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 |
---|---|---|---|---|---|---|---|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
6.96K+ 3.03% |
$1.85M - $2.02M
|
236K
$16M
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
6.88KNew |
$1.83M - $2M
|
6.88K
$464K
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$1.82M - $1.99M
|
6.86K
$463K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6.83KNew |
$1.81M - $1.98M
|
6.83K
$461K
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
6.82KNew |
$1.81M - $1.98M
|
6.82K
$460K
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.81K+ 387.32% |
$1.81M - $1.98M
|
8.57K
$579K
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.79KNew |
$1.81M - $1.97M
|
6.79K
$459K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.77K+ 25059.26% |
$1.8M - $1.97M
|
6.79K
$459K
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.65K+ 4.99% |
$1.77M - $1.93M
|
140K
$9.45M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.61K+ 66.52% |
$1.76M - $1.92M
|
16.5K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
6.58K+ 0.4% |
$1.75M - $1.91M
|
1.64M
$111M
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
6.51KNew |
$1.73M - $1.89M
|
6.51K
$440K
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.5K+ 31.26% |
$1.73M - $1.89M
|
27.3K
$1.84M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.44K+ 2.06% |
$1.71M - $1.87M
|
319K
$21.5M
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
6.43KNew |
$1.71M - $1.87M
|
6.43K
$434K
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.42K+ 2.62% |
$1.71M - $1.87M
|
252K
$17M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.41K+ 299.63% |
$1.7M - $1.86M
|
8.54K
$577K
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.35KNew |
$1.69M - $1.84M
|
6.35K
$429K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.28K+ 38.48% |
$1.67M - $1.83M
|
22.6K
$1.53M
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6.24K+ 4.95% |
$1.66M - $1.81M
|
132K
$8.94M
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
6.23KNew |
$1.66M - $1.81M
|
6.23K
$421K
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
6.2K+ 2.73% |
$1.65M - $1.8M
|
234K
$15.8M
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
6.14KNew |
$1.63M - $1.79M
|
6.14K
$415K
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.14K+ 43.97% |
$1.63M - $1.79M
|
20.1K
$1.36M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
6.06K+ 84.25% |
$1.61M - $1.76M
|
13.3K
$895K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6K+ 3.54% |
$1.59M - $1.74M
|
175K
$11.8M
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.98K+ 3.07% |
$1.59M - $1.74M
|
201K
$13.6M
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
5.88K+ 2.37% |
$1.56M - $1.71M
|
255K
$17.2M
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
5.85K+ 7.62% |
$1.55M - $1.7M
|
82.6K
$5.58M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.82K+ 49.68% |
$1.55M - $1.69M
|
17.5K
$1.18M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.81K+ 105.49% |
$1.54M - $1.69M
|
11.3K
$764K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
5.68K+ 12.74% |
$1.51M - $1.65M
|
50.3K
$3.4M
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
5.68K+ 3.97% |
$1.51M - $1.65M
|
149K
$10M
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
5.65K+ 24.81% |
$1.5M - $1.64M
|
28.4K
$1.92M
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.62K+ 10.2% |
$1.49M - $1.63M
|
60.8K
$4.11M
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.61K+ 11.18% |
$1.49M - $1.63M
|
55.8K
$3.77M
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5.59K+ 3.9% |
$1.49M - $1.63M
|
149K
$10.1M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.57K+ 4.19% |
$1.48M - $1.62M
|
139K
$9.36M
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
5.57K+ 3.06% |
$1.48M - $1.62M
|
188K
$12.7M
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.52KNew |
$1.47M - $1.6M
|
5.52K
$373K
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.42KNew |
$1.44M - $1.57M
|
5.42K
$366K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
5.41K+ 11.03% |
$1.44M - $1.57M
|
54.4K
$3.67M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.4K+ 1.82% |
$1.43M - $1.57M
|
302K
$20.4M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
5.39K+ 2.85% |
$1.43M - $1.57M
|
195K
$13.2M
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
5.39K+ 5.75% |
$1.43M - $1.57M
|
99.2K
$6.7M
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.38K+ 28.29% |
$1.43M - $1.56M
|
24.4K
$1.65M
|
|
Jan 24, 2022
Q4 2021
|
Verde Capital Management
|
BUY
|
- |
5.31K+ 6.17% |
$1.41M - $1.54M
|
91.4K
$6.17M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.31K+ 11.21% |
$1.41M - $1.54M
|
52.6K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5.22K+ 47.94% |
$1.39M - $1.52M
|
16.1K
$1.09M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.18K+ 262.94% |
$1.38M - $1.5M
|
7.15K
$483K
|