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 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
9.96K+ 140.62% |
$2.5M - $2.84M
|
17K
$1.07M
|
|
Apr 18, 2022
Q1 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
9.79K+ 19.69% |
$2.46M - $2.79M
|
59.5K
$3.74M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.78K+ 32.99% |
$2.46M - $2.79M
|
39.4K
$2.48M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.38KNew |
$2.36M - $2.68M
|
9.38K
$590K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.34K+ 48.79% |
$2.35M - $2.66M
|
28.5K
$1.79M
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.17K+ 62.13% |
$2.3M - $2.62M
|
23.9K
$1.51M
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9K+ 16.41% |
$2.26M - $2.57M
|
63.9K
$4.02M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.85K+ 2.83% |
$2.22M - $2.53M
|
322K
$20.2M
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.79K+ 63.31% |
$2.21M - $2.51M
|
22.7K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.78K+ 63.25% |
$2.21M - $2.51M
|
22.7K
$1.43M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 5.87% |
$2.2M - $2.5M
|
158K
$9.95M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.68K+ 8.22% |
$2.18M - $2.48M
|
114K
$7.19M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.67K+ 139.72% |
$2.18M - $2.48M
|
14.9K
$936K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
8.64K+ 14.28% |
$2.17M - $2.47M
|
69.1K
$4.35M
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
8.52KNew |
$2.14M - $2.43M
|
8.52K
$536K
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
8.5K+ 12.87% |
$2.14M - $2.43M
|
74.6K
$4.69M
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
BUY
|
- |
8.48K+ 23.85% |
$2.13M - $2.42M
|
44K
$2.77M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8.39K+ 2.18% |
$2.11M - $2.39M
|
393K
$24.7M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.36K+ 78.92% |
$2.1M - $2.39M
|
19K
$1.19M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
8.25K+ 5.19% |
$2.07M - $2.35M
|
167K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.24K+ 2.36% |
$2.07M - $2.35M
|
357K
$22.5M
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8.22K+ 4.39% |
$2.07M - $2.35M
|
196K
$12.3M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.14K+ 7.26% |
$2.05M - $2.32M
|
120K
$7.57M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.12K+ 3.18% |
$2.04M - $2.32M
|
264K
$16.6M
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
8.08KNew |
$2.03M - $2.31M
|
8.08K
$508K
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.07K+ 9.02% |
$2.03M - $2.3M
|
97.5K
$6.13M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.82K+ 9.47% |
$1.96M - $2.23M
|
90.4K
$5.69M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
7.81K+ 1.78% |
$1.96M - $2.23M
|
448K
$28.2M
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
7.65KNew |
$1.92M - $2.18M
|
7.65K
$481K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
7.59K+ 7.68% |
$1.91M - $2.17M
|
106K
$6.69M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.56KNew |
$1.9M - $2.16M
|
7.56K
$476K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.49K+ 6.17% |
$1.88M - $2.14M
|
129K
$8.11M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.43K+ 5.69% |
$1.87M - $2.12M
|
138K
$8.67M
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
7.41K+ 5.09% |
$1.86M - $2.11M
|
153K
$9.63M
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
7.4K+ 7.93% |
$1.86M - $2.11M
|
101K
$6.33M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.4KNew |
$1.86M - $2.11M
|
7.4K
$465K
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
7.17K+ 10.84% |
$1.8M - $2.05M
|
73.3K
$4.61M
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
7.13K+ 5.09% |
$1.79M - $2.03M
|
147K
$9.25M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
7.02K+ 242.06% |
$1.76M - $2M
|
9.91K
$624K
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
7.01K+ 129.12% |
$1.76M - $2M
|
12.4K
$783K
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7K+ 1.65% |
$1.76M - $2M
|
431K
$27.1M
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
7K+ 5.35% |
$1.76M - $2M
|
138K
$8.68M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.74K+ 32.62% |
$1.69M - $1.92M
|
27.4K
$1.72M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.73K+ 12.79% |
$1.69M - $1.92M
|
59.4K
$3.73M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6.73K+ 643.69% |
$1.69M - $1.92M
|
7.78K
$489K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.73K+ 12.79% |
$1.69M - $1.92M
|
59.4K
$3.73M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.73KNew |
$1.69M - $1.92M
|
6.73K
$423K
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.69K+ 117.77% |
$1.68M - $1.91M
|
12.4K
$778K
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
6.64K+ 7.2% |
$1.67M - $1.9M
|
98.9K
$6.22M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.61K+ 34.69% |
$1.66M - $1.89M
|
25.6K
$1.61M
|