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 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-200Closed |
$50.2K - $57.1K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-200Closed |
$50.2K - $57.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-200Closed |
$50.2K - $57.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-201- 3.81% |
$50.5K - $57.4K
|
5.07K
$318K
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-204- 5.41% |
$51.2K - $58.2K
|
3.57K
$223K
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-204- 90.67% |
$51.2K - $58.2K
|
21
$1.32K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-205- 4.0% |
$51.5K - $58.5K
|
4.92K
$308K
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-206- 11.52% |
$51.7K - $58.8K
|
1.58K
$99.1K
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-211- 4.18% |
$53K - $60.2K
|
4.84K
$303K
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-213- 8.28% |
$53.5K - $60.8K
|
2.36K
$148K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-215- 1.6% |
$54K - $61.4K
|
13.2K
$826K
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-215- 3.42% |
$54K - $61.4K
|
6.08K
$381K
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-216- 2.88% |
$54.3K - $61.6K
|
7.29K
$457K
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-220- 9.03% |
$55.3K - $62.8K
|
2.22K
$139K
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-222- 0.38% |
$55.8K - $63.4K
|
58.4K
$3.66M
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-223- 10.59% |
$56K - $63.6K
|
1.88K
$118K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-224- 6.23% |
$56.3K - $63.9K
|
3.37K
$211K
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-225- 13.64% |
$56.5K - $64.2K
|
1.42K
$89.2K
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-230- 10.45% |
$57.8K - $65.6K
|
1.97K
$123K
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-231- 4.46% |
$58K - $65.9K
|
4.95K
$310K
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-234- 0.3% |
$58.8K - $66.8K
|
76.8K
$4.81M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-234- 11.24% |
$58.8K - $66.8K
|
1.85K
$116K
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-235- 5.93% |
$59K - $67.1K
|
3.73K
$234K
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-237- 3.34% |
$59.5K - $67.6K
|
6.85K
$429K
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-239- 7.22% |
$60K - $68.2K
|
3.07K
$192K
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-241- 1.79% |
$60.5K - $68.8K
|
13.2K
$827K
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-241- 12.4% |
$60.5K - $68.8K
|
1.7K
$107K
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-244- 0.72% |
$61.3K - $69.6K
|
33.6K
$2.11M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-247- 1.12% |
$62K - $70.5K
|
21.8K
$1.37M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-250- 2.96% |
$62.8K - $71.3K
|
8.19K
$513K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-250- 0.14% |
$62.8K - $71.3K
|
179K
$11.2M
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-255- 4.88% |
$64.1K - $72.8K
|
4.97K
$311K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-256- 12.76% |
$64.3K - $73.1K
|
1.75K
$110K
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-259- 8.21% |
$65.1K - $73.9K
|
2.9K
$181K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-260- 3.09% |
$65.3K - $74.2K
|
8.15K
$511K
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-265- 6.56% |
$66.6K - $75.6K
|
3.77K
$236K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-266- 2.8% |
$66.8K - $75.9K
|
9.23K
$578K
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-276- 4.5% |
$69.3K - $78.8K
|
5.85K
$367K
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-279- 4.28% |
$70.1K - $79.6K
|
6.23K
$391K
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-279- 22.3% |
$70.1K - $79.6K
|
972
$60.9K
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-280- 0.13% |
$70.3K - $79.9K
|
209K
$13.1M
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-280- 14.85% |
$70.3K - $79.9K
|
1.61K
$101K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-283- 2.76% |
$71.1K - $80.8K
|
9.98K
$625K
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-283- 15.65% |
$71.1K - $80.8K
|
1.53K
$95.6K
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-283- 5.55% |
$71.1K - $80.8K
|
4.82K
$302K
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-285- 5.15% |
$71.6K - $81.3K
|
5.25K
$329K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-287- 5.67% |
$72.1K - $81.9K
|
4.78K
$299K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-289- 4.25% |
$72.6K - $82.5K
|
6.52K
$408K
|
|
May 10, 2022
Q1 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-295- 0.4% |
$74.1K - $84.2K
|
73.2K
$4.59M
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-297- 1.99% |
$74.6K - $84.8K
|
14.7K
$918K
|