289K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
917New |
$244K - $266K
|
917
$61.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
910New |
$242K - $264K
|
910
$61.5K
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
908New |
$241K - $264K
|
908
$61.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
907+ 7.57% |
$241K - $264K
|
12.9K
$870K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
906+ 5.41% |
$241K - $263K
|
17.7K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
903+ 34.37% |
$240K - $262K
|
3.53K
$238K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
891+ 2.66% |
$237K - $259K
|
34.4K
$2.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
886+ 8.55% |
$236K - $257K
|
11.3K
$760K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
886New |
$236K - $257K
|
886
$59.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
879+ 14.21% |
$234K - $255K
|
7.07K
$477K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
872New |
$232K - $253K
|
872
$58.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
867+ 5.07% |
$230K - $252K
|
18K
$1.21M
|