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 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-466- 8.13% |
$117K - $133K
|
5.27K
$330K
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-469- 1.14% |
$118K - $134K
|
40.5K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-470- 1.56% |
$118K - $134K
|
29.6K
$1.86M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-471- 2.86% |
$118K - $134K
|
16K
$1M
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-472- 18.21% |
$119K - $135K
|
2.12K
$133K
|
|
|
May 16, 2022
Q1 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-476- 3.24% |
$120K - $136K
|
14.2K
$890K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-483- 11.39% |
$121K - $138K
|
3.76K
$235K
|
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-487- 10.57% |
$122K - $139K
|
4.12K
$258K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-504- 11.92% |
$127K - $144K
|
3.72K
$233K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-504- 1.91% |
$127K - $144K
|
25.9K
$1.62M
|
|
|
May 10, 2022
Q1 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-504- 7.86% |
$127K - $144K
|
5.91K
$370K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-505- 2.14% |
$127K - $144K
|
23.1K
$1.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-514- 4.65% |
$129K - $147K
|
10.5K
$660K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-516- 3.22% |
$130K - $147K
|
15.5K
$972K
|
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-518- 1.67% |
$130K - $148K
|
30.6K
$1.91M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-529- 3.56% |
$133K - $151K
|
14.3K
$897K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-551- 0.82% |
$138K - $157K
|
66.3K
$4.15M
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-575- 12.35% |
$144K - $164K
|
4.08K
$256K
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-575- 6.13% |
$144K - $164K
|
8.8K
$551K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-576- 1.39% |
$145K - $164K
|
40.9K
$2.56M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-578- 21.41% |
$145K - $165K
|
2.12K
$133K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-579- 1.53% |
$145K - $165K
|
37.3K
$2.34M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-582Closed |
$146K - $166K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-590Closed |
$148K - $168K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-597- 12.91% |
$150K - $170K
|
4.03K
$252K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-600- 24.74% |
$151K - $171K
|
1.83K
$114K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-600- 39.6% |
$151K - $171K
|
915
$57.3K
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-605- 38.73% |
$152K - $173K
|
957
$59.9K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-611- 14.73% |
$153K - $174K
|
3.54K
$221K
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
SELL
|
- |
-616- 34.72% |
$155K - $176K
|
1.16K
$72.5K
|
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-622- 17.8% |
$156K - $178K
|
2.87K
$180K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-633- 5.56% |
$159K - $181K
|
10.7K
$673K
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-636- 9.5% |
$160K - $181K
|
6.06K
$379K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-648- 8.4% |
$163K - $185K
|
7.06K
$442K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-651Closed |
$164K - $186K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-652- 32.96% |
$164K - $186K
|
1.33K
$83K
|
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-670- 4.88% |
$168K - $191K
|
13.1K
$818K
|
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-672Closed |
$169K - $192K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-683- 4.09% |
$172K - $195K
|
16K
$1M
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-712Closed |
$179K - $203K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-714- 1.92% |
$179K - $204K
|
36.5K
$2.29M
|
|
|
Apr 22, 2022
Q1 2022
|
Smart Money Group LLC
|
SELL
|
- |
-716Closed |
$180K - $204K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-717Closed |
$180K - $205K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-720- 11.44% |
$181K - $205K
|
5.57K
$349K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-722Closed |
$181K - $206K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-723- 3.36% |
$182K - $206K
|
20.8K
$1.3M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-724Closed |
$182K - $207K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-725Closed |
$182K - $207K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-725Closed |
$182K - $207K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-726Closed |
$182K - $207K
|
0
$0
|