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 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.32K+ 5.17% |
$331K - $376K
|
26.8K
$1.69M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.31K+ 8.13% |
$330K - $374K
|
17.5K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.31KNew |
$329K - $374K
|
1.31K
$82.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.29K+ 7.19% |
$325K - $369K
|
19.3K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.28K+ 2.62% |
$322K - $366K
|
50.2K
$3.16M
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.27K+ 4.0% |
$319K - $363K
|
33K
$2.08M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
1.26K+ 0.63% |
$317K - $360K
|
202K
$12.7M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25K+ 1.13% |
$314K - $356K
|
111K
$7M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.25KNew |
$314K - $356K
|
1.25K
$78.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
1.23K+ 21.05% |
$308K - $350K
|
7.06K
$444K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.23K+ 1.24% |
$308K - $350K
|
100K
$6.32M
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.23K+ 8.06% |
$308K - $350K
|
16.4K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.23K+ 1.85% |
$308K - $350K
|
67.5K
$4.25M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.22K+ 40.73% |
$307K - $349K
|
4.23K
$266K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.22K+ 7.01% |
$307K - $349K
|
18.6K
$1.17M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.2KNew |
$301K - $342K
|
1.2K
$75.5K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.2K+ 4.21% |
$300K - $341K
|
29.6K
$1.86M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.18KNew |
$296K - $336K
|
1.18K
$74.2K
|
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$293K - $332K
|
1.17K
$73.3K
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.16K+ 9.27% |
$291K - $331K
|
13.7K
$861K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.09KNew |
$275K - $312K
|
1.09K
$68.8K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.09K+ 3.22% |
$274K - $311K
|
35K
$2.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.08K+ 1.2% |
$271K - $308K
|
91.2K
$5.74M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.07K+ 1.01% |
$269K - $306K
|
107K
$6.72M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.06K+ 164.24% |
$267K - $303K
|
1.71K
$107K
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.06K+ 6.68% |
$266K - $302K
|
16.9K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.05K+ 17.28% |
$263K - $298K
|
7.1K
$447K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.04K+ 2.75% |
$262K - $297K
|
38.9K
$2.45M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.04KNew |
$262K - $297K
|
1.04K
$65.5K
|
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.04K+ 80.34% |
$261K - $296K
|
2.33K
$147K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.02K+ 44.98% |
$257K - $292K
|
3.29K
$207K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.02K+ 3.6% |
$256K - $291K
|
29.3K
$1.84M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 8.81% |
$255K - $290K
|
12.5K
$789K
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$252K - $287K
|
1.01K
$63.2K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
996+ 8.96% |
$250K - $284K
|
12.1K
$762K
|
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
994+ 2.74% |
$250K - $284K
|
37.2K
$2.34M
|
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
992+ 2.65% |
$249K - $283K
|
38.5K
$2.42M
|
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
967+ 0.63% |
$243K - $276K
|
155K
$9.74M
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
950New |
$239K - $271K
|
950
$59.8K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
948+ 7.84% |
$238K - $271K
|
13K
$820K
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
939+ 1.25% |
$236K - $268K
|
76K
$4.78M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
931+ 37.68% |
$234K - $266K
|
3.4K
$214K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
929+ 84.3% |
$233K - $265K
|
2.03K
$128K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
920+ 3.55% |
$231K - $263K
|
26.8K
$1.69M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
918+ 3.63% |
$231K - $262K
|
26.2K
$1.65M
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
901+ 15.56% |
$226K - $257K
|
6.69K
$421K
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
896+ 3.36% |
$225K - $256K
|
27.6K
$1.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
894+ 0.58% |
$225K - $255K
|
155K
$9.77M
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
894New |
$225K - $255K
|
894
$56.2K
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
894+ 83.09% |
$225K - $255K
|
1.97K
$124K
|