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 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.04% |
$44.7 - $257
|
2.38K
$130K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.06% |
$44.7 - $257
|
1.79K
$98.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$44.7 - $257
|
8.45K
$463K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.0% |
$44.7 - $257
|
127K
$6.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$44.7 - $257
|
917
$50.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$44.7 - $257
|
992
$54.4K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.07% |
$44.7 - $257
|
1.36K
$74.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.04% |
$44.7 - $257
|
2.63K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$44.7 - $257
|
1.55K
$85.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.18% |
$44.7 - $257
|
551
$30.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1- 0.08% |
$44.7 - $257
|
1.24K
$68K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1- 0.01% |
$44.7 - $257
|
8.79K
$482K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1- 0.08% |
$44.7 - $257
|
1.23K
$67.4K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2- 0.08% |
$89.5 - $514
|
2.61K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 0.03% |
$134 - $771
|
10.5K
$577K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-4- 0.04% |
$179 - $1.03K
|
9.11K
$500K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4- 0.01% |
$179 - $1.03K
|
36.2K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4- 0.04% |
$179 - $1.03K
|
10.7K
$588K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-4- 0.02% |
$179 - $1.03K
|
24.9K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5- 0.02% |
$224 - $1.29K
|
26.6K
$1.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5- 0.52% |
$224 - $1.29K
|
956
$52.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.1% |
$224 - $1.29K
|
4.98K
$273K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5- 0.08% |
$224 - $1.29K
|
5.91K
$324K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-6- 0.19% |
$268 - $1.54K
|
3.16K
$173K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-6- 0.47% |
$268 - $1.54K
|
1.28K
$70.4K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
SELL
|
- |
-6- 0.04% |
$268 - $1.54K
|
14.4K
$792K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-7- 0.41% |
$313 - $1.8K
|
1.72K
$94.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.66% |
$313 - $1.8K
|
1.06K
$58.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.15% |
$313 - $1.8K
|
4.61K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7- 0.09% |
$313 - $1.8K
|
7.87K
$431K
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-8- 0.01% |
$358 - $2.06K
|
59.8K
$3.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8- 0.16% |
$358 - $2.06K
|
5.11K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-8- 0.09% |
$358 - $2.06K
|
8.49K
$466K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-9- 0.49% |
$403 - $2.31K
|
1.84K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-9- 7.38% |
$403 - $2.31K
|
113
$6.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10- 0.29% |
$447 - $2.57K
|
3.44K
$189K
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-10- 0.8% |
$447 - $2.57K
|
1.25K
$68.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-10- 0.32% |
$447 - $2.57K
|
3.14K
$172K
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-10- 0.18% |
$447 - $2.57K
|
5.68K
$312K
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-10- 0.03% |
$447 - $2.57K
|
30.3K
$1.66M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-10- 0.09% |
$447 - $2.57K
|
11.6K
$637K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 0.8% |
$447 - $2.57K
|
1.25K
$68.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.34% |
$447 - $2.57K
|
2.95K
$162K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-11- 0.33% |
$492 - $2.83K
|
3.32K
$182K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-12- 0.62% |
$537 - $3.08K
|
1.92K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-13- 0.38% |
$582 - $3.34K
|
3.38K
$186K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 0.64% |
$582 - $3.34K
|
2.03K
$112K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.84% |
$626 - $3.6K
|
1.66K
$91K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-14- 43.75% |
$626 - $3.6K
|
18
$987
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14- 0.43% |
$626 - $3.6K
|
3.26K
$179K
|