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 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2+ 0.01% |
$438 - $540
|
13.5K
$886K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.01% |
$438 - $540
|
39.6K
$2.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.09% |
$438 - $540
|
2.12K
$139K
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
$438 - $540
|
8.81K
$580K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2+ 0.01% |
$438 - $540
|
13.7K
$900K
|
|
|
May 05, 2025
Q2 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.24% |
$438 - $540
|
831
$54.7K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
1+ 0.64% |
$219 - $270
|
158
$10.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$219 - $270
|
1.94K
$128K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1+ 0.09% |
$219 - $270
|
1.11K
$73K
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1+ 0.06% |
$219 - $270
|
1.57K
$103K
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.05% |
$219 - $270
|
1.89K
$124K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 25.0% |
$219 - $270
|
5
$329
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.04% |
$219 - $270
|
2.35K
$155K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.0% |
$219 - $270
|
21.9K
$1.44M
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$219 - $270
|
1.01K
$66.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$219 - $270
|
1.55K
$102K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.06% |
$219 - $270
|
1.7K
$112K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$219 - $270
|
943
$62K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.11% |
$219 - $270
|
916
$60.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.02% |
$219 - $270
|
5.89K
$387K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.11% |
$219 - $270
|
943
$62K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$219 - $270
|
12.9K
$846K
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-1- 0.08% |
$219 - $270
|
1.19K
$78.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1- 0.02% |
$219 - $270
|
4.58K
$301K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1- 0.06% |
$219 - $270
|
1.78K
$117K
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2- 0.24% |
$438 - $540
|
828
$54.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$438 - $540
|
3.78K
$249K
|
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2- 0.16% |
$438 - $540
|
1.27K
$83.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3- 0.75% |
$657 - $810
|
398
$26.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3Closed |
$657 - $810
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3- 0.03% |
$657 - $810
|
11.3K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4- 0.03% |
$876 - $1.08K
|
12.4K
$817K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-5- 0.04% |
$1.1K - $1.35K
|
13.2K
$867K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-5- 0.14% |
$1.1K - $1.35K
|
3.64K
$240K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5- 0.52% |
$1.1K - $1.35K
|
961
$63.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 0.17% |
$1.1K - $1.35K
|
2.98K
$196K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-6- 0.37% |
$1.31K - $1.62K
|
1.62K
$107K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-6- 0.46% |
$1.31K - $1.62K
|
1.31K
$85.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-7- 0.19% |
$1.53K - $1.89K
|
3.72K
$245K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-7- 0.59% |
$1.53K - $1.89K
|
1.18K
$77.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-7- 0.18% |
$1.53K - $1.89K
|
3.83K
$252K
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-8- 0.43% |
$1.75K - $2.16K
|
1.85K
$121K
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-8- 0.4% |
$1.75K - $2.16K
|
2K
$132K
|
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-9- 0.13% |
$1.97K - $2.43K
|
7.13K
$469K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-9- 0.11% |
$1.97K - $2.43K
|
8.09K
$532K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-9- 2.15% |
$1.97K - $2.43K
|
409
$26.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.59% |
$2.19K - $2.7K
|
1.69K
$111K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-11- 0.47% |
$2.41K - $2.97K
|
2.32K
$153K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-11- 0.15% |
$2.41K - $2.97K
|
7.46K
$490K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-11- 0.6% |
$2.41K - $2.97K
|
1.81K
$119K
|