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 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
53.6K+ 45.94% |
$2.4M - $13.8M
|
170K
$11M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
52.4K+ 4.82% |
$2.34M - $13.5M
|
1.14M
$73.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
52K+ 108.1% |
$2.33M - $13.4M
|
100K
$6.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
50KNew |
$2.24M - $12.9M
|
50K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
49.9KNew |
$2.23M - $12.8M
|
49.9K
$3.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
49.6K+ 41311.67% |
$2.22M - $12.7M
|
49.7K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
48K+ 213.81% |
$2.15M - $12.3M
|
70.5K
$4.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.8K+ 5.07% |
$2.09M - $12M
|
970K
$62.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
46.8KNew |
$2.09M - $12M
|
46.8K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
45.8K+ 2.8% |
$2.05M - $11.8M
|
1.68M
$109M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
45.1K+ 7.92% |
$2.02M - $11.6M
|
614K
$39.8M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.1K+ 5.36% |
$1.93M - $11.1M
|
847K
$54.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
39.9K+ 28.84% |
$1.79M - $10.3M
|
178K
$11.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38.2KNew |
$1.71M - $9.82M
|
38.2K
$2.47M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
37.4K+ 28.09% |
$1.67M - $9.6M
|
170K
$11M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
37.3K+ 85.12% |
$1.67M - $9.59M
|
81.1K
$5.25M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37.2K+ 837.86% |
$1.67M - $9.57M
|
41.7K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
36.5KNew |
$1.63M - $9.38M
|
36.5K
$2.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
35.2K+ 1716.37% |
$1.58M - $9.06M
|
37.3K
$2.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
35K+ 21.76% |
$1.56M - $8.98M
|
196K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
34.7KNew |
$1.55M - $8.92M
|
34.7K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.6K+ 16.98% |
$1.55M - $8.88M
|
238K
$15.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
34.6K+ 31.28% |
$1.55M - $8.88M
|
145K
$9.38M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
34.1K+ 36.61% |
$1.52M - $8.76M
|
127K
$8.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
33.8K+ 70.43% |
$1.51M - $8.69M
|
81.8K
$5.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
33K+ 178.63% |
$1.48M - $8.49M
|
51.5K
$3.33M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
32.7KNew |
$1.46M - $8.39M
|
32.7K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
31.8KNew |
$1.42M - $8.18M
|
31.8K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.8K+ 1.63% |
$1.42M - $8.18M
|
1.98M
$128M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
31.1KNew |
$1.39M - $8M
|
31.1K
$2.02M
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
31KNew |
$1.39M - $7.96M
|
31K
$2M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
30.2KNew |
$1.35M - $7.76M
|
30.2K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30K+ 8.72% |
$1.34M - $7.72M
|
375K
$24.2M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
30KNew |
$1.34M - $7.72M
|
30K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
29.8K+ 8.76% |
$1.33M - $7.66M
|
370K
$24M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
29.1K+ 91.15% |
$1.3M - $7.47M
|
60.9K
$3.94M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
28.1K+ 54.7% |
$1.26M - $7.21M
|
79.4K
$5.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28K+ 13.34% |
$1.25M - $7.2M
|
238K
$15.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.5K+ 48.08% |
$1.23M - $7.06M
|
84.6K
$5.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
27K+ 64.24% |
$1.21M - $6.93M
|
68.9K
$4.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26.2K+ 56.31% |
$1.17M - $6.72M
|
72.6K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
26.1K+ 50.36% |
$1.17M - $6.71M
|
77.9K
$5.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
26KNew |
$1.16M - $6.69M
|
26K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
25.5KNew |
$1.14M - $6.56M
|
25.5K
$1.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23.8K+ 742.44% |
$1.07M - $6.12M
|
27K
$1.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
23.4K+ 943.08% |
$1.05M - $6.02M
|
25.9K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
23.2KNew |
$1.04M - $5.97M
|
23.2K
$1.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
23.2K+ 602.49% |
$1.04M - $5.96M
|
27K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
23.1K+ 253.48% |
$1.04M - $5.95M
|
32.3K
$2.09M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
23.1K+ 253.48% |
$1.04M - $5.95M
|
32.3K
$2.09M
|