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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-47- 1.38% |
$11.8K - $13.4K
|
3.36K
$210K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-47- 0.83% |
$11.8K - $13.4K
|
5.6K
$351K
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-48Closed |
$12.1K - $13.7K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-49Closed |
$12.3K - $14K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-49- 1.31% |
$12.3K - $14K
|
3.7K
$232K
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-50Closed |
$12.6K - $14.3K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-50- 3.33% |
$12.6K - $14.3K
|
1.45K
$91K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-50- 92.59% |
$12.6K - $14.3K
|
4
$251
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-51- 1.04% |
$12.8K - $14.6K
|
4.85K
$304K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-51- 2.81% |
$12.8K - $14.6K
|
1.76K
$110K
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-52- 3.63% |
$13.1K - $14.8K
|
1.38K
$86.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-52- 1.06% |
$13.1K - $14.8K
|
4.87K
$305K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-52- 3.15% |
$13.1K - $14.8K
|
1.6K
$100K
|
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-52- 15.66% |
$13.1K - $14.8K
|
280
$17.5K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-53- 4.71% |
$13.3K - $15.1K
|
1.07K
$67.2K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-54- 7.41% |
$13.6K - $15.4K
|
675
$42.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-55- 3.44% |
$13.8K - $15.7K
|
1.54K
$96.7K
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-55- 3.52% |
$13.8K - $15.7K
|
1.51K
$94.4K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-55- 2.66% |
$13.8K - $15.7K
|
2.01K
$126K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-56- 0.71% |
$14.1K - $16K
|
7.83K
$490K
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-56- 4.9% |
$14.1K - $16K
|
1.09K
$68K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-56- 4.49% |
$14.1K - $16K
|
1.19K
$74.6K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-57- 3.25% |
$14.3K - $16.3K
|
1.7K
$106K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-58- 65.91% |
$14.6K - $16.6K
|
30
$1.88K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-59- 31.89% |
$14.8K - $16.8K
|
126
$7.9K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-59- 21.53% |
$14.8K - $16.8K
|
215
$13.5K
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-59Closed |
$14.8K - $16.8K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-60- 3.38% |
$15.1K - $17.1K
|
1.71K
$107K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-61- 0.05% |
$15.3K - $17.4K
|
123K
$7.69M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-61- 12.37% |
$15.3K - $17.4K
|
432
$27.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-62- 3.5% |
$15.6K - $17.7K
|
1.71K
$107K
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-62- 0.81% |
$15.6K - $17.7K
|
7.61K
$477K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-65- 0.2% |
$16.3K - $18.5K
|
32.9K
$2.06M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-69- 1.14% |
$17.3K - $19.7K
|
6K
$376K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-70- 17.07% |
$17.6K - $20K
|
340
$21.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-72- 3.11% |
$18.1K - $20.5K
|
2.24K
$141K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-74- 1.24% |
$18.6K - $21.1K
|
5.89K
$369K
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-75- 8.26% |
$18.8K - $21.4K
|
833
$52.2K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-75- 1.98% |
$18.8K - $21.4K
|
3.72K
$233K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-75- 6.63% |
$18.8K - $21.4K
|
1.06K
$66.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-75- 2.2% |
$18.8K - $21.4K
|
3.33K
$209K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-75- 1.44% |
$18.8K - $21.4K
|
5.13K
$321K
|
|
|
May 25, 2022
Q1 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-75- 1.93% |
$18.8K - $21.4K
|
3.81K
$239K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-77- 0.95% |
$19.3K - $22K
|
8.03K
$503K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-78- 3.13% |
$19.6K - $22.3K
|
2.42K
$151K
|
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-78- 0.58% |
$19.6K - $22.3K
|
13.3K
$836K
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-79- 6.07% |
$19.8K - $22.5K
|
1.22K
$76.6K
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-80- 0.42% |
$20.1K - $22.8K
|
19.2K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
SELL
|
- |
-80- 3.7% |
$20.1K - $22.8K
|
2.09K
$131K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-80- 2.34% |
$20.1K - $22.8K
|
3.34K
$209K
|