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 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.7K+ 3.37% |
$718K - $785K
|
83K
$5.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.67K+ 12.24% |
$709K - $775K
|
24.5K
$1.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.67K+ 161.71% |
$708K - $774K
|
4.31K
$291K
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.66KNew |
$706K - $771K
|
2.66K
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.66KNew |
$706K - $771K
|
2.66K
$179K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.64K+ 9.1% |
$703K - $768K
|
31.7K
$2.14M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.64K+ 7.09% |
$701K - $766K
|
39.8K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2.63K+ 41.09% |
$700K - $765K
|
9.04K
$611K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.63KNew |
$699K - $764K
|
2.63K
$178K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.63K+ 2.57% |
$699K - $764K
|
105K
$7.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$688K - $752K
|
2.59K
$175K
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
2.57KNew |
$683K - $747K
|
2.57K
$174K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.57K+ 205.27% |
$683K - $747K
|
3.82K
$258K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
2.57K+ 58.25% |
$683K - $746K
|
6.98K
$471K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.56K+ 5.11% |
$680K - $743K
|
52.6K
$3.56M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.56K+ 5.11% |
$680K - $743K
|
52.6K
$3.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.55K+ 1.65% |
$678K - $741K
|
157K
$10.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.54K+ 504.98% |
$674K - $737K
|
3.04K
$205K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.53K+ 4.71% |
$672K - $735K
|
56.2K
$3.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.52K+ 60.84% |
$669K - $731K
|
6.65K
$449K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.51KNew |
$667K - $730K
|
2.51K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
2.51K+ 16.8% |
$666K - $728K
|
17.4K
$1.18M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.48KNew |
$658K - $719K
|
2.48K
$167K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.47KNew |
$657K - $718K
|
2.47K
$167K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.47K+ 8.37% |
$656K - $717K
|
32K
$2.16M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
2.45K+ 10.39% |
$651K - $712K
|
26K
$1.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.45K+ 17.17% |
$651K - $711K
|
16.7K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.39K+ 4.44% |
$635K - $694K
|
56.2K
$3.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2.39KNew |
$634K - $694K
|
2.39K
$161K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.38KNew |
$633K - $692K
|
2.38K
$161K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
2.36K+ 22.31% |
$628K - $686K
|
12.9K
$875K
|
|
|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
2.35K+ 5.43% |
$624K - $682K
|
45.6K
$3.08M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.33KNew |
$619K - $676K
|
2.33K
$157K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.33K+ 3.39% |
$618K - $676K
|
71K
$4.79M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 5.96% |
$617K - $674K
|
41.3K
$2.79M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.32K+ 1.1% |
$617K - $674K
|
213K
$14.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.32K+ 5.63% |
$616K - $673K
|
43.5K
$2.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.31K+ 2.92% |
$614K - $671K
|
81.4K
$5.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
2.31K+ 30.62% |
$613K - $670K
|
9.84K
$665K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2.3KNew |
$610K - $667K
|
2.3K
$155K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.26K+ 0.54% |
$602K - $657K
|
424K
$28.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
2.26K+ 2.68% |
$601K - $657K
|
86.5K
$5.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
2.23K+ 1.12% |
$593K - $648K
|
201K
$13.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.23K+ 1.68% |
$592K - $647K
|
135K
$9.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 23.95% |
$592K - $647K
|
11.5K
$779K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
2.22K+ 1.07% |
$590K - $645K
|
209K
$14.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
2.22KNew |
$589K - $644K
|
2.22K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.17KNew |
$576K - $630K
|
2.17K
$146K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.15K+ 21.61% |
$572K - $625K
|
12.1K
$818K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.15K+ 17.04% |
$571K - $624K
|
14.8K
$997K
|