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 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-727- 12.42% |
$183K - $207K
|
5.13K
$321K
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-729Closed |
$183K - $208K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-732Closed |
$184K - $209K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-733- 12.81% |
$184K - $209K
|
4.99K
$312K
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-733- 39.39% |
$184K - $209K
|
1.13K
$70.6K
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-736Closed |
$185K - $210K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-737Closed |
$185K - $210K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-740- 8.37% |
$186K - $211K
|
8.1K
$507K
|
|
May 09, 2022
Q1 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-740Closed |
$186K - $211K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-741- 27.2% |
$186K - $211K
|
1.98K
$124K
|
|
Apr 29, 2022
Q1 2022
|
Riverstone Advisors, LLC
|
SELL
|
- |
-741Closed |
$186K - $211K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-744Closed |
$187K - $212K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-745- 1.78% |
$187K - $213K
|
41.2K
$2.58M
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-745Closed |
$187K - $213K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-748Closed |
$188K - $213K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-755Closed |
$190K - $215K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-762Closed |
$191K - $217K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-765- 4.05% |
$192K - $218K
|
18.1K
$1.14M
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-767- 7.76% |
$193K - $219K
|
9.12K
$571K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-769- 78.07% |
$193K - $219K
|
216
$13.5K
|
|
May 16, 2022
Q1 2022
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-775Closed |
$195K - $221K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-784- 4.47% |
$197K - $224K
|
16.8K
$1.05M
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-788Closed |
$198K - $225K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-789- 50.45% |
$198K - $225K
|
775
$48.5K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-790- 1.34% |
$198K - $225K
|
58.2K
$3.65M
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-790- 1.95% |
$198K - $225K
|
39.6K
$2.48M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-795- 7.79% |
$200K - $227K
|
9.41K
$589K
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-805- 21.73% |
$202K - $230K
|
2.9K
$182K
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-814Closed |
$204K - $232K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-834Closed |
$210K - $238K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-849- 7.92% |
$213K - $242K
|
9.87K
$618K
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-849Closed |
$213K - $242K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-876- 14.88% |
$220K - $250K
|
5.01K
$314K
|
|
Apr 29, 2022
Q1 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-876Closed |
$220K - $250K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-880Closed |
$221K - $251K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-884- 24.82% |
$222K - $252K
|
2.68K
$168K
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-887- 1.59% |
$223K - $253K
|
54.9K
$3.44M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-895- 5.14% |
$225K - $255K
|
16.5K
$1.03M
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-899Closed |
$226K - $257K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-904- 99.67% |
$227K - $258K
|
3
$188
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-909- 4.19% |
$228K - $259K
|
20.8K
$1.3M
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-938- 2.27% |
$236K - $268K
|
40.4K
$2.53M
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-940- 11.18% |
$236K - $268K
|
7.47K
$468K
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-943- 4.21% |
$237K - $269K
|
21.5K
$1.34M
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-962- 7.58% |
$242K - $275K
|
11.7K
$734K
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-991Closed |
$249K - $283K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.01K- 20.8% |
$254K - $289K
|
3.86K
$242K
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.02KClosed |
$255K - $290K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.02K- 4.93% |
$256K - $291K
|
19.6K
$1.23M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.02K- 20.11% |
$256K - $291K
|
4.05K
$254K
|