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
$1.24M
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
18.7KNew |
$4.97M - $5.43M
|
18.7K
$1.09M
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
18.6K+ 54.18% |
$4.94M - $5.4M
|
52.8K
$3.08M
|
|
Feb 13, 2025
Q4 2021
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
18.6KNew |
$4.94M - $5.4M
|
18.6K
$1.08M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3K+ 4.85% |
$4.86M - $5.32M
|
396K
$23M
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
17.9K+ 19.95% |
$4.77M - $5.21M
|
108K
$6.28M
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$4.71M - $5.15M
|
17.7K
$1.03M
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
17.7KNew |
$4.69M - $5.13M
|
17.7K
$1.03M
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16.9KNew |
$4.5M - $4.92M
|
16.9K
$986K
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
16.3K+ 3.64% |
$4.33M - $4.73M
|
464K
$27M
|
|
Feb 11, 2022
Q4 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
16K+ 327.07% |
$4.25M - $4.64M
|
20.9K
$1.22M
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.8KNew |
$4.2M - $4.59M
|
15.8K
$920K
|
|
Feb 14, 2022
Q4 2021
|
Entrust Global Partners L L C
New York, NY |
BUY
|
- |
15.7KNew |
$4.16M - $4.55M
|
15.7K
$911K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
15.4K+ 4.71% |
$4.1M - $4.48M
|
343K
$20M
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
15.4KNew |
$4.09M - $4.47M
|
15.4K
$895K
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$4M - $4.38M
|
15.1K
$877K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14.9K+ 4.01% |
$3.97M - $4.34M
|
388K
$22.6M
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
14.7KNew |
$3.91M - $4.27M
|
14.7K
$855K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
14.6K+ 18.56% |
$3.88M - $4.24M
|
93.3K
$5.43M
|
|
Feb 04, 2025
Q4 2021
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
14.1KNew |
$3.75M - $4.1M
|
14.1K
$822K
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
14K+ 700.7% |
$3.73M - $4.08M
|
16K
$934K
|
|
Feb 14, 2022
Q4 2021
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
14KNew |
$3.72M - $4.07M
|
14K
$815K
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
13.8KNew |
$3.66M - $4M
|
13.8K
$802K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
13.5KNew |
$3.59M - $3.93M
|
13.5K
$787K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
13.3K+ 4.26% |
$3.54M - $3.87M
|
326K
$19M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.3K+ 146.66% |
$3.52M - $3.85M
|
22.3K
$1.3M
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
13.2KNew |
$3.5M - $3.83M
|
13.2K
$767K
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
12.8KNew |
$3.41M - $3.73M
|
12.8K
$747K
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$3.4M - $3.72M
|
12.8K
$744K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.6K+ 2.51% |
$3.35M - $3.66M
|
514K
$29.9M
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
12.5KNew |
$3.33M - $3.64M
|
12.5K
$730K
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
12.5KNew |
$3.32M - $3.63M
|
12.5K
$727K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
12.4K+ 11.13% |
$3.3M - $3.61M
|
124K
$7.21M
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.3K+ 4.69% |
$3.26M - $3.56M
|
274K
$16M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
12.2K+ 19.81% |
$3.24M - $3.54M
|
73.7K
$4.29M
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.1KNew |
$3.21M - $3.51M
|
12.1K
$704K
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 5.67% |
$3.21M - $3.51M
|
225K
$13.1M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12K+ 4.91% |
$3.18M - $3.47M
|
255K
$14.9M
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
11.9K+ 111.61% |
$3.17M - $3.47M
|
22.6K
$1.32M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$3.11M - $3.4M
|
11.7K
$681K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
11.7K+ 161.88% |
$3.11M - $3.4M
|
18.9K
$1.1M
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
11.5K+ 6.1% |
$3.05M - $3.34M
|
200K
$11.6M
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$3.02M - $3.3M
|
11.4K
$661K
|
|
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
$1.11M
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
11.2K+ 14.17% |
$2.98M - $3.26M
|
90.3K
$5.25M
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.2K+ 8.02% |
$2.97M - $3.24M
|
150K
$8.75M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
11.1KNew |
$2.95M - $3.23M
|
11.1K
$647K
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 1150.98% |
$2.95M - $3.23M
|
12.1K
$703K
|
|
Jan 27, 2022
Q4 2021
|
Cambiar Investors LLC
|
BUY
|
- |
11K+ 97.0% |
$2.92M - $3.19M
|
22.3K
$1.3M
|
|
Feb 07, 2022
Q4 2021
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
10.9K+ 14.35% |
$2.91M - $3.18M
|
87.2K
$5.08M
|