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 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
19.3K+ 460.21% |
$4.84M - $5.49M
|
23.4K
$1.47M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
19.2KNew |
$4.81M - $5.47M
|
19.2K
$1.2M
|
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18.6KNew |
$4.67M - $5.31M
|
18.6K
$1.17M
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
17.8K+ 39.54% |
$4.48M - $5.09M
|
62.9K
$3.96M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
17.6K+ 62.65% |
$4.42M - $5.02M
|
45.7K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.8K+ 11.08% |
$4.22M - $4.79M
|
168K
$10.6M
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16.6K+ 74.09% |
$4.18M - $4.74M
|
39.1K
$2.46M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
16.5K+ 103.0% |
$4.15M - $4.72M
|
32.6K
$2.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2K+ 28.82% |
$4.07M - $4.63M
|
72.5K
$4.56M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
15.9K+ 1.69% |
$3.99M - $4.54M
|
960K
$60.4M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
15.9K+ 12.8% |
$3.99M - $4.53M
|
140K
$8.8M
|
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
15.9KNew |
$3.98M - $4.53M
|
15.9K
$998K
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
15.8KNew |
$3.97M - $4.51M
|
15.8K
$995K
|
|
|
Jun 20, 2024
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15.8K+ 24.7% |
$3.96M - $4.5M
|
79.6K
$5.01M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
15.6KNew |
$3.93M - $4.46M
|
15.6K
$984K
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15.6K+ 57.15% |
$3.92M - $4.45M
|
42.9K
$2.7M
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
15.5K+ 126.12% |
$3.89M - $4.42M
|
27.8K
$1.75M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
15.4K+ 20.52% |
$3.87M - $4.4M
|
90.5K
$5.7M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.3K+ 3.62% |
$3.85M - $4.37M
|
438K
$27.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
14.5K+ 4.56% |
$3.65M - $4.14M
|
333K
$21M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
14.4KNew |
$3.61M - $4.1M
|
14.4K
$903K
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.2K+ 24.83% |
$3.57M - $4.06M
|
71.5K
$4.5M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
14.1K+ 5.42% |
$3.55M - $4.03M
|
275K
$17.3M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
13.9K+ 34.91% |
$3.49M - $3.97M
|
53.7K
$3.38M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.8K+ 35.42% |
$3.48M - $3.95M
|
52.9K
$3.33M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
13.8K+ 15.48% |
$3.46M - $3.93M
|
103K
$6.47M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
13.4K+ 5.31% |
$3.36M - $3.81M
|
265K
$16.7M
|
|
|
May 09, 2022
Q1 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
13.2K+ 42.17% |
$3.32M - $3.77M
|
44.5K
$2.8M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
12.7K+ 3.72% |
$3.19M - $3.63M
|
354K
$22.3M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.7KNew |
$3.18M - $3.62M
|
12.7K
$797K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12.3K+ 3.73% |
$3.1M - $3.52M
|
343K
$21.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 7.33% |
$3.03M - $3.44M
|
176K
$11.1M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
11.9KNew |
$3M - $3.4M
|
11.9K
$751K
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
11.9K+ 430.85% |
$2.99M - $3.4M
|
14.7K
$922K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
11.8K+ 5.23% |
$2.97M - $3.38M
|
238K
$15M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
11.6K+ 19.05% |
$2.91M - $3.3M
|
72.4K
$4.55M
|
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
11.5K+ 5.75% |
$2.88M - $3.27M
|
211K
$13.3M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
11.5K+ 10.64% |
$2.88M - $3.27M
|
119K
$7.51M
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$2.84M - $3.23M
|
11.3K
$712K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
11.3K+ 2.28% |
$2.83M - $3.21M
|
505K
$31.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
11.2K+ 25.39% |
$2.81M - $3.2M
|
55.3K
$3.48M
|
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
11.2K+ 354.14% |
$2.81M - $3.19M
|
14.3K
$901K
|
|
|
May 13, 2022
Q1 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
11.1K+ 12.71% |
$2.79M - $3.16M
|
98.3K
$6.18M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11K+ 3.03% |
$2.77M - $3.14M
|
374K
$23.5M
|
|
|
Apr 15, 2022
Q1 2022
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
10.9K+ 108710.0% |
$2.73M - $3.1M
|
10.9K
$685K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7K+ 455.06% |
$2.7M - $3.07M
|
13.1K
$824K
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
10.6KNew |
$2.66M - $3.02M
|
10.6K
$666K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.2K+ 8.57% |
$2.56M - $2.9M
|
129K
$8.11M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1K+ 288.27% |
$2.54M - $2.89M
|
13.6K
$858K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9.99K+ 10.07% |
$2.51M - $2.85M
|
109K
$6.87M
|