Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
528+ 4.04% |
$23.6K - $136K
|
13.6K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
525New |
$23.5K - $135K
|
525
$32.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
520+ 9.06% |
$23.3K - $134K
|
6.26K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
519+ 14.72% |
$23.2K - $133K
|
4.05K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
512+ 2.29% |
$22.9K - $132K
|
22.8K
$1.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
500+ 2.25% |
$22.4K - $129K
|
22.7K
$1.42M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
498+ 1.33% |
$22.3K - $128K
|
37.9K
$2.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
495+ 13.24% |
$22.1K - $127K
|
4.23K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
495+ 1.41% |
$22.1K - $127K
|
35.5K
$2.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
487+ 5.17% |
$21.8K - $125K
|
9.91K
$621K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
483+ 5.51% |
$21.6K - $124K
|
9.25K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
482+ 2.16% |
$21.6K - $124K
|
22.8K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
479+ 2.41% |
$21.4K - $123K
|
20.3K
$1.27M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
472+ 2.05% |
$21.1K - $121K
|
23.5K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
470+ 91.8% |
$21K - $121K
|
982
$61.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
460+ 2.33% |
$20.6K - $118K
|
20.2K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
459+ 2.15% |
$20.5K - $118K
|
21.8K
$1.37M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
452+ 1.58% |
$20.2K - $116K
|
29K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
450+ 39.13% |
$20.1K - $116K
|
1.6K
$100K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
448+ 6.6% |
$20K - $115K
|
7.24K
$453K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
447+ 6.23% |
$20K - $115K
|
7.62K
$478K
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
444+ 0.58% |
$19.9K - $114K
|
76.4K
$4.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
440+ 12.64% |
$19.7K - $113K
|
3.92K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
440+ 10.94% |
$19.7K - $113K
|
4.46K
$280K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
432+ 41.14% |
$19.3K - $111K
|
1.48K
$92.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
429+ 2.74% |
$19.2K - $110K
|
16.1K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
427+ 106.48% |
$19.1K - $110K
|
828
$51.9K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
426+ 26.86% |
$19.1K - $109K
|
2.01K
$126K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
425+ 0.88% |
$19K - $109K
|
48.5K
$3.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
422+ 0.65% |
$18.9K - $108K
|
65.7K
$4.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
416+ 0.38% |
$18.6K - $107K
|
109K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
416+ 3.56% |
$18.6K - $107K
|
12.1K
$758K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
409+ 5.5% |
$18.3K - $105K
|
7.85K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
408+ 12.0% |
$18.3K - $105K
|
3.81K
$239K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
407+ 0.73% |
$18.2K - $105K
|
56K
$3.51M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
405+ 15.61% |
$18.1K - $104K
|
3K
$188K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
404+ 11.35% |
$18.1K - $104K
|
3.96K
$248K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
402+ 2.35% |
$18K - $103K
|
17.5K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
401+ 13366.67% |
$17.9K - $103K
|
404
$25.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
395+ 1.54% |
$17.7K - $102K
|
26.1K
$1.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
383+ 9.17% |
$17.1K - $98.4K
|
4.56K
$286K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
382+ 12.83% |
$17.1K - $98.2K
|
3.36K
$211K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
381+ 38.88% |
$17K - $97.9K
|
1.36K
$85.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
380+ 2.45% |
$17K - $97.7K
|
15.9K
$997K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
379+ 2.56% |
$17K - $97.4K
|
15.2K
$952K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
378+ 2.26% |
$16.9K - $97.1K
|
17.1K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
376+ 0.87% |
$16.8K - $96.6K
|
43.6K
$2.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
363+ 10.43% |
$16.2K - $93.3K
|
3.84K
$241K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
362+ 12.1% |
$16.2K - $93K
|
3.35K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
362+ 0.74% |
$16.2K - $93K
|
49.2K
$3.08M
|