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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.71K- 13.78% |
$429K - $487K
|
10.7K
$668K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-1.73K- 14.91% |
$434K - $493K
|
9.87K
$618K
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
SELL
|
- |
-1.77K- 25.7% |
$444K - $504K
|
5.11K
$320K
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.77K- 63.89% |
$445K - $506K
|
1K
$62.7K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.79KClosed |
$450K - $511K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.81K- 67.98% |
$453K - $515K
|
850
$53.2K
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 14.12% |
$460K - $522K
|
11.1K
$697K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-1.83K- 0.72% |
$460K - $523K
|
253K
$15.8M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.85K- 23.83% |
$465K - $528K
|
5.92K
$370K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.85K- 3.19% |
$465K - $529K
|
56.3K
$3.52M
|
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-1.86K- 17.85% |
$468K - $531K
|
8.57K
$536K
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.87K- 8.82% |
$470K - $533K
|
19.3K
$1.21M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.88K- 3.42% |
$472K - $536K
|
53.1K
$3.33M
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.9KClosed |
$476K - $541K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.9K- 6.5% |
$477K - $542K
|
27.3K
$1.71M
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.9K- 3.85% |
$478K - $543K
|
47.5K
$2.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.91K- 22.33% |
$481K - $546K
|
6.66K
$417K
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.94KClosed |
$487K - $553K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.98K- 14.39% |
$498K - $566K
|
11.8K
$738K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.99K- 2.59% |
$500K - $568K
|
74.7K
$4.68M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.99KClosed |
$501K - $569K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2K- 3.58% |
$503K - $572K
|
53.9K
$3.37M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 0.4% |
$504K - $572K
|
502K
$31.4M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.06K- 0.86% |
$518K - $588K
|
237K
$14.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-2.06K- 9.12% |
$518K - $589K
|
20.6K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-2.08K- 21.35% |
$522K - $592K
|
7.65K
$479K
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.09K- 8.0% |
$525K - $596K
|
24K
$1.5M
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.1K- 23.98% |
$527K - $599K
|
6.65K
$416K
|
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 40.84% |
$535K - $608K
|
3.08K
$193K
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-2.18K- 3.64% |
$547K - $622K
|
57.7K
$3.61M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.18K- 23.82% |
$548K - $622K
|
6.98K
$437K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.2K- 0.63% |
$551K - $626K
|
345K
$21.6M
|
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.22KClosed |
$556K - $632K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.22K- 1.7% |
$557K - $632K
|
128K
$8.01M
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.27K- 20.76% |
$571K - $649K
|
8.67K
$543K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.28K- 64.98% |
$573K - $651K
|
1.23K
$77K
|
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-2.29KClosed |
$576K - $654K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.29K- 15.82% |
$576K - $654K
|
12.2K
$764K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.33K- 1.95% |
$584K - $664K
|
117K
$7.3M
|
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-2.33KClosed |
$585K - $664K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.44KClosed |
$613K - $697K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.45K- 64.1% |
$615K - $699K
|
1.37K
$85.9K
|
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-2.51K- 3.75% |
$631K - $717K
|
64.5K
$4.04M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.53K- 2.14% |
$635K - $721K
|
115K
$7.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
SELL
|
- |
-2.62K- 28.21% |
$658K - $748K
|
6.67K
$418K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.65K- 5.24% |
$664K - $755K
|
47.9K
$3M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 33.82% |
$666K - $757K
|
5.19K
$325K
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-2.66K- 74.23% |
$667K - $758K
|
922
$57.7K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-2.66K- 13.53% |
$668K - $759K
|
17K
$1.06M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.68K- 1.93% |
$672K - $764K
|
136K
$8.53M
|