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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
6.42K+ 3.75% |
$1.61M - $1.83M
|
178K
$11.2M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
6.41KNew |
$1.61M - $1.83M
|
6.41K
$403K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.21K+ 21.28% |
$1.56M - $1.77M
|
35.4K
$2.23M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
6.15K+ 11.31% |
$1.55M - $1.76M
|
60.6K
$3.81M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
6.1K+ 2.47% |
$1.53M - $1.74M
|
253K
$15.9M
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
6.07K+ 3.02% |
$1.53M - $1.73M
|
207K
$13M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
6.02K+ 6.56% |
$1.51M - $1.72M
|
97.8K
$6.15M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.02K+ 3.09% |
$1.51M - $1.72M
|
201K
$12.6M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.98K+ 43.77% |
$1.5M - $1.71M
|
19.6K
$1.23M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.89K+ 13.35% |
$1.48M - $1.68M
|
50K
$3.15M
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
5.89KNew |
$1.48M - $1.68M
|
5.89K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.84KNew |
$1.47M - $1.67M
|
5.84K
$368K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.83K+ 2.74% |
$1.46M - $1.66M
|
219K
$13.8M
|
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.8K+ 98.84% |
$1.46M - $1.65M
|
11.7K
$734K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.68K+ 30.41% |
$1.43M - $1.62M
|
24.3K
$1.53M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.65K+ 71.44% |
$1.42M - $1.61M
|
13.6K
$852K
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.6K+ 3.56% |
$1.41M - $1.6M
|
163K
$10.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$1.4M - $1.59M
|
5.57K
$350K
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
5.57K+ 56.54% |
$1.4M - $1.59M
|
15.4K
$969K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.44KNew |
$1.37M - $1.55M
|
5.44K
$342K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.38K+ 136.78% |
$1.35M - $1.54M
|
9.32K
$586K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.32K+ 20.7% |
$1.34M - $1.52M
|
31K
$1.95M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.17K+ 13.42% |
$1.3M - $1.48M
|
43.7K
$2.75M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.87K+ 21.82% |
$1.22M - $1.39M
|
27.2K
$1.71M
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
4.79K+ 1.59% |
$1.2M - $1.37M
|
307K
$19.3M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.78K+ 1.13% |
$1.2M - $1.36M
|
429K
$27M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.78K+ 199.92% |
$1.2M - $1.36M
|
7.17K
$451K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.72K+ 152.52% |
$1.19M - $1.35M
|
7.81K
$492K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.65K+ 1.0% |
$1.17M - $1.33M
|
469K
$29.5M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.61K+ 21.22% |
$1.16M - $1.32M
|
26.3K
$1.66M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.6K+ 13.39% |
$1.15M - $1.31M
|
38.9K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
BUY
|
- |
4.57K+ 27.18% |
$1.15M - $1.3M
|
21.4K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
4.57K+ 16.08% |
$1.15M - $1.3M
|
33K
$2.07M
|
|
|
May 16, 2022
Q1 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.57K+ 23.93% |
$1.15M - $1.3M
|
23.7K
$1.49M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
4.54KNew |
$1.14M - $1.3M
|
4.54K
$286K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.53K+ 18.58% |
$1.14M - $1.29M
|
28.9K
$1.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
BUY
|
- |
4.53K+ 2.05% |
$1.14M - $1.29M
|
225K
$14.2M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.47KNew |
$1.12M - $1.27M
|
4.47K
$281K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.32K+ 4.77% |
$1.09M - $1.23M
|
94.9K
$5.97M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.3K+ 10.46% |
$1.08M - $1.23M
|
45.4K
$2.86M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.25K+ 60.16% |
$1.07M - $1.21M
|
11.3K
$712K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4.21K+ 2.4% |
$1.06M - $1.2M
|
180K
$11.3M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.04K+ 7.18% |
$1.01M - $1.15M
|
60.3K
$3.79M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
4.02K+ 203.59% |
$1.01M - $1.15M
|
6K
$377K
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.99K+ 2.86% |
$1M - $1.14M
|
144K
$9.04M
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.98K+ 2.65% |
$1M - $1.14M
|
154K
$9.71M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.95K+ 10.96% |
$993K - $1.13M
|
40K
$2.52M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.94K+ 3.67% |
$990K - $1.12M
|
111K
$7M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.89K+ 5.1% |
$977K - $1.11M
|
80.2K
$5.04M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.88K+ 25.56% |
$976K - $1.11M
|
19.1K
$1.2M
|