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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
219+ 0.82% |
$9.8K - $56.3K
|
27K
$1.69M
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
217+ 7.63% |
$9.71K - $55.8K
|
3.06K
$192K
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
216+ 1.02% |
$9.66K - $55.5K
|
21.3K
$1.34M
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
215+ 4.89% |
$9.62K - $55.3K
|
4.61K
$289K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
213+ 0.67% |
$9.53K - $54.7K
|
31.8K
$1.99M
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
212+ 0.34% |
$9.48K - $54.5K
|
63.5K
$3.98M
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
210+ 2.52% |
$9.4K - $54K
|
8.54K
$535K
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
207+ 12.31% |
$9.26K - $53.2K
|
1.89K
$118K
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
207+ 1.38% |
$9.26K - $53.2K
|
15.2K
$952K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
204New |
$9.13K - $52.4K
|
204
$12.8K
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
202+ 0.83% |
$9.04K - $51.9K
|
24.6K
$1.54M
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
200+ 9.6% |
$8.95K - $51.4K
|
2.28K
$143K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
200+ 21.72% |
$8.95K - $51.4K
|
1.12K
$70.2K
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
198+ 1.09% |
$8.86K - $50.9K
|
18.4K
$1.15M
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
197+ 5.03% |
$8.81K - $50.6K
|
4.12K
$258K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
191+ 2.55% |
$8.55K - $49.1K
|
7.69K
$482K
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
190+ 16.24% |
$8.5K - $48.8K
|
1.36K
$85.2K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
189+ 4.12% |
$8.46K - $48.6K
|
4.78K
$300K
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
188+ 1.58% |
$8.41K - $48.3K
|
12.1K
$757K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
183+ 0.62% |
$8.19K - $47K
|
29.5K
$1.85M
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
177+ 2.3% |
$7.92K - $45.5K
|
7.88K
$494K
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
172+ 0.71% |
$7.7K - $44.2K
|
24.2K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
168+ 2.46% |
$7.52K - $43.2K
|
7K
$439K
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
167+ 12.39% |
$7.47K - $42.9K
|
1.52K
$94.9K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
166+ 2.9% |
$7.43K - $42.7K
|
5.89K
$369K
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
163+ 1.12% |
$7.29K - $41.9K
|
14.7K
$918K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
162+ 76.06% |
$7.25K - $41.6K
|
375
$23.5K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
161+ 2.22% |
$7.2K - $41.4K
|
7.42K
$465K
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
161+ 2.39% |
$7.2K - $41.4K
|
6.9K
$432K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
160+ 7.96% |
$7.16K - $41.1K
|
2.17K
$136K
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
159+ 3.66% |
$7.11K - $40.9K
|
4.5K
$282K
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
157+ 2.03% |
$7.02K - $40.3K
|
7.9K
$495K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
157New |
$7.02K - $40.3K
|
157
$9.84K
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
156+ 2.35% |
$6.98K - $40.1K
|
6.81K
$426K
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
156+ 3.9% |
$6.98K - $40.1K
|
4.15K
$260K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
152+ 11.38% |
$6.8K - $39.1K
|
1.49K
$93.2K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
152+ 3.09% |
$6.8K - $39.1K
|
5.07K
$317K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
145+ 0.57% |
$6.49K - $37.3K
|
25.6K
$1.6M
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
144+ 1.45% |
$6.44K - $37K
|
10.1K
$633K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
141+ 2.01% |
$6.31K - $36.2K
|
7.16K
$448K
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
140+ 0.63% |
$6.26K - $36K
|
22.3K
$1.39M
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
138+ 9.39% |
$6.17K - $35.5K
|
1.61K
$101K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
138New |
$6.17K - $35.5K
|
138
$8.65K
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
BUY
|
- |
137+ 3.82% |
$6.13K - $35.2K
|
3.72K
$233K
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
133+ 6.56% |
$5.95K - $34.2K
|
2.16K
$135K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
132+ 2.76% |
$5.91K - $33.9K
|
4.92K
$308K
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
127+ 50.8% |
$5.68K - $32.6K
|
377
$23.6K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
125New |
$5.59K - $32.1K
|
125
$7.83K
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
124+ 0.36% |
$5.55K - $31.9K
|
34.9K
$2.19M
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
124+ 67.39% |
$5.55K - $31.9K
|
308
$19.3K
|