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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
299+ 10.08% |
$65.5K - $80.8K
|
3.27K
$204K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
298+ 6.4% |
$65.3K - $80.5K
|
4.95K
$310K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
298+ 7.25% |
$65.3K - $80.5K
|
4.41K
$276K
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
298+ 11.22% |
$65.3K - $80.5K
|
2.96K
$185K
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
298+ 7.99% |
$65.3K - $80.5K
|
4.03K
$252K
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
290+ 24.7% |
$63.5K - $78.3K
|
1.46K
$91.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
289+ 3.76% |
$63.3K - $78.1K
|
7.97K
$499K
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
288+ 8.55% |
$63.1K - $77.8K
|
3.66K
$229K
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
287+ 17.32% |
$62.9K - $77.5K
|
1.94K
$122K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
285+ 10.52% |
$62.4K - $77K
|
3K
$188K
|
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
283+ 14.07% |
$62K - $76.4K
|
2.29K
$144K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
278+ 1.0% |
$60.9K - $75.1K
|
28K
$1.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
276+ 1.54% |
$60.5K - $74.5K
|
18.2K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
270+ 9.19% |
$59.1K - $72.9K
|
3.21K
$201K
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
268+ 19.6% |
$58.7K - $72.4K
|
1.64K
$102K
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
265+ 30.6% |
$58.1K - $71.6K
|
1.13K
$70.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
260+ 15.7% |
$57K - $70.2K
|
1.92K
$120K
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
BUY
|
- |
260+ 22.39% |
$57K - $70.2K
|
1.42K
$89K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
257+ 6.3% |
$56.3K - $69.4K
|
4.34K
$272K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
256+ 4.19% |
$56.1K - $69.1K
|
6.37K
$399K
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
256+ 0.43% |
$56.1K - $69.1K
|
59.2K
$3.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
248+ 1.39% |
$54.3K - $67K
|
18.1K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
247+ 6.4% |
$54.1K - $66.7K
|
4.11K
$257K
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
246+ 5.57% |
$53.9K - $66.4K
|
4.66K
$292K
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
246+ 0.64% |
$53.9K - $66.4K
|
38.5K
$2.41M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
245+ 2.96% |
$53.7K - $66.2K
|
8.52K
$533K
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
240+ 17.8% |
$52.6K - $64.8K
|
1.59K
$99.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
239+ 11.44% |
$52.4K - $64.5K
|
2.33K
$146K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
234+ 1.1% |
$51.3K - $63.2K
|
21.5K
$1.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
229+ 6.95% |
$50.2K - $61.8K
|
3.52K
$221K
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
224+ 2.33% |
$49.1K - $60.5K
|
9.82K
$615K
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
222+ 1.07% |
$48.6K - $60K
|
21K
$1.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
220+ 5.06% |
$48.2K - $59.4K
|
4.57K
$286K
|
|
|
Aug 17, 2022
Q2 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
220+ 5.07% |
$48.2K - $59.4K
|
4.56K
$286K
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
219+ 5.01% |
$48K - $59.1K
|
4.59K
$287K
|
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
214+ 4.47% |
$46.9K - $57.8K
|
5.01K
$313K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
208+ 0.07% |
$45.6K - $56.2K
|
304K
$19.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
205+ 123.49% |
$44.9K - $55.4K
|
371
$23.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
205+ 30.24% |
$44.9K - $55.4K
|
883
$55.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
203+ 0.35% |
$44.5K - $54.8K
|
58.6K
$3.67M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
200+ 1.76% |
$43.8K - $54K
|
11.6K
$724K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
200+ 6.9% |
$43.8K - $54K
|
3.1K
$194K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
196+ 18.83% |
$42.9K - $52.9K
|
1.24K
$77.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
194+ 4.06% |
$42.5K - $52.4K
|
4.98K
$312K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
193+ 0.39% |
$42.3K - $52.1K
|
49.4K
$3.09M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
192+ 193.94% |
$42.1K - $51.9K
|
291
$18.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
191+ 0.6% |
$41.8K - $51.6K
|
31.8K
$1.99M
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
190+ 5.49% |
$41.6K - $51.3K
|
3.65K
$228K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
188+ 3.28% |
$41.2K - $50.8K
|
5.91K
$370K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
188+ 3.28% |
$41.2K - $50.8K
|
5.91K
$370K
|