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 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
102+ 3.21% |
$22.3K - $27.5K
|
3.28K
$215K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
101+ 5.23% |
$22.1K - $27.3K
|
2.03K
$133K
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
100+ 3.86% |
$21.9K - $27K
|
2.69K
$176K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
97+ 4.95% |
$21.2K - $26.2K
|
2.06K
$135K
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
94+ 0.94% |
$20.6K - $25.4K
|
10.1K
$661K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
94+ 1.89% |
$20.6K - $25.4K
|
5.06K
$331K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
93+ 1.82% |
$20.4K - $25.1K
|
5.21K
$341K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
93+ 2.79% |
$20.4K - $25.1K
|
3.42K
$224K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
92+ 6.65% |
$20.2K - $24.8K
|
1.48K
$96.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
89+ 4.13% |
$19.5K - $24K
|
2.24K
$147K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
89+ 9.61% |
$19.5K - $24K
|
1.02K
$66.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
89+ 12.11% |
$19.5K - $24K
|
824
$54K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
89+ 0.05% |
$19.5K - $24K
|
180K
$11.8M
|
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
89+ 1.1% |
$19.5K - $24K
|
8.19K
$536K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
87+ 2.84% |
$19.1K - $23.5K
|
3.15K
$207K
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
86+ 1.28% |
$18.8K - $23.2K
|
6.83K
$447K
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
86+ 1.45% |
$18.8K - $23.2K
|
6.04K
$395K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
85+ 1.16% |
$18.6K - $23K
|
7.41K
$485K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
85+ 0.52% |
$18.6K - $23K
|
16.3K
$1.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
84+ 1.21% |
$18.4K - $22.7K
|
7.02K
$460K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
83+ 1.0% |
$18.2K - $22.4K
|
8.36K
$547K
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
82+ 1.71% |
$18K - $22.1K
|
4.86K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
81+ 1.76% |
$17.7K - $21.9K
|
4.68K
$306K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
80+ 8.48% |
$17.5K - $21.6K
|
1.02K
$67K
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
80+ 1.81% |
$17.5K - $21.6K
|
4.5K
$295K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
77+ 1.15% |
$16.9K - $20.8K
|
6.75K
$442K
|
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
76+ 3.83% |
$16.6K - $20.5K
|
2.06K
$135K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
75+ 7.25% |
$16.4K - $20.3K
|
1.11K
$72.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
75+ 0.15% |
$16.4K - $20.3K
|
49.4K
$3.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
74+ 1.96% |
$16.2K - $20K
|
3.85K
$252K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
72+ 7.41% |
$15.8K - $19.4K
|
1.04K
$68.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
72+ 2.13% |
$15.8K - $19.4K
|
3.45K
$226K
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
71+ 4.49% |
$15.6K - $19.2K
|
1.65K
$108K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
70+ 166.67% |
$15.3K - $18.9K
|
112
$7.33K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
70+ 7.89% |
$15.3K - $18.9K
|
957
$62.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
66+ 1.78% |
$14.5K - $17.8K
|
3.78K
$248K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
66+ 3.4% |
$14.5K - $17.8K
|
2.01K
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
65+ 3.0% |
$14.2K - $17.6K
|
2.23K
$146K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
65+ 1.52% |
$14.2K - $17.6K
|
4.34K
$284K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
65+ 3.04% |
$14.2K - $17.6K
|
2.21K
$144K
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
62+ 0.03% |
$13.6K - $16.7K
|
209K
$13.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
61+ 0.37% |
$13.4K - $16.5K
|
16.8K
$1.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
61+ 2.53% |
$13.4K - $16.5K
|
2.47K
$162K
|
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
58+ 3.31% |
$12.7K - $15.7K
|
1.81K
$118K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
58+ 2.15% |
$12.7K - $15.7K
|
2.75K
$180K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
57+ 0.94% |
$12.5K - $15.4K
|
6.15K
$403K
|
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
57+ 6.37% |
$12.5K - $15.4K
|
952
$62.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
56+ 1.72% |
$12.3K - $15.1K
|
3.32K
$217K
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
56+ 1.49% |
$12.3K - $15.1K
|
3.81K
$249K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
56+ 2.24% |
$12.3K - $15.1K
|
2.55K
$167K
|