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 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
77+ 2.03% |
$3.44K - $19.8K
|
3.87K
$243K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
77+ 4.65% |
$3.44K - $19.8K
|
1.73K
$109K
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
76+ 3.73% |
$3.4K - $19.5K
|
2.11K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
76+ 0.52% |
$3.4K - $19.5K
|
14.7K
$924K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
75+ 1.25% |
$3.36K - $19.3K
|
6.07K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
75+ 5.99% |
$3.36K - $19.3K
|
1.33K
$83.2K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
74+ 1.79% |
$3.31K - $19K
|
4.22K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
73+ 0.46% |
$3.27K - $18.8K
|
16.1K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
72+ 1.26% |
$3.22K - $18.5K
|
5.79K
$363K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
71+ 4.54% |
$3.18K - $18.2K
|
1.64K
$102K
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
71+ 3.96% |
$3.18K - $18.2K
|
1.87K
$117K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
71+ 6.22% |
$3.18K - $18.2K
|
1.21K
$76K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
67+ 352.63% |
$3K - $17.2K
|
86
$5.39K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65+ 216.67% |
$2.91K - $16.7K
|
95
$5.95K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
64+ 5.8% |
$2.86K - $16.4K
|
1.17K
$73.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
63+ 4.56% |
$2.82K - $16.2K
|
1.44K
$90.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
60+ 0.54% |
$2.68K - $15.4K
|
11.3K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
59+ 1.42% |
$2.64K - $15.2K
|
4.22K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
58+ 4.05% |
$2.59K - $14.9K
|
1.49K
$93.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
57+ 0.76% |
$2.55K - $14.6K
|
7.56K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
57+ 1.75% |
$2.55K - $14.6K
|
3.31K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
56+ 1.25% |
$2.51K - $14.4K
|
4.53K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
55+ 0.37% |
$2.46K - $14.1K
|
14.8K
$927K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
54+ 0.07% |
$2.42K - $13.9K
|
75K
$4.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
53+ 5.48% |
$2.37K - $13.6K
|
1.02K
$63.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
52+ 0.99% |
$2.33K - $13.4K
|
5.28K
$331K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
52+ 2.52% |
$2.33K - $13.4K
|
2.11K
$132K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
52+ 1.12% |
$2.33K - $13.4K
|
4.71K
$295K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
52+ 0.65% |
$2.33K - $13.4K
|
8.06K
$505K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
51+ 0.85% |
$2.28K - $13.1K
|
6.04K
$379K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
51+ 2.49% |
$2.28K - $13.1K
|
2.1K
$131K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
50+ 0.81% |
$2.24K - $12.9K
|
6.2K
$388K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
48+ 137.14% |
$2.15K - $12.3K
|
83
$5.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
48+ 1.36% |
$2.15K - $12.3K
|
3.57K
$224K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
48+ 0.1% |
$2.15K - $12.3K
|
49.4K
$3.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
46+ 1.44% |
$2.06K - $11.8K
|
3.24K
$203K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
46+ 41.07% |
$2.06K - $11.8K
|
158
$9.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
46+ 2.89% |
$2.06K - $11.8K
|
1.64K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
45New |
$2.01K - $11.6K
|
45
$2.82K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 122.22% |
$1.97K - $11.3K
|
80
$5.01K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
44+ 2.44% |
$1.97K - $11.3K
|
1.85K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
44+ 3.25% |
$1.97K - $11.3K
|
1.4K
$87.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
43New |
$1.92K - $11.1K
|
43
$2.69K
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
42+ 4.07% |
$1.88K - $10.8K
|
1.08K
$67.4K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
42+ 0.43% |
$1.88K - $10.8K
|
9.77K
$612K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
41+ 2.97% |
$1.83K - $10.5K
|
1.42K
$89.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
39+ 3.59% |
$1.74K - $10K
|
1.12K
$70.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37New |
$1.66K - $9.51K
|
37
$2.32K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37New |
$1.66K - $9.51K
|
37
$2.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
37+ 0.46% |
$1.66K - $9.51K
|
8.09K
$507K
|