Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
322+ 2.33% |
$80.9K - $91.9K
|
14.2K
$886K
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
317+ 3.15% |
$79.6K - $90.5K
|
10.4K
$650K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
317+ 0.39% |
$79.6K - $90.5K
|
82K
$5.13M
|
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
316+ 2.34% |
$79.4K - $90.2K
|
13.8K
$866K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
310+ 7.19% |
$77.9K - $88.5K
|
4.62K
$289K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
307New |
$77.1K - $87.6K
|
307
$19.2K
|
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
307+ 0.29% |
$77.1K - $87.6K
|
107K
$6.67M
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
303+ 12.69% |
$76.1K - $86.5K
|
2.69K
$168K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
300+ 14.28% |
$75.4K - $85.6K
|
2.4K
$150K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
299+ 16.12% |
$75.1K - $85.3K
|
2.15K
$135K
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
BUY
|
- |
295+ 25.88% |
$74.1K - $84.2K
|
1.44K
$89.8K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
287+ 18.1% |
$72.1K - $81.9K
|
1.87K
$117K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
287+ 3.28% |
$72.1K - $81.9K
|
9.04K
$566K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
283+ 3.63% |
$71.1K - $80.8K
|
8.08K
$506K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
280+ 1.13% |
$70.3K - $79.9K
|
25.1K
$1.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
277+ 3.72% |
$69.6K - $79K
|
7.73K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
277+ 23.32% |
$69.6K - $79K
|
1.47K
$91.7K
|
|
|
May 05, 2022
Q1 2022
|
Univest Financial Corp
|
BUY
|
- |
276+ 2.23% |
$69.3K - $78.8K
|
12.7K
$793K
|
|
|
May 16, 2022
Q1 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
275+ 1.91% |
$69.1K - $78.5K
|
14.7K
$918K
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
273+ 6.88% |
$68.6K - $77.9K
|
4.24K
$265K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
270+ 19.2% |
$67.8K - $77K
|
1.68K
$105K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
266+ 3.48% |
$66.8K - $75.9K
|
7.92K
$496K
|
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
266+ 15.32% |
$66.8K - $75.9K
|
2K
$125K
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
264+ 2.56% |
$66.3K - $75.3K
|
10.6K
$662K
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
262+ 0.58% |
$65.8K - $74.8K
|
45.8K
$2.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
BUY
|
- |
257+ 3.87% |
$64.6K - $73.3K
|
6.89K
$431K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
257+ 24.55% |
$64.6K - $73.3K
|
1.3K
$81.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
256+ 23.99% |
$64.3K - $73.1K
|
1.32K
$82.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
256New |
$64.3K - $73.1K
|
256
$16K
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
255+ 4.21% |
$64.1K - $72.8K
|
6.31K
$395K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
250+ 5.09% |
$62.8K - $71.3K
|
5.16K
$323K
|
|
|
Apr 15, 2022
Q1 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
248+ 0.97% |
$62.3K - $70.8K
|
25.9K
$1.62M
|
|
|
May 02, 2022
Q1 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
245+ 27.07% |
$61.5K - $69.9K
|
1.15K
$72K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
243+ 2.64% |
$61K - $69.3K
|
9.45K
$592K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
243+ 50.84% |
$61K - $69.3K
|
721
$45.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
240+ 1.15% |
$60.3K - $68.5K
|
21K
$1.32M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
240+ 4.13% |
$60.3K - $68.5K
|
6.05K
$379K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
240+ 30.81% |
$60.3K - $68.5K
|
1.02K
$63.8K
|
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
238+ 20.8% |
$59.8K - $67.9K
|
1.38K
$86.5K
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
238+ 0.68% |
$59.8K - $67.9K
|
35.4K
$2.22M
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
233+ 56.28% |
$58.5K - $66.5K
|
647
$40.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
233+ 5.79% |
$58.5K - $66.5K
|
4.26K
$266K
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
229+ 1.08% |
$57.5K - $65.3K
|
21.4K
$1.34M
|
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
228+ 0.46% |
$57.3K - $65.1K
|
49.4K
$3.09M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
228+ 11.32% |
$57.3K - $65.1K
|
2.24K
$140K
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
225+ 1.75% |
$56.5K - $64.2K
|
13.1K
$818K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
224+ 5.19% |
$56.3K - $63.9K
|
4.54K
$284K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
224+ 4.83% |
$56.3K - $63.9K
|
4.86K
$304K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
223+ 4.42% |
$56K - $63.6K
|
5.27K
$330K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
220+ 6.28% |
$55.3K - $62.8K
|
3.73K
$233K
|