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
|
Clear Investment Research, LLC
|
SELL
|
- |
-4.64K- 21.43% |
$1.17M - $1.32M
|
17K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.67KClosed |
$1.17M - $1.33M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.73K- 4.18% |
$1.19M - $1.35M
|
108K
$6.78M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.78KClosed |
$1.2M - $1.36M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.82K- 2.22% |
$1.21M - $1.38M
|
212K
$13.3M
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
SELL
|
- |
-4.83K- 5.88% |
$1.21M - $1.38M
|
77.4K
$4.85M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-4.85K- 12.47% |
$1.22M - $1.38M
|
34K
$2.13M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.95K- 2.69% |
$1.24M - $1.41M
|
179K
$11.2M
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-4.98K- 74.94% |
$1.25M - $1.42M
|
1.66K
$104K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-5.01K- 12.74% |
$1.26M - $1.43M
|
34.3K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.02K- 18.4% |
$1.26M - $1.43M
|
22.3K
$1.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.06K- 4.37% |
$1.27M - $1.44M
|
111K
$6.92M
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-5.13KClosed |
$1.29M - $1.46M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.2K- 1.53% |
$1.31M - $1.48M
|
334K
$20.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-5.25K- 24.98% |
$1.32M - $1.5M
|
15.8K
$988K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-5.37K- 5.17% |
$1.35M - $1.53M
|
98.5K
$6.17M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.4K- 7.7% |
$1.36M - $1.54M
|
64.7K
$4.05M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.57K- 39.3% |
$1.4M - $1.59M
|
8.6K
$539K
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.59K- 47.78% |
$1.4M - $1.6M
|
6.11K
$383K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-5.76K- 99.9% |
$1.45M - $1.64M
|
6
$376
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-5.77K- 12.9% |
$1.45M - $1.65M
|
39K
$2.44M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-5.88K- 34.56% |
$1.48M - $1.68M
|
11.1K
$697K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-6.04K- 6.27% |
$1.52M - $1.72M
|
90.4K
$5.66M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-6.06K- 6.38% |
$1.52M - $1.73M
|
88.9K
$5.57M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-6.13K- 3.36% |
$1.54M - $1.75M
|
176K
$11M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-6.18K- 17.96% |
$1.55M - $1.76M
|
28.2K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-6.2K- 54.83% |
$1.56M - $1.77M
|
5.11K
$320K
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-6.46K- 68.6% |
$1.62M - $1.84M
|
2.96K
$185K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-6.49K- 6.19% |
$1.63M - $1.85M
|
98.3K
$6.15M
|
|
|
Apr 27, 2022
Q1 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-6.75K- 2.07% |
$1.69M - $1.92M
|
320K
$20M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.75K- 99.4% |
$1.7M - $1.93M
|
41
$2.57K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-6.78K- 80.68% |
$1.7M - $1.93M
|
1.62K
$102K
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-7.01K- 12.69% |
$1.76M - $2M
|
48.2K
$3.02M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.12K- 15.18% |
$1.79M - $2.03M
|
39.8K
$2.49M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.21K- 29.42% |
$1.81M - $2.06M
|
17.3K
$1.08M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.32K- 4.57% |
$1.84M - $2.09M
|
153K
$9.57M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7.63K- 6.3% |
$1.92M - $2.18M
|
114K
$7.11M
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8.17K- 53.36% |
$2.05M - $2.33M
|
7.14K
$447K
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-8.21K- 27.4% |
$2.06M - $2.34M
|
21.8K
$1.36M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-8.53KClosed |
$2.14M - $2.43M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.68K- 39.94% |
$2.18M - $2.48M
|
13.1K
$817K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8.89K- 84.8% |
$2.23M - $2.54M
|
1.59K
$99.8K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-8.92K- 32.04% |
$2.24M - $2.54M
|
18.9K
$1.18M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-9.39KClosed |
$2.36M - $2.68M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-9.96K- 35.02% |
$2.5M - $2.84M
|
18.5K
$1.16M
|
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-10.2KClosed |
$2.56M - $2.91M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-10.2K- 4.73% |
$2.56M - $2.91M
|
206K
$12.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.3KClosed |
$2.59M - $2.94M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.4K- 0.81% |
$2.61M - $2.96M
|
1.27M
$79.4M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10.8K- 17.1% |
$2.72M - $3.09M
|
52.4K
$3.28M
|