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 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-963- 0.27% |
$211K - $260K
|
351K
$22M
|
|
|
Aug 05, 2022
Q2 2022
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-975- 1.51% |
$214K - $263K
|
63.5K
$3.97M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-982- 8.04% |
$215K - $265K
|
11.2K
$703K
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-986- 3.76% |
$216K - $266K
|
25.3K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.01K- 27.67% |
$220K - $271K
|
2.63K
$164K
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.01K- 4.56% |
$220K - $272K
|
21.1K
$1.32M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.01K- 0.91% |
$221K - $273K
|
110K
$6.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.02K- 42.83% |
$222K - $274K
|
1.36K
$84.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.04K- 5.84% |
$229K - $282K
|
16.8K
$1.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.05K- 3.8% |
$230K - $283K
|
26.5K
$1.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.06K- 5.52% |
$233K - $287K
|
18.2K
$1.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-1.08K- 28.45% |
$236K - $291K
|
2.71K
$170K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.09KClosed |
$239K - $295K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.11K- 28.66% |
$242K - $298K
|
2.75K
$172K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.11K- 1.77% |
$243K - $299K
|
61.6K
$3.85M
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.11K- 6.87% |
$243K - $300K
|
15.1K
$944K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.11K- 3.08% |
$244K - $301K
|
35K
$2.19M
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1.13KClosed |
$247K - $304K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.13KClosed |
$247K - $305K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.14KClosed |
$249K - $307K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-1.14K- 22.24% |
$250K - $308K
|
3.99K
$250K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.15K- 3.42% |
$251K - $310K
|
32.3K
$2.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.16KClosed |
$254K - $313K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.16K- 8.9% |
$255K - $314K
|
11.9K
$745K
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.16KClosed |
$255K - $314K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.17KClosed |
$255K - $315K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-1.17K- 2.86% |
$257K - $316K
|
39.7K
$2.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.18KClosed |
$259K - $320K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.21KClosed |
$265K - $327K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.22K- 20.68% |
$268K - $330K
|
4.69K
$294K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.23K- 2.93% |
$268K - $331K
|
40.5K
$2.54M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.24K- 26.13% |
$271K - $334K
|
3.49K
$219K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.25K- 1.7% |
$273K - $336K
|
72K
$4.51M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.25KClosed |
$274K - $338K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-1.27K- 1.72% |
$278K - $342K
|
72.3K
$4.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.28K- 7.63% |
$280K - $345K
|
15.5K
$969K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.29K- 4.35% |
$282K - $348K
|
28.4K
$1.78M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.29K- 6.52% |
$283K - $349K
|
18.5K
$1.16M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.3K- 27.08% |
$286K - $352K
|
3.51K
$220K
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.31K- 6.58% |
$286K - $353K
|
18.5K
$1.16M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.32K- 13.27% |
$290K - $358K
|
8.65K
$542K
|
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.34K- 4.57% |
$294K - $362K
|
28K
$1.75M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.34K- 44.41% |
$294K - $363K
|
1.68K
$105K
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.35K- 6.16% |
$295K - $364K
|
20.5K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.36K- 1.5% |
$298K - $368K
|
89.2K
$5.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.36K- 10.45% |
$299K - $368K
|
11.7K
$731K
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.39K- 31.85% |
$303K - $374K
|
2.96K
$186K
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.39K- 50.11% |
$304K - $375K
|
1.38K
$86.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.39K- 0.9% |
$305K - $376K
|
153K
$9.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.41KClosed |
$308K - $380K
|
0
$0
|