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 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
31+ 3.55% |
$6.79K - $8.37K
|
905
$56.7K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
30+ 0.05% |
$6.57K - $8.1K
|
60.6K
$3.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
28+ 3.6% |
$6.13K - $7.56K
|
806
$50.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
27+ 2.7% |
$5.91K - $7.29K
|
1.03K
$64.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
27+ 0.32% |
$5.91K - $7.29K
|
8.53K
$535K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27+ 2.05% |
$5.91K - $7.29K
|
1.34K
$84.2K
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
25+ 0.48% |
$5.48K - $6.75K
|
5.19K
$325K
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
24+ 1.03% |
$5.26K - $6.48K
|
2.37K
$148K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 0.15% |
$5.26K - $6.48K
|
16.4K
$1.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
23+ 0.56% |
$5.04K - $6.21K
|
4.14K
$259K
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
22+ 2.48% |
$4.82K - $5.94K
|
908
$56.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
22+ 1.6% |
$4.82K - $5.94K
|
1.39K
$87.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
22+ 0.82% |
$4.82K - $5.94K
|
2.71K
$170K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
21+ 0.31% |
$4.6K - $5.67K
|
6.87K
$431K
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
20+ 5.14% |
$4.38K - $5.4K
|
409
$25.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.69% |
$4.38K - $5.4K
|
2.92K
$183K
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
20+ 1.6% |
$4.38K - $5.4K
|
1.27K
$79.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
20+ 2.02% |
$4.38K - $5.4K
|
1.01K
$63.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
19+ 0.36% |
$4.16K - $5.13K
|
5.23K
$328K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
19+ 50.0% |
$4.16K - $5.13K
|
57
$3.57K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19+ 0.12% |
$4.16K - $5.13K
|
16.5K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
19+ 1.49% |
$4.16K - $5.13K
|
1.29K
$80.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
18+ 0.97% |
$3.94K - $4.86K
|
1.87K
$117K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
18+ 0.32% |
$3.94K - $4.86K
|
5.62K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
18New |
$3.94K - $4.86K
|
18
$1.13K
|
|
|
Aug 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
18+ 1.04% |
$3.94K - $4.86K
|
1.75K
$109K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17+ 0.51% |
$3.72K - $4.59K
|
3.37K
$211K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
16+ 1.41% |
$3.51K - $4.32K
|
1.15K
$72K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
16+ 0.91% |
$3.51K - $4.32K
|
1.77K
$111K
|
|
|
Nov 01, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
16+ 1.51% |
$3.51K - $4.32K
|
1.08K
$67.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15+ 1.68% |
$3.29K - $4.05K
|
908
$56.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15+ 0.51% |
$3.29K - $4.05K
|
2.95K
$185K
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
14+ 0.06% |
$3.07K - $3.78K
|
23.2K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
14+ 0.34% |
$3.07K - $3.78K
|
4.14K
$259K
|
|
|
Aug 12, 2022
Q2 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
14+ 0.34% |
$3.07K - $3.78K
|
4.13K
$259K
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
13+ 1.22% |
$2.85K - $3.51K
|
1.08K
$67.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 0.29% |
$2.85K - $3.51K
|
4.5K
$282K
|
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
13+ 1.49% |
$2.85K - $3.51K
|
885
$55.5K
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11+ 1.07% |
$2.41K - $2.97K
|
1.04K
$65.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
11+ 0.12% |
$2.41K - $2.97K
|
9K
$564K
|
|
|
Jul 11, 2022
Q2 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
11+ 0.38% |
$2.41K - $2.97K
|
2.91K
$182K
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
11+ 0.37% |
$2.41K - $2.97K
|
2.95K
$185K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 0.13% |
$2.41K - $2.97K
|
8.32K
$521K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
11+ 0.24% |
$2.41K - $2.97K
|
4.55K
$285K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
11+ 0.1% |
$2.41K - $2.97K
|
10.6K
$664K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 45.45% |
$2.19K - $2.7K
|
32
$2.01K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$2.19K - $2.7K
|
6.2K
$389K
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
10+ 0.9% |
$2.19K - $2.7K
|
1.12K
$70.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
10+ 0.06% |
$2.19K - $2.7K
|
15.9K
$999K
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10+ 0.93% |
$2.19K - $2.7K
|
1.08K
$67.9K
|