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 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-813- 16.49% |
$36.4K - $209K
|
4.12K
$250K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-815- 12.88% |
$36.5K - $209K
|
5.51K
$335K
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-815- 5.54% |
$36.5K - $209K
|
13.9K
$844K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-820Closed |
$36.7K - $211K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-824- 8.29% |
$36.9K - $212K
|
9.11K
$553K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-832- 1.71% |
$37.2K - $214K
|
47.7K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-835- 6.56% |
$37.4K - $215K
|
11.9K
$722K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-837- 2.45% |
$37.4K - $215K
|
33.3K
$2.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-855- 11.88% |
$38.3K - $220K
|
6.34K
$385K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-856- 1.01% |
$38.3K - $220K
|
84.2K
$5.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-863- 0.56% |
$38.6K - $222K
|
155K
$9.38M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-864- 28.55% |
$38.7K - $222K
|
2.16K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-868- 45.66% |
$38.8K - $223K
|
1.03K
$62.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-871- 3.87% |
$39K - $224K
|
21.6K
$1.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-915- 4.8% |
$40.9K - $235K
|
18.1K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-921- 11.82% |
$41.2K - $237K
|
6.87K
$417K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-926- 0.24% |
$41.4K - $238K
|
384K
$23.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-927- 41.46% |
$41.5K - $238K
|
1.31K
$79.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-928- 2.93% |
$41.5K - $238K
|
30.7K
$1.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-931- 13.58% |
$41.7K - $239K
|
5.92K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-935- 16.6% |
$41.8K - $240K
|
4.7K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-936- 11.9% |
$41.9K - $241K
|
6.93K
$421K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-946- 16.72% |
$42.3K - $243K
|
4.71K
$286K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-968- 38.49% |
$43.3K - $249K
|
1.55K
$93.9K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-974- 3.83% |
$43.6K - $250K
|
24.4K
$1.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-981- 1.2% |
$43.9K - $252K
|
81K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-984- 3.76% |
$44K - $253K
|
25.2K
$1.53M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-991- 20.36% |
$44.3K - $255K
|
3.88K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1K- 53.02% |
$44.8K - $257K
|
887
$53.8K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1K- 2.1% |
$44.9K - $258K
|
46.9K
$2.84M
|
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.01K- 4.59% |
$45K - $259K
|
20.9K
$1.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.01K- 2.78% |
$45.1K - $259K
|
35.3K
$2.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.02K- 2.83% |
$45.5K - $262K
|
34.9K
$2.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.02K- 1.58% |
$45.6K - $262K
|
63.3K
$3.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.05K- 33.1% |
$47.1K - $271K
|
2.13K
$129K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.07K- 4.69% |
$48K - $276K
|
21.8K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.07K- 16.84% |
$48.1K - $276K
|
5.3K
$322K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.08K- 1.03% |
$48.4K - $278K
|
103K
$6.28M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 62.04% |
$48.5K - $279K
|
664
$40.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-1.11K- 9.22% |
$49.4K - $284K
|
10.9K
$661K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 4.88% |
$49.8K - $286K
|
21.7K
$1.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.16K- 2.39% |
$51.7K - $297K
|
47.2K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.16K- 4.37% |
$51.9K - $298K
|
25.4K
$1.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.17K- 3.67% |
$52.2K - $300K
|
30.6K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.18K- 80.92% |
$52.7K - $303K
|
278
$16.9K
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.19KClosed |
$53.1K - $305K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.19K- 15.34% |
$53.3K - $306K
|
6.58K
$399K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.2K- 2.39% |
$53.7K - $309K
|
49K
$2.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.2K- 0.48% |
$53.8K - $309K
|
248K
$15.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.21K- 0.68% |
$54.3K - $312K
|
178K
$10.8M
|