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 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.86K+ 3.49% |
$970K - $1.1M
|
114K
$7.2M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
3.83KNew |
$963K - $1.09M
|
3.83K
$241K
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.83K+ 1.4% |
$962K - $1.09M
|
278K
$17.5M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.83K+ 9.62% |
$961K - $1.09M
|
43.6K
$2.74M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
3.78K+ 1.57% |
$949K - $1.08M
|
244K
$15.4M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.74KNew |
$941K - $1.07M
|
3.74K
$236K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.69K+ 127.65% |
$928K - $1.05M
|
6.59K
$414K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.69K+ 127.65% |
$928K - $1.05M
|
6.59K
$414K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.66K+ 2.71% |
$920K - $1.04M
|
139K
$8.72M
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
3.62K+ 6.25% |
$910K - $1.03M
|
61.6K
$3.87M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.58K+ 2.64% |
$899K - $1.02M
|
139K
$8.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.53K+ 11.41% |
$888K - $1.01M
|
34.5K
$2.17M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.5K+ 361.2% |
$879K - $999K
|
4.47K
$281K
|
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
3.47K+ 52.86% |
$871K - $990K
|
10K
$631K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.45K+ 7.96% |
$868K - $986K
|
46.8K
$2.95M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.44K+ 1.96% |
$865K - $982K
|
179K
$11.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.38K+ 4.03% |
$850K - $965K
|
87.4K
$5.5M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.37K+ 26.54% |
$847K - $962K
|
16.1K
$1.01M
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.34K+ 2.63% |
$839K - $953K
|
130K
$8.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
3.34K+ 1.78% |
$838K - $952K
|
191K
$12M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
3.33K+ 12.81% |
$838K - $951K
|
29.4K
$1.85M
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
3.32K+ 54.45% |
$834K - $947K
|
9.42K
$592K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.31K+ 0.64% |
$832K - $945K
|
518K
$32.6M
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
BUY
|
- |
3.24K+ 17.67% |
$815K - $926K
|
21.6K
$1.36M
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
3.2K+ 15.66% |
$804K - $913K
|
23.6K
$1.49M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.18K+ 43.45% |
$799K - $907K
|
10.5K
$660K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
3.12K+ 2.82% |
$783K - $889K
|
114K
$7.14M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$779K - $885K
|
3.1K
$195K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.03K+ 67.75% |
$762K - $865K
|
7.51K
$472K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.99K+ 7.97% |
$752K - $854K
|
40.6K
$2.55M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.99K+ 93.81% |
$750K - $852K
|
6.17K
$388K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2.96K+ 7.36% |
$745K - $846K
|
43.2K
$2.72M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.94K+ 3.52% |
$738K - $839K
|
86.5K
$5.44M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.87K+ 12.57% |
$722K - $820K
|
25.7K
$1.62M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.85K+ 6.17% |
$716K - $814K
|
49.1K
$3.09M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.82K+ 10.41% |
$707K - $803K
|
29.9K
$1.88M
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.81K+ 2.41% |
$706K - $802K
|
119K
$7.51M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 1.79% |
$703K - $799K
|
159K
$10M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.69K+ 1.94% |
$677K - $769K
|
141K
$8.89M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.66K+ 39.37% |
$669K - $760K
|
9.42K
$593K
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2.63K+ 10.33% |
$661K - $751K
|
28.1K
$1.77M
|
|
|
Nov 16, 2023
Q1 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
2.62K+ 16.35% |
$657K - $746K
|
18.6K
$1.17M
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
2.61KNew |
$656K - $745K
|
2.61K
$164K
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.59KNew |
$651K - $739K
|
2.59K
$163K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.52K+ 46.84% |
$633K - $719K
|
7.9K
$497K
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.52K+ 272.89% |
$632K - $718K
|
3.44K
$216K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.51K+ 2.87% |
$631K - $717K
|
90.1K
$5.67M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.51K+ 3.46% |
$630K - $715K
|
74.9K
$4.71M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.51K+ 28.5% |
$630K - $715K
|
11.3K
$711K
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.49K+ 17.51% |
$626K - $711K
|
16.7K
$1.05M
|