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 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.75K+ 94.1% |
$440K - $500K
|
3.62K
$227K
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
1.75K+ 2.02% |
$439K - $499K
|
88.3K
$5.55M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.74K+ 7.41% |
$437K - $497K
|
25.2K
$1.59M
|
|
|
Apr 26, 2022
Q1 2022
|
Pachira Investments Inc.
|
BUY
|
- |
1.73K+ 3.68% |
$435K - $495K
|
48.8K
$3.07M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.73KNew |
$434K - $493K
|
1.73K
$109K
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.72K+ 2.84% |
$433K - $492K
|
62.5K
$3.93M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.7K+ 4.81% |
$426K - $484K
|
37K
$2.33M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.69K+ 7.13% |
$425K - $483K
|
25.4K
$1.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.69K+ 55.61% |
$424K - $482K
|
4.73K
$297K
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
1.68K+ 6.57% |
$423K - $480K
|
27.3K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.67K+ 2.01% |
$420K - $477K
|
84.6K
$5.32M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.66K+ 139.16% |
$418K - $475K
|
2.86K
$180K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.65K+ 9.0% |
$415K - $472K
|
20K
$1.26M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.64K+ 1.15% |
$413K - $469K
|
145K
$9.1M
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.64K+ 121.06% |
$411K - $467K
|
2.99K
$188K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 4.74% |
$410K - $465K
|
36K
$2.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.63K+ 0.09% |
$409K - $465K
|
1.88M
$119M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.62K+ 3.96% |
$407K - $462K
|
42.5K
$2.67M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.62K+ 5.88% |
$406K - $461K
|
29.1K
$1.83M
|
|
|
Apr 26, 2022
Q1 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.6K+ 2.59% |
$403K - $458K
|
63.6K
$4M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
1.58K+ 66.09% |
$396K - $450K
|
3.96K
$249K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.58K+ 14.58% |
$396K - $449K
|
12.4K
$779K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 5.88% |
$387K - $440K
|
27.7K
$1.75M
|
|
|
Apr 15, 2022
Q1 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.54K+ 3.06% |
$387K - $440K
|
51.9K
$3.26M
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.54K+ 3.81% |
$387K - $439K
|
41.9K
$2.64M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.53K+ 2.57% |
$385K - $438K
|
61.2K
$3.85M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.53K+ 2.77% |
$385K - $437K
|
56.9K
$3.58M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.53K+ 20.55% |
$385K - $437K
|
8.98K
$565K
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.53K+ 0.99% |
$384K - $436K
|
156K
$9.8M
|
|
|
May 16, 2022
Q1 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.49K+ 3.88% |
$375K - $426K
|
39.9K
$2.51M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.49K+ 5.21% |
$374K - $425K
|
30.1K
$1.89M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.48KNew |
$373K - $423K
|
1.48K
$93.3K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.48K+ 182.96% |
$372K - $423K
|
2.29K
$144K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.48K+ 2.01% |
$372K - $423K
|
75.2K
$4.73M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.47KNew |
$370K - $421K
|
1.47K
$92.7K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.46K+ 1.82% |
$367K - $417K
|
81.6K
$5.13M
|
|
|
Apr 14, 2022
Q1 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.46K+ 11.64% |
$367K - $416K
|
14K
$880K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.46K+ 0.46% |
$366K - $415K
|
320K
$20.1M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.45K+ 5.55% |
$365K - $414K
|
27.6K
$1.74M
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.44K+ 3.39% |
$362K - $412K
|
44K
$2.76M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.43K+ 10.31% |
$358K - $407K
|
15.3K
$960K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.42K+ 11.65% |
$356K - $405K
|
13.6K
$855K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.4K+ 4.37% |
$352K - $400K
|
33.5K
$2.11M
|
|
|
May 11, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.37K+ 6.85% |
$345K - $392K
|
21.4K
$1.35M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.36K+ 10.69% |
$341K - $388K
|
14.1K
$886K
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.35KNew |
$339K - $385K
|
1.35K
$84.8K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 23.95% |
$337K - $383K
|
6.94K
$437K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.33K+ 14.77% |
$334K - $380K
|
10.3K
$650K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.33K+ 117.71% |
$334K - $379K
|
2.46K
$155K
|
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 8.9% |
$334K - $379K
|
16.2K
$1.02M
|