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
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3Closed |
$754 - $856
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-3- 0.32% |
$754 - $856
|
945
$59.2K
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-3- 0.38% |
$754 - $856
|
787
$49.3K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3- 0.37% |
$754 - $856
|
800
$50.1K
|
|
|
Aug 25, 2022
Q1 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-3- 2.86% |
$754 - $856
|
102
$6.39K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4- 0.13% |
$1K - $1.14K
|
3.18K
$199K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$1.26K - $1.43K
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5Closed |
$1.26K - $1.43K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$1.51K - $1.71K
|
8.46K
$530K
|
|
|
Apr 14, 2022
Q1 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-6- 0.14% |
$1.51K - $1.71K
|
4.13K
$259K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-6- 0.23% |
$1.51K - $1.71K
|
2.62K
$164K
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
SELL
|
- |
-7- 0.74% |
$1.76K - $2K
|
935
$58.6K
|
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-7- 0.07% |
$1.76K - $2K
|
9.67K
$606K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-8- 0.1% |
$2.01K - $2.28K
|
7.91K
$496K
|
|
|
Apr 21, 2022
Q1 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-9- 0.43% |
$2.26K - $2.57K
|
2.09K
$131K
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-9- 0.13% |
$2.26K - $2.57K
|
7.09K
$444K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9- 0.56% |
$2.26K - $2.57K
|
1.59K
$99.5K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 0.65% |
$2.26K - $2.57K
|
1.38K
$86.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-10- 1.05% |
$2.51K - $2.85K
|
940
$58.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
SELL
|
- |
-10- 0.57% |
$2.51K - $2.85K
|
1.75K
$110K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10- 0.64% |
$2.51K - $2.85K
|
1.55K
$97.1K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-10- 0.13% |
$2.51K - $2.85K
|
7.45K
$467K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-10- 0.19% |
$2.51K - $2.85K
|
5.27K
$330K
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-10- 0.39% |
$2.51K - $2.85K
|
2.54K
$159K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-10- 0.51% |
$2.51K - $2.85K
|
1.94K
$122K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10- 7.14% |
$2.51K - $2.85K
|
130
$8.15K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-11- 1.68% |
$2.76K - $3.14K
|
644
$40.4K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-11- 1.22% |
$2.76K - $3.14K
|
892
$55.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-12- 1.3% |
$3.01K - $3.42K
|
912
$57.1K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-13- 1.03% |
$3.27K - $3.71K
|
1.25K
$78.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-15- 1.02% |
$3.77K - $4.28K
|
1.46K
$91.3K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15Closed |
$3.77K - $4.28K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-16- 10.88% |
$4.02K - $4.57K
|
131
$8.21K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-16- 0.76% |
$4.02K - $4.57K
|
2.09K
$131K
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-17- 0.56% |
$4.27K - $4.85K
|
3.04K
$191K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-17- 0.36% |
$4.27K - $4.85K
|
4.76K
$298K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-17- 1.63% |
$4.27K - $4.85K
|
1.03K
$64.4K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-18Closed |
$4.52K - $5.14K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-20- 0.87% |
$5.02K - $5.71K
|
2.27K
$142K
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-20- 0.88% |
$5.02K - $5.71K
|
2.25K
$141K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-20- 1.22% |
$5.02K - $5.71K
|
1.62K
$102K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-20- 1.09% |
$5.02K - $5.71K
|
1.82K
$114K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-21Closed |
$5.28K - $5.99K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-21- 0.28% |
$5.28K - $5.99K
|
7.4K
$463K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-22Closed |
$5.53K - $6.28K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-22- 2.36% |
$5.53K - $6.28K
|
911
$57.1K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-22- 0.77% |
$5.53K - $6.28K
|
2.85K
$179K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-22- 2.73% |
$5.53K - $6.28K
|
785
$49.2K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-22Closed |
$5.53K - $6.28K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-23- 0.09% |
$5.78K - $6.56K
|
26.6K
$1.67M
|