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 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19K+ 814.77% |
$5.04M - $5.51M
|
21.3K
$1.44M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
18.7KNew |
$4.97M - $5.43M
|
18.7K
$1.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
18.6K+ 54.18% |
$4.94M - $5.4M
|
52.8K
$3.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3K+ 4.85% |
$4.86M - $5.32M
|
396K
$26.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
17.9K+ 19.95% |
$4.77M - $5.21M
|
108K
$7.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$4.71M - $5.15M
|
17.7K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
17.7KNew |
$4.69M - $5.13M
|
17.7K
$1.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16.9KNew |
$4.5M - $4.92M
|
16.9K
$1.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
16.3K+ 3.64% |
$4.33M - $4.73M
|
464K
$31.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16K+ 327.07% |
$4.25M - $4.64M
|
20.9K
$1.41M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.8KNew |
$4.2M - $4.59M
|
15.8K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
15.7KNew |
$4.16M - $4.55M
|
15.7K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
15.4K+ 4.71% |
$4.1M - $4.48M
|
343K
$23.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
15.4KNew |
$4.09M - $4.47M
|
15.4K
$1.04M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$4M - $4.38M
|
15.1K
$1.02M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14.9K+ 4.01% |
$3.97M - $4.34M
|
388K
$26.2M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
14.7KNew |
$3.91M - $4.27M
|
14.7K
$993K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
14.6K+ 18.56% |
$3.88M - $4.24M
|
93.3K
$6.3M
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
14K+ 700.7% |
$3.73M - $4.08M
|
16K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
14KNew |
$3.72M - $4.07M
|
14K
$946K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.8KNew |
$3.66M - $4M
|
13.8K
$930K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
13.5KNew |
$3.59M - $3.93M
|
13.5K
$913K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
13.3K+ 4.26% |
$3.54M - $3.87M
|
326K
$22M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 146.66% |
$3.52M - $3.85M
|
22.3K
$1.51M
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13.2KNew |
$3.5M - $3.83M
|
13.2K
$890K
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
12.8KNew |
$3.41M - $3.73M
|
12.8K
$867K
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$3.4M - $3.72M
|
12.8K
$864K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.6K+ 2.51% |
$3.35M - $3.66M
|
514K
$34.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
12.5KNew |
$3.33M - $3.64M
|
12.5K
$847K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12.5KNew |
$3.32M - $3.63M
|
12.5K
$844K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
12.4K+ 11.13% |
$3.3M - $3.61M
|
124K
$8.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.3K+ 4.69% |
$3.26M - $3.56M
|
274K
$18.5M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.2K+ 19.81% |
$3.24M - $3.54M
|
73.7K
$4.98M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.1KNew |
$3.21M - $3.51M
|
12.1K
$817K
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 5.67% |
$3.21M - $3.51M
|
225K
$15.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12K+ 4.91% |
$3.18M - $3.47M
|
255K
$17.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
11.9K+ 111.61% |
$3.17M - $3.47M
|
22.6K
$1.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$3.11M - $3.4M
|
11.7K
$790K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
11.7K+ 161.88% |
$3.11M - $3.4M
|
18.9K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
11.5K+ 6.1% |
$3.05M - $3.34M
|
200K
$13.5M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$3.02M - $3.3M
|
11.4K
$767K
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11.2K+ 142.57% |
$2.98M - $3.26M
|
19.1K
$1.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
11.2K+ 14.17% |
$2.98M - $3.26M
|
90.3K
$6.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.2K+ 8.02% |
$2.97M - $3.24M
|
150K
$10.2M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$2.95M - $3.23M
|
11.1K
$751K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 1150.98% |
$2.95M - $3.23M
|
12.1K
$815K
|
|
|
Jan 27, 2022
Q4 2021
|
Cambiar Investors LLC
|
BUY
|
- |
11K+ 97.0% |
$2.92M - $3.19M
|
22.3K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
10.9K+ 14.35% |
$2.91M - $3.18M
|
87.2K
$5.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10.7K+ 0.93% |
$2.85M - $3.12M
|
1.16M
$78.3M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10.5KNew |
$2.79M - $3.05M
|
10.5K
$709K
|