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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
220+ 2.22% |
$55.3K - $62.8K
|
10.1K
$635K
|
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
220+ 20.41% |
$55.3K - $62.8K
|
1.3K
$81.3K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
218+ 6.23% |
$54.8K - $62.2K
|
3.72K
$233K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
217+ 2.69% |
$54.5K - $61.9K
|
8.27K
$518K
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
215+ 6.04% |
$54K - $61.4K
|
3.77K
$236K
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
213+ 3.72% |
$53.5K - $60.8K
|
5.94K
$372K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
212+ 1.28% |
$53.3K - $60.5K
|
16.8K
$1.05M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
211+ 2.13% |
$53K - $60.2K
|
10.1K
$635K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
210+ 0.13% |
$52.8K - $59.9K
|
156K
$9.8M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
209+ 18.0% |
$52.5K - $59.6K
|
1.37K
$85.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
205+ 14.13% |
$51.5K - $58.5K
|
1.66K
$104K
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
202+ 17.34% |
$50.7K - $57.6K
|
1.37K
$85.7K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
202+ 1.87% |
$50.7K - $57.6K
|
11K
$690K
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
200+ 11.49% |
$50.2K - $57.1K
|
1.94K
$122K
|
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
200+ 11.08% |
$50.2K - $57.1K
|
2.01K
$126K
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
200New |
$50.2K - $57.1K
|
200
$12.5K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
198+ 3.06% |
$49.7K - $56.5K
|
6.68K
$418K
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
196+ 1.16% |
$49.2K - $55.9K
|
17.1K
$1.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
194+ 0.72% |
$48.7K - $55.4K
|
27K
$1.69M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
194+ 1.03% |
$48.7K - $55.4K
|
19K
$1.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
190+ 4.41% |
$47.7K - $54.2K
|
4.5K
$282K
|
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
190+ 4.69% |
$47.7K - $54.2K
|
4.25K
$266K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
190+ 1.64% |
$47.7K - $54.2K
|
11.8K
$740K
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
190+ 48.1% |
$47.7K - $54.2K
|
585
$36.7K
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
185+ 7.96% |
$46.5K - $52.8K
|
2.51K
$157K
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
181+ 3.25% |
$45.5K - $51.7K
|
5.76K
$361K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
175+ 4.65% |
$44K - $49.9K
|
3.94K
$247K
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
174+ 2.3% |
$43.7K - $49.7K
|
7.74K
$485K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
169+ 4.61% |
$42.5K - $48.2K
|
3.84K
$240K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
166+ 0.54% |
$41.7K - $47.4K
|
31.1K
$1.95M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
165+ 1.03% |
$41.4K - $47.1K
|
16.2K
$1.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
164+ 6.58% |
$41.2K - $46.8K
|
2.66K
$166K
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
160+ 1.7% |
$40.2K - $45.7K
|
9.6K
$601K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
157New |
$39.4K - $44.8K
|
157
$9.84K
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
156+ 11.96% |
$39.2K - $44.5K
|
1.46K
$91.5K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
156+ 7.1% |
$39.2K - $44.5K
|
2.35K
$147K
|
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
155+ 7.0% |
$38.9K - $44.2K
|
2.37K
$149K
|
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
154+ 8.29% |
$38.7K - $43.9K
|
2.01K
$126K
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
153+ 18.89% |
$38.4K - $43.7K
|
963
$60.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
150New |
$37.7K - $42.8K
|
150
$9.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
147+ 1.3% |
$36.9K - $41.9K
|
11.5K
$719K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
145+ 8.53% |
$36.4K - $41.4K
|
1.84K
$116K
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
140+ 2.33% |
$35.2K - $40K
|
6.15K
$385K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
139+ 6.95% |
$34.9K - $39.7K
|
2.14K
$134K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
139+ 6.08% |
$34.9K - $39.7K
|
2.43K
$152K
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
136+ 9.42% |
$34.2K - $38.8K
|
1.58K
$98.9K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
136+ 0.31% |
$34.2K - $38.8K
|
43.7K
$2.74M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
136+ 7.62% |
$34.2K - $38.8K
|
1.92K
$120K
|
|
|
May 12, 2022
Q1 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
134+ 22.95% |
$33.7K - $38.2K
|
718
$45K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
134+ 21.9% |
$33.7K - $38.2K
|
746
$46.7K
|