Purchases and Sales Made in Q4 2021 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 07, 2022 Q4 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
7.15K
+ 9.31%
$1.9M - $2.08M
84K $4.89M
Feb 11, 2022 Q4 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
6.99K
+ 1.23%
$1.86M - $2.03M
578K $33.6M
Jan 24, 2022 Q4 2021
Connecticut Wealth Management, LLC

BUY
 -
6.96K
+ 3.03%
$1.85M - $2.02M
236K $13.8M
Feb 14, 2022 Q4 2021
Allie Family Office LLC

BUY
 -
6.88K
New
$1.83M - $2M
6.88K $400K
Jan 21, 2022 Q4 2021
Taylor & Morgan Wealth Management, LLC

BUY
 -
6.86K
New
$1.82M - $1.99M
6.86K $399K
Feb 02, 2022 Q4 2021
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
6.83K
New
$1.81M - $1.98M
6.83K $397K
Jan 28, 2022 Q4 2021
Vahanian & Associates Financial Planning Inc.

BUY
 -
6.82K
New
$1.81M - $1.98M
6.82K $397K
Jan 13, 2022 Q4 2021
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
6.81K
+ 387.32%
$1.81M - $1.98M
8.57K $499K
Feb 14, 2022 Q4 2021
Consilio Wealth Advisors, LLC

BUY
 -
6.79K
New
$1.81M - $1.97M
6.79K $395K
Feb 17, 2022 Q4 2021
Castleview Partners, LLC

Dallas, TX
BUY
 -
6.77K
+ 25059.26%
$1.8M - $1.97M
6.79K $395K
Feb 09, 2022 Q4 2021
Mgo One Seven LLC

Beachwood, OH
BUY
 -
6.61K
+ 66.52%
$1.76M - $1.92M
16.5K $963K
Feb 14, 2022 Q4 2021
Truist Financial Corp

BUY
 -
6.58K
+ 0.4%
$1.75M - $1.91M
1.64M $95.3M
Feb 11, 2022 Q4 2021
Saxon Interests, Inc.

BUY
 -
6.51K
New
$1.73M - $1.89M
6.51K $379K
Feb 11, 2022 Q4 2021
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
6.5K
+ 31.26%
$1.73M - $1.89M
27.3K $1.59M
Feb 15, 2022 Q4 2021
Flputnam Investment Management CO

Portland, ME
BUY
 -
6.44K
+ 2.06%
$1.71M - $1.87M
319K $18.5M
Jan 20, 2022 Q4 2021
Round Rock Advisors, LLC

BUY
 -
6.43K
New
$1.71M - $1.87M
6.43K $374K
Feb 07, 2022 Q4 2021
Phillips Financial Management, LLC

BUY
 -
6.42K
+ 2.62%
$1.71M - $1.87M
252K $14.7M
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

BUY
 -
6.41K
+ 299.63%
$1.7M - $1.86M
8.54K $497K
Feb 14, 2022 Q4 2021
Archvest Wealth Advisors, Inc.

BUY
 -
6.35K
New
$1.69M - $1.84M
6.35K $370K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
6.28K
+ 38.48%
$1.67M - $1.83M
22.6K $1.32M
Dec 19, 2023 Q4 2021
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
6.24K
+ 4.95%
$1.66M - $1.81M
132K $7.71M
Feb 09, 2022 Q4 2021
Pitti Group Wealth Management, LLC

BUY
 -
6.23K
New
$1.66M - $1.81M
6.23K $363K
Jan 27, 2022 Q4 2021
State Of Michigan Retirement System

BUY
 -
6.2K
+ 2.73%
$1.65M - $1.8M
234K $13.6M
Jan 27, 2022 Q4 2021
Campbell Wealth Management

BUY
 -
6.14K
New
$1.63M - $1.79M
6.14K $358K
Feb 04, 2022 Q4 2021
Cowa, LLC

Tulsa, OK
BUY
 -
6.14K
+ 43.97%
$1.63M - $1.79M
20.1K $1.17M
Feb 16, 2022 Q4 2021
Covington Capital Management

BUY
 -
6.06K
+ 84.25%
$1.61M - $1.76M
13.3K $772K
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

BUY
 -
6K
+ 3.54%
$1.59M - $1.74M
175K $10.2M
Jan 19, 2022 Q4 2021
Apcm Wealth Management For Individuals

BUY
 -
5.98K
+ 3.07%
$1.59M - $1.74M
201K $11.7M
Feb 01, 2022 Q4 2021
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
5.88K
+ 2.37%
$1.56M - $1.71M
255K $14.8M
Feb 14, 2022 Q4 2021
Lowe Brockenbrough & CO Inc

BUY
 -
5.85K
+ 7.62%
$1.55M - $1.7M
82.6K $4.81M
Feb 14, 2022 Q4 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
5.82K
+ 49.68%
$1.55M - $1.69M
17.5K $1.02M
Jan 26, 2022 Q4 2021
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
5.81K
+ 105.49%
$1.54M - $1.69M
11.3K $658K
Jan 26, 2022 Q4 2021
Lincoln National Corp

BUY
 -
5.68K
+ 12.74%
$1.51M - $1.65M
50.3K $2.93M
Jul 28, 2022 Q4 2021
Sanford Advisory Services, LLC

BUY
 -
5.68K
+ 3.97%
$1.51M - $1.65M
149K $8.65M
Jan 27, 2022 Q4 2021
Brown Advisory Inc

BUY
 -
5.65K
+ 24.81%
$1.5M - $1.64M
28.4K $1.65M
Feb 14, 2022 Q4 2021
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
5.62K
+ 10.2%
$1.49M - $1.63M
60.8K $3.54M
Jan 24, 2022 Q4 2021
Crescent Grove Advisors, LLC

BUY
 -
5.61K
+ 11.18%
$1.49M - $1.63M
55.8K $3.25M
Feb 14, 2022 Q4 2021
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
5.59K
+ 3.9%
$1.49M - $1.63M
149K $8.67M
Feb 03, 2022 Q4 2021
Jfs Wealth Advisors, LLC

BUY
 -
5.57K
+ 4.19%
$1.48M - $1.62M
139K $8.07M
Feb 14, 2022 Q4 2021
Chandler Asset Management, Inc.

BUY
 -
5.57K
+ 3.06%
$1.48M - $1.62M
188K $10.9M
Feb 17, 2022 Q4 2021
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
5.52K
New
$1.47M - $1.6M
5.52K $322K
Feb 07, 2022 Q4 2021
Hamilton Capital, LLC

Columbus, OH
BUY
 -
5.42K
New
$1.44M - $1.57M
5.42K $315K
Jan 26, 2022 Q4 2021
New Square Capital LLC

BUY
 -
5.41K
+ 11.03%
$1.44M - $1.57M
54.4K $3.17M
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5.4K
+ 1.82%
$1.43M - $1.57M
302K $17.6M
Jan 26, 2022 Q4 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
5.39K
+ 2.85%
$1.43M - $1.57M
195K $11.3M
Feb 10, 2022 Q4 2021
Crewe Advisors LLC

BUY
 -
5.39K
+ 5.75%
$1.43M - $1.57M
99.2K $5.77M
Jan 20, 2022 Q4 2021
Ccg Wealth Management, LLC

BUY
 -
5.38K
+ 28.29%
$1.43M - $1.56M
24.4K $1.42M
Jan 24, 2022 Q4 2021
Verde Capital Management

BUY
 -
5.31K
+ 6.17%
$1.41M - $1.54M
91.4K $5.32M
Feb 10, 2022 Q4 2021
Stone X Group Inc.

BUY
 -
5.31K
+ 11.21%
$1.41M - $1.54M
52.6K $3.06M

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