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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 66.67% |
$2.19K - $2.7K
|
25
$1.64K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9+ 30.0% |
$1.97K - $2.43K
|
39
$2.55K
|
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
9+ 0.32% |
$1.97K - $2.43K
|
2.83K
$186K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 0.21% |
$1.97K - $2.43K
|
4.3K
$281K
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8+ 0.33% |
$1.75K - $2.16K
|
2.46K
$161K
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
8+ 0.38% |
$1.75K - $2.16K
|
2.1K
$137K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8+ 0.11% |
$1.75K - $2.16K
|
7.2K
$471K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
8+ 1.4% |
$1.75K - $2.16K
|
581
$38K
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
8+ 0.32% |
$1.75K - $2.16K
|
2.49K
$163K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.03% |
$1.75K - $2.16K
|
31.1K
$2.03M
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8+ 0.63% |
$1.75K - $2.16K
|
1.28K
$83.8K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.13% |
$1.75K - $2.16K
|
6K
$393K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7+ 0.19% |
$1.53K - $1.89K
|
3.74K
$245K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7+ 0.3% |
$1.53K - $1.89K
|
2.38K
$156K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7+ 0.1% |
$1.53K - $1.89K
|
7.17K
$470K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6+ 0.13% |
$1.31K - $1.62K
|
4.47K
$293K
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
6+ 0.43% |
$1.31K - $1.62K
|
1.39K
$90.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6+ 0.56% |
$1.31K - $1.62K
|
1.07K
$70.1K
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$1.1K - $1.35K
|
5
$327
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
5+ 0.24% |
$1.1K - $1.35K
|
2.13K
$139K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
5+ 0.14% |
$1.1K - $1.35K
|
3.64K
$239K
|
|
|
Jul 20, 2022
Q2 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5New |
$1.1K - $1.35K
|
5
$327
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.24% |
$876 - $1.08K
|
1.7K
$112K
|
|
|
Jul 11, 2022
Q2 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
4+ 0.18% |
$876 - $1.08K
|
2.2K
$144K
|
|
|
Jul 13, 2022
Q2 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$876 - $1.08K
|
1.35K
$88.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
4+ 0.21% |
$876 - $1.08K
|
1.95K
$127K
|
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.31% |
$876 - $1.08K
|
1.29K
$84.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4+ 0.26% |
$876 - $1.08K
|
1.53K
$100K
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
BUY
|
- |
4+ 0.35% |
$876 - $1.08K
|
1.16K
$75.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
4+ 0.32% |
$876 - $1.08K
|
1.24K
$81.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4+ 3.7% |
$876 - $1.08K
|
112
$7.33K
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.23% |
$876 - $1.08K
|
1.77K
$116K
|
|
|
Aug 08, 2022
Q2 2022
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4New |
$876 - $1.08K
|
4
$262
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4+ 0.31% |
$876 - $1.08K
|
1.29K
$84.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.09% |
$876 - $1.08K
|
4.28K
$280K
|
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
3+ 0.11% |
$657 - $810
|
2.71K
$177K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.26% |
$657 - $810
|
1.18K
$76.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.25% |
$657 - $810
|
1.18K
$77.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
3+ 0.15% |
$657 - $810
|
1.94K
$127K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
3+ 0.34% |
$657 - $810
|
898
$58.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3+ 0.02% |
$657 - $810
|
15.9K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3+ 0.07% |
$657 - $810
|
4.39K
$287K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.14% |
$657 - $810
|
2.13K
$139K
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3New |
$657 - $810
|
3
$196
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3+ 0.09% |
$657 - $810
|
3.44K
$225K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$438 - $540
|
1.31K
$85.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.22% |
$438 - $540
|
920
$60.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2+ 0.01% |
$438 - $540
|
13.5K
$882K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.01% |
$438 - $540
|
39.6K
$2.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.09% |
$438 - $540
|
2.12K
$139K
|