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 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.58K+ 2.16% |
$115K - $663K
|
122K
$7.67M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.58K+ 2.61% |
$115K - $662K
|
101K
$6.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.52KNew |
$113K - $647K
|
2.52K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
2.5KNew |
$112K - $644K
|
2.5K
$158K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.49K+ 42.06% |
$112K - $641K
|
8.42K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
2.48KNew |
$111K - $637K
|
2.48K
$156K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.46K+ 0.7% |
$110K - $633K
|
356K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.46K+ 3.46% |
$110K - $633K
|
73.6K
$4.63M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.45K+ 2.74% |
$110K - $630K
|
92.1K
$5.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.45K+ 14.32% |
$110K - $629K
|
19.5K
$1.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.41KNew |
$108K - $619K
|
2.41K
$152K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.4K+ 0.47% |
$107K - $617K
|
513K
$32.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.39K+ 0.21% |
$107K - $615K
|
1.17M
$73.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.37K+ 6.86% |
$106K - $608K
|
36.9K
$2.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.35K+ 32.14% |
$105K - $605K
|
9.67K
$609K
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.31KNew |
$104K - $595K
|
2.31K
$146K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.31K+ 1.11% |
$103K - $594K
|
211K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.31K+ 8.21% |
$103K - $593K
|
30.4K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.31K+ 155.88% |
$103K - $593K
|
3.79K
$238K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 0.89% |
$102K - $585K
|
258K
$16.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
2.27K+ 25.16% |
$101K - $582K
|
11.3K
$709K
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.26KNew |
$101K - $582K
|
2.26K
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.22K+ 71.41% |
$99.2K - $570K
|
5.32K
$335K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.19KNew |
$98.1K - $563K
|
2.19K
$138K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.19K+ 0.78% |
$97.8K - $562K
|
284K
$17.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.16KNew |
$96.6K - $555K
|
2.16K
$136K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.16K+ 50.82% |
$96.6K - $555K
|
6.41K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.15K+ 5.29% |
$96.3K - $553K
|
42.8K
$2.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2.15KNew |
$96K - $552K
|
2.15K
$135K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 69.87% |
$95.7K - $549K
|
5.2K
$327K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.14K+ 1.57% |
$95.6K - $549K
|
138K
$8.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.1K+ 11.95% |
$94K - $540K
|
19.7K
$1.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.09K+ 14.29% |
$93.5K - $537K
|
16.7K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.09K+ 15.92% |
$93.4K - $537K
|
15.2K
$957K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.08K+ 5.93% |
$93.1K - $535K
|
37.2K
$2.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.07KNew |
$92.5K - $531K
|
2.07K
$130K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.06K+ 12.3% |
$92K - $528K
|
18.8K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.05KNew |
$91.6K - $526K
|
2.05K
$129K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.04K+ 18.21% |
$91.4K - $525K
|
13.3K
$834K
|
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
BUY
|
- |
2.03K+ 22.25% |
$90.7K - $521K
|
11.1K
$701K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.02KNew |
$90.3K - $519K
|
2.02K
$127K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.02KNew |
$90.2K - $518K
|
2.02K
$127K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 8.03% |
$89.6K - $515K
|
26.9K
$1.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.99KNew |
$89K - $511K
|
1.99K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.97K+ 7.16% |
$88K - $506K
|
29.5K
$1.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.96KNew |
$87.6K - $503K
|
1.96K
$123K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.95K+ 12.43% |
$87.4K - $502K
|
17.7K
$1.11M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.95KNew |
$87.4K - $502K
|
1.95K
$123K
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
1.95K+ 2.16% |
$87.1K - $500K
|
92.2K
$5.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1.89K+ 1.62% |
$84.7K - $487K
|
119K
$7.48M
|