Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
491+ 3.87% |
$108K - $133K
|
13.2K
$826K
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
489+ 9.09% |
$107K - $132K
|
5.87K
$367K
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
485+ 0.65% |
$106K - $131K
|
75.6K
$4.73M
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
473+ 6.12% |
$104K - $128K
|
8.21K
$514K
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
469+ 48.85% |
$103K - $127K
|
1.43K
$89.5K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
464+ 6.28% |
$102K - $125K
|
7.85K
$491K
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
461+ 7.07% |
$101K - $125K
|
6.98K
$437K
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
457+ 2.46% |
$100K - $123K
|
19.1K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
456+ 33.0% |
$99.9K - $123K
|
1.84K
$115K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
455+ 347.33% |
$99.7K - $123K
|
586
$36.7K
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
BUY
|
- |
449+ 1.21% |
$98.4K - $121K
|
37.5K
$2.35M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
444+ 8.13% |
$97.3K - $120K
|
5.91K
$370K
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
442+ 2.17% |
$96.8K - $119K
|
20.9K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
442+ 0.46% |
$96.8K - $119K
|
96.1K
$6.02M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
442+ 2.56% |
$96.8K - $119K
|
17.7K
$1.11M
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
440+ 15.94% |
$96.4K - $119K
|
3.2K
$200K
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
439+ 4.15% |
$96.2K - $119K
|
11K
$690K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
437+ 1.0% |
$95.7K - $118K
|
44K
$2.76M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
430+ 8.79% |
$94.2K - $116K
|
5.32K
$333K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
430+ 1.82% |
$94.2K - $116K
|
24.1K
$1.51M
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
423+ 36.53% |
$92.7K - $114K
|
1.58K
$99K
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
422+ 30.98% |
$92.4K - $114K
|
1.78K
$112K
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
420+ 47.4% |
$92K - $113K
|
1.31K
$81.8K
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
418+ 18.64% |
$91.6K - $113K
|
2.66K
$167K
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
415+ 8300.0% |
$90.9K - $112K
|
420
$26.3K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
414+ 13.82% |
$90.7K - $112K
|
3.41K
$214K
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
414+ 40.67% |
$90.7K - $112K
|
1.43K
$89.7K
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
402+ 3.02% |
$88.1K - $109K
|
13.7K
$858K
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
399+ 11.52% |
$87.4K - $108K
|
3.86K
$242K
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
396+ 6.29% |
$86.8K - $107K
|
6.7K
$419K
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
395+ 0.29% |
$86.5K - $107K
|
138K
$8.66M
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
386+ 3.05% |
$84.6K - $104K
|
13K
$815K
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
384+ 0.2% |
$84.1K - $104K
|
197K
$12.3M
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
382+ 0.24% |
$83.7K - $103K
|
159K
$9.97M
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
378+ 2.31% |
$82.8K - $102K
|
16.7K
$1.05M
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
374+ 0.92% |
$81.9K - $101K
|
40.9K
$2.56M
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
373+ 4.58% |
$81.7K - $101K
|
8.52K
$534K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
363+ 1.74% |
$79.5K - $98K
|
21.2K
$1.33M
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
362+ 0.83% |
$79.3K - $97.8K
|
44.1K
$2.76M
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
358+ 2.45% |
$78.4K - $96.7K
|
15K
$937K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
353+ 12.24% |
$77.3K - $95.3K
|
3.24K
$203K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
349+ 2.96% |
$76.5K - $94.3K
|
12.2K
$761K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
343+ 1.61% |
$75.1K - $92.6K
|
21.7K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
331+ 0.66% |
$72.5K - $89.4K
|
50.3K
$3.15M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
321+ 1.56% |
$70.3K - $86.7K
|
20.9K
$1.31M
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
311New |
$68.1K - $84K
|
311
$19.5K
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
307+ 1.58% |
$67.3K - $82.9K
|
19.7K
$1.24M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
303+ 4.39% |
$66.4K - $81.8K
|
7.21K
$451K
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
302+ 0.52% |
$66.2K - $81.6K
|
58.5K
$3.67M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
300+ 1.16% |
$65.7K - $81K
|
26.2K
$1.64M
|