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
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.82K- 25.32% |
$707K - $804K
|
8.3K
$520K
|
|
|
Apr 19, 2022
Q1 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.82K- 1.08% |
$709K - $805K
|
258K
$16.1M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.87K- 6.03% |
$720K - $818K
|
44.7K
$2.8M
|
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-2.87K- 8.98% |
$720K - $818K
|
29.1K
$1.82M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.88K- 40.22% |
$722K - $821K
|
4.27K
$268K
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3KClosed |
$753K - $856K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.01K- 1.95% |
$755K - $858K
|
151K
$9.47M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.02K- 3.22% |
$758K - $861K
|
90.6K
$5.67M
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-3.03K- 44.4% |
$760K - $864K
|
3.79K
$237K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.11K- 43.82% |
$781K - $888K
|
3.99K
$250K
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.12K- 13.48% |
$784K - $890K
|
20K
$1.25M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 0.38% |
$785K - $891K
|
808K
$50.6M
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.15K- 8.03% |
$792K - $899K
|
36.1K
$2.26M
|
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-3.2KClosed |
$805K - $914K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.24K- 8.82% |
$814K - $924K
|
33.5K
$2.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-3.26K- 12.33% |
$819K - $931K
|
23.2K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.3K- 0.83% |
$829K - $941K
|
392K
$24.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.32K- 2.84% |
$834K - $947K
|
114K
$7.11M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.33K- 8.01% |
$837K - $950K
|
38.2K
$2.39M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.35K- 1.73% |
$843K - $957K
|
190K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.36K- 12.73% |
$843K - $957K
|
23K
$1.44M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.38K- 27.89% |
$848K - $963K
|
8.73K
$546K
|
|
|
May 17, 2022
Q1 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-3.42KClosed |
$859K - $976K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-3.46K- 36.98% |
$868K - $987K
|
5.89K
$369K
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.53K- 74.58% |
$886K - $1.01M
|
1.2K
$75.3K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.57K- 15.73% |
$897K - $1.02M
|
19.1K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-3.58KClosed |
$900K - $1.02M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-3.65K- 50.62% |
$917K - $1.04M
|
3.56K
$223K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.68K- 24.5% |
$923K - $1.05M
|
11.3K
$709K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.71K- 1.61% |
$931K - $1.06M
|
226K
$14.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-3.81KClosed |
$957K - $1.09M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-3.98KClosed |
$999K - $1.13M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.99K- 25.93% |
$1M - $1.14M
|
11.4K
$713K
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4K- 1.91% |
$1M - $1.14M
|
205K
$12.8M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.04K- 19.23% |
$1.01M - $1.15M
|
17K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.06K- 1.52% |
$1.02M - $1.16M
|
263K
$16.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.08K- 1.28% |
$1.02M - $1.16M
|
316K
$19.8M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.14K- 10.25% |
$1.04M - $1.18M
|
36.2K
$2.27M
|
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-4.25KClosed |
$1.07M - $1.21M
|
0
$0
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.31K- 11.59% |
$1.08M - $1.23M
|
32.9K
$2.06M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.41K- 13.66% |
$1.11M - $1.26M
|
27.9K
$1.74M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.41K- 13.66% |
$1.11M - $1.26M
|
27.9K
$1.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.48K- 5.0% |
$1.13M - $1.28M
|
85.1K
$5.33M
|
|
|
Mar 11, 2024
Q1 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-4.49K- 23.64% |
$1.13M - $1.28M
|
14.5K
$908K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.49K- 4.48% |
$1.13M - $1.28M
|
95.6K
$5.99M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.54K- 23.62% |
$1.14M - $1.29M
|
14.7K
$918K
|
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-4.54KClosed |
$1.14M - $1.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.57K- 1.32% |
$1.15M - $1.3M
|
341K
$21.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.6K- 14.3% |
$1.16M - $1.31M
|
27.6K
$1.73M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.64K- 1.67% |
$1.17M - $1.32M
|
274K
$17.1M
|