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 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-15- 0.44% |
$671 - $3.86K
|
3.4K
$223K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-15- 3.62% |
$671 - $3.86K
|
399
$26.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-15- 0.23% |
$671 - $3.86K
|
6.56K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-15- 0.62% |
$671 - $3.86K
|
2.39K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-16- 0.25% |
$716 - $4.11K
|
6.42K
$420K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-16- 0.7% |
$716 - $4.11K
|
2.25K
$148K
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-16- 0.85% |
$716 - $4.11K
|
1.87K
$122K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-17- 1.57% |
$761 - $4.37K
|
1.07K
$69.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-17- 0.66% |
$761 - $4.37K
|
2.55K
$167K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-18- 0.03% |
$805 - $4.63K
|
52.1K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-18- 0.49% |
$805 - $4.63K
|
3.68K
$241K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-19- 0.97% |
$850 - $4.88K
|
1.94K
$127K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-19- 0.47% |
$850 - $4.88K
|
4.06K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-19- 1.19% |
$850 - $4.88K
|
1.58K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-19- 1.1% |
$850 - $4.88K
|
1.7K
$112K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-20- 0.9% |
$895 - $5.14K
|
2.19K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-20- 0.68% |
$895 - $5.14K
|
2.91K
$191K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 0.62% |
$940 - $5.4K
|
3.34K
$219K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-21- 23.6% |
$940 - $5.4K
|
68
$4.45K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-22- 0.74% |
$984 - $5.65K
|
2.93K
$192K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-23- 1.75% |
$1.03K - $5.91K
|
1.29K
$84.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
SELL
|
- |
-23- 1.04% |
$1.03K - $5.91K
|
2.18K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23- 0.61% |
$1.03K - $5.91K
|
3.73K
$244K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-24- 8.05% |
$1.07K - $6.17K
|
274
$17.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-25- 1.13% |
$1.12K - $6.43K
|
2.19K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-25- 2.66% |
$1.12K - $6.43K
|
915
$59.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-26- 2.01% |
$1.16K - $6.68K
|
1.27K
$82.8K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26- 6.82% |
$1.16K - $6.68K
|
355
$23.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-27- 0.12% |
$1.21K - $6.94K
|
22.1K
$1.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-27- 0.62% |
$1.21K - $6.94K
|
4.33K
$284K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-27- 0.99% |
$1.21K - $6.94K
|
2.71K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-27- 2.08% |
$1.21K - $6.94K
|
1.27K
$83.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-29- 0.06% |
$1.3K - $7.45K
|
48K
$3.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-29- 1.22% |
$1.3K - $7.45K
|
2.36K
$154K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-30- 0.74% |
$1.34K - $7.71K
|
4.05K
$265K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-30- 0.71% |
$1.34K - $7.71K
|
4.18K
$274K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-31- 4.37% |
$1.39K - $7.97K
|
679
$44.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-33- 3.21% |
$1.48K - $8.48K
|
996
$65.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-33- 1.46% |
$1.48K - $8.48K
|
2.23K
$146K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35- 5.3% |
$1.57K - $9K
|
626
$41K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-35- 0.04% |
$1.57K - $9K
|
93.5K
$6.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-35- 0.52% |
$1.57K - $9K
|
6.66K
$436K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-35- 0.16% |
$1.57K - $9K
|
21.9K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-36- 2.68% |
$1.61K - $9.25K
|
1.31K
$85.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-36- 1.59% |
$1.61K - $9.25K
|
2.23K
$146K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-36- 1.97% |
$1.61K - $9.25K
|
1.8K
$118K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-37- 18.88% |
$1.66K - $9.51K
|
159
$10.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-37- 0.75% |
$1.66K - $9.51K
|
4.9K
$321K
|
|
|
Jan 23, 2023
Q4 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-38- 2.87% |
$1.7K - $9.77K
|
1.29K
$84.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-38- 0.92% |
$1.7K - $9.77K
|
4.1K
$268K
|