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 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
131New |
$32.9K - $37.4K
|
131
$8.21K
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
131+ 0.37% |
$32.9K - $37.4K
|
35.6K
$2.23M
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
130+ 4.94% |
$32.7K - $37.1K
|
2.76K
$173K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
126+ 6.98% |
$31.7K - $36K
|
1.93K
$121K
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
125+ 0.45% |
$31.4K - $35.7K
|
28.2K
$1.77M
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
125+ 65.79% |
$31.4K - $35.7K
|
315
$19.7K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
121+ 1.74% |
$30.4K - $34.5K
|
7.07K
$443K
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
119+ 0.91% |
$29.9K - $34K
|
13.2K
$825K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
119+ 2.07% |
$29.9K - $34K
|
5.86K
$367K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
118+ 0.24% |
$29.6K - $33.7K
|
49.2K
$3.08M
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
116New |
$29.1K - $33.1K
|
116
$7.27K
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
116+ 9.17% |
$29.1K - $33.1K
|
1.38K
$86.5K
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
116+ 6.29% |
$29.1K - $33.1K
|
1.96K
$123K
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
115+ 1.08% |
$28.9K - $32.8K
|
10.7K
$672K
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
114+ 3.77% |
$28.6K - $32.5K
|
3.14K
$197K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
112+ 2.7% |
$28.1K - $32K
|
4.26K
$267K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
111+ 0.95% |
$27.9K - $31.7K
|
11.8K
$740K
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
111+ 12.7% |
$27.9K - $31.7K
|
985
$61.7K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
111+ 1.9% |
$27.9K - $31.7K
|
5.95K
$373K
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
108+ 4.98% |
$27.1K - $30.8K
|
2.28K
$143K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
108+ 0.22% |
$27.1K - $30.8K
|
49.3K
$3.09M
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
106+ 0.37% |
$26.6K - $30.2K
|
29.1K
$1.82M
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
106+ 0.58% |
$26.6K - $30.2K
|
18.5K
$1.16M
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
103+ 3.07% |
$25.9K - $29.4K
|
3.46K
$217K
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
100+ 2.98% |
$25.1K - $28.5K
|
3.46K
$217K
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
100+ 13.05% |
$25.1K - $28.5K
|
866
$54.3K
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
99+ 2.99% |
$24.9K - $28.3K
|
3.41K
$213K
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
97+ 8.76% |
$24.4K - $27.7K
|
1.2K
$75.4K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
97+ 0.55% |
$24.4K - $27.7K
|
17.8K
$1.11M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
97+ 2.32% |
$24.4K - $27.7K
|
4.27K
$268K
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
95+ 4.59% |
$23.9K - $27.1K
|
2.16K
$136K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
94New |
$23.6K - $26.8K
|
94
$5.89K
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
93+ 0.16% |
$23.4K - $26.5K
|
58.4K
$3.66M
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
92+ 0.47% |
$23.1K - $26.3K
|
19.8K
$1.24M
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
92+ 1.96% |
$23.1K - $26.3K
|
4.78K
$300K
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
91+ 1.79% |
$22.9K - $26K
|
5.16K
$324K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
89+ 4.14% |
$22.4K - $25.4K
|
2.24K
$140K
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
88+ 1.28% |
$22.1K - $25.1K
|
6.97K
$437K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
88+ 0.35% |
$22.1K - $25.1K
|
25.5K
$1.6M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
86+ 8.02% |
$21.6K - $24.5K
|
1.16K
$72.6K
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
85+ 9.2% |
$21.4K - $24.3K
|
1.01K
$63.2K
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
85+ 2.95% |
$21.4K - $24.3K
|
2.96K
$186K
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
83+ 30.74% |
$20.9K - $23.7K
|
353
$22.1K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
82+ 0.01% |
$20.6K - $23.4K
|
578K
$36.2M
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
82+ 0.78% |
$20.6K - $23.4K
|
10.6K
$663K
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
81+ 6.07% |
$20.3K - $23.1K
|
1.42K
$88.7K
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
80+ 0.41% |
$20.1K - $22.8K
|
19.4K
$1.22M
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
79+ 3.99% |
$19.8K - $22.5K
|
2.06K
$129K
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
79+ 1.68% |
$19.8K - $22.5K
|
4.79K
$300K
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
79+ 5.37% |
$19.8K - $22.5K
|
1.55K
$97.1K
|