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
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.42K- 6.07% |
$312K - $384K
|
22K
$1.38M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.44K- 0.97% |
$315K - $388K
|
147K
$9.21M
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.47KClosed |
$323K - $398K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.48K- 15.32% |
$323K - $398K
|
8.15K
$510K
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.48K- 1.89% |
$324K - $399K
|
77K
$4.82M
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.48KClosed |
$325K - $401K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.49K- 48.24% |
$326K - $402K
|
1.6K
$100K
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.5KClosed |
$328K - $405K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.5K- 6.33% |
$329K - $406K
|
22.2K
$1.39M
|
|
Aug 03, 2022
Q2 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-1.52KClosed |
$332K - $409K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.52K- 5.96% |
$332K - $409K
|
23.9K
$1.5M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.52K- 84.47% |
$333K - $410K
|
279
$17.5K
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.52K- 1.26% |
$334K - $412K
|
119K
$7.46M
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.59K- 4.25% |
$347K - $428K
|
35.7K
$2.24M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.6K- 0.59% |
$351K - $432K
|
269K
$16.9M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.62KClosed |
$355K - $438K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.66K- 8.29% |
$363K - $448K
|
18.4K
$1.15M
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.67K- 2.24% |
$367K - $452K
|
73.1K
$4.58M
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.69K- 7.03% |
$370K - $456K
|
22.3K
$1.4M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.69K- 2.26% |
$370K - $457K
|
73K
$4.57M
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.7KClosed |
$372K - $459K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.71KClosed |
$374K - $461K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.71K- 3.82% |
$374K - $461K
|
43K
$2.69M
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.71K- 13.43% |
$375K - $463K
|
11K
$691K
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.71K- 12.1% |
$375K - $463K
|
12.4K
$779K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.73K- 12.12% |
$378K - $466K
|
12.5K
$784K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.73K- 9.93% |
$380K - $468K
|
15.7K
$984K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.74K- 5.27% |
$380K - $469K
|
31.2K
$1.95M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.74K- 5.18% |
$380K - $469K
|
31.8K
$1.99M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 13.73% |
$381K - $470K
|
10.9K
$685K
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.75K- 6.95% |
$384K - $473K
|
23.5K
$1.47M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.78K- 35.58% |
$389K - $479K
|
3.21K
$201K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.79K- 1.31% |
$391K - $483K
|
134K
$8.41M
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-1.8K- 18.19% |
$393K - $485K
|
8.07K
$505K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.8K- 18.19% |
$393K - $485K
|
8.07K
$505K
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.8K- 30.66% |
$393K - $485K
|
4.06K
$254K
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-1.81K- 0.57% |
$397K - $489K
|
318K
$19.9M
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.85K- 4.49% |
$405K - $499K
|
39.3K
$2.46M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-1.86KClosed |
$407K - $502K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.91K- 1.66% |
$418K - $515K
|
113K
$7.06M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.94K- 31.07% |
$424K - $523K
|
4.3K
$269K
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.95K- 14.6% |
$427K - $526K
|
11.4K
$714K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.96K- 1.29% |
$428K - $528K
|
149K
$9.34M
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.96K- 10.72% |
$430K - $530K
|
16.3K
$1.02M
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.97K- 6.32% |
$432K - $532K
|
29.2K
$1.83M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.97K- 62.73% |
$432K - $532K
|
1.17K
$73.3K
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.99K- 10.12% |
$436K - $537K
|
17.7K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.1K- 18.41% |
$459K - $566K
|
9.29K
$582K
|
|
Dec 26, 2024
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-2.11K- 64.34% |
$462K - $570K
|
1.17K
$73.2K
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.14K- 1.2% |
$470K - $579K
|
177K
$11.1M
|