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 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-116- 4.62% |
$5.19K - $29.8K
|
2.39K
$131K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-118- 3.23% |
$5.28K - $30.3K
|
3.54K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-118- 2.03% |
$5.28K - $30.3K
|
5.71K
$313K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 0.62% |
$5.28K - $30.3K
|
19K
$1.04M
|
|
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-118- 1.78% |
$5.28K - $30.3K
|
6.52K
$358K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-119- 2.32% |
$5.32K - $30.6K
|
5.02K
$275K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-119- 0.98% |
$5.32K - $30.6K
|
12K
$660K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-120- 5.42% |
$5.37K - $30.8K
|
2.09K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-120- 2.24% |
$5.37K - $30.8K
|
5.24K
$288K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-122- 82.99% |
$5.46K - $31.4K
|
25
$1.37K
|
|
|
Feb 10, 2025
Q4 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-122- 12.47% |
$5.46K - $31.4K
|
856
$47K
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-125- 2.24% |
$5.59K - $32.1K
|
5.46K
$300K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-126- 3.45% |
$5.64K - $32.4K
|
3.53K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-127- 9.79% |
$5.68K - $32.6K
|
1.17K
$64.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-128- 1.65% |
$5.73K - $32.9K
|
7.64K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-128- 6.3% |
$5.73K - $32.9K
|
1.9K
$104K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-131- 10.34% |
$5.86K - $33.7K
|
1.14K
$62.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-132- 1.51% |
$5.91K - $33.9K
|
8.6K
$471K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-133- 2.68% |
$5.95K - $34.2K
|
4.84K
$265K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-133- 4.84% |
$5.95K - $34.2K
|
2.61K
$143K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-133- 79.17% |
$5.95K - $34.2K
|
35
$1.92K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-134- 3.23% |
$6K - $34.4K
|
4.01K
$220K
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-139- 0.81% |
$6.22K - $35.7K
|
17K
$931K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-141- 0.79% |
$6.31K - $36.2K
|
17.7K
$968K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-145- 2.03% |
$6.49K - $37.3K
|
7.01K
$384K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-148- 0.29% |
$6.62K - $38K
|
51.6K
$2.83M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-150- 10.97% |
$6.71K - $38.6K
|
1.22K
$66.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-150- 1.72% |
$6.71K - $38.6K
|
8.57K
$470K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-151- 3.97% |
$6.76K - $38.8K
|
3.65K
$200K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-153- 0.71% |
$6.85K - $39.3K
|
21.5K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-154- 4.57% |
$6.89K - $39.6K
|
3.21K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-156- 10.74% |
$6.98K - $40.1K
|
1.3K
$71.1K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-157- 1.94% |
$7.02K - $40.3K
|
7.95K
$436K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-160- 2.13% |
$7.16K - $41.1K
|
7.36K
$404K
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-161- 1.56% |
$7.2K - $41.4K
|
10.2K
$558K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-162- 1.74% |
$7.25K - $41.6K
|
9.14K
$501K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-162- 27.23% |
$7.25K - $41.6K
|
433
$23.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-163- 5.8% |
$7.29K - $41.9K
|
2.65K
$145K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-163- 0.57% |
$7.29K - $41.9K
|
28.5K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-163- 0.95% |
$7.29K - $41.9K
|
17K
$934K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-164- 6.68% |
$7.34K - $42.1K
|
2.29K
$126K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-164- 7.53% |
$7.34K - $42.1K
|
2.01K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-164- 5.79% |
$7.34K - $42.1K
|
2.67K
$146K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
SELL
|
- |
-165- 9.65% |
$7.38K - $42.4K
|
1.55K
$84.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-166- 0.2% |
$7.43K - $42.7K
|
84.5K
$4.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-166- 2.02% |
$7.43K - $42.7K
|
8.06K
$442K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-166- 1.4% |
$7.43K - $42.7K
|
11.7K
$641K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-168- 15.92% |
$7.52K - $43.2K
|
887
$48.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-169- 16.52% |
$7.56K - $43.4K
|
854
$46.8K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-170- 15.34% |
$7.61K - $43.7K
|
938
$51.4K
|