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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-7.23K- 50.43% |
$1.58M - $1.95M
|
7.1K
$447K
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-7.23K- 14.94% |
$1.58M - $1.95M
|
41.1K
$2.59M
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.33K- 8.11% |
$1.61M - $1.98M
|
83.1K
$5.23M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.56KClosed |
$1.66M - $2.04M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-7.78K- 3.68% |
$1.7M - $2.1M
|
203K
$12.8M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-8.19K- 2.67% |
$1.79M - $2.21M
|
299K
$18.8M
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-8.22K- 83.8% |
$1.8M - $2.22M
|
1.59K
$100K
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.47K- 74.89% |
$1.86M - $2.29M
|
2.84K
$179K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8.55K- 99.45% |
$1.87M - $2.31M
|
47
$2.96K
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8.78K- 7.94% |
$1.92M - $2.37M
|
102K
$6.4M
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-8.91K- 10.47% |
$1.95M - $2.41M
|
76.2K
$4.79M
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9K- 2.1% |
$1.97M - $2.43M
|
420K
$26.4M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-9.4K- 80.58% |
$2.06M - $2.54M
|
2.27K
$142K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-9.57K- 87.68% |
$2.1M - $2.58M
|
1.34K
$84.6K
|
|
Jul 28, 2022
Q2 2022
|
Verde Capital Management
|
SELL
|
- |
-9.7K- 10.41% |
$2.13M - $2.62M
|
83.5K
$5.25M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.6K- 77.6% |
$2.32M - $2.86M
|
3.06K
$192K
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-10.6KClosed |
$2.32M - $2.86M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-10.8K- 2.74% |
$2.36M - $2.91M
|
383K
$24.1M
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.8K- 0.85% |
$2.37M - $2.93M
|
1.26M
$79.1M
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-11.1K- 39.8% |
$2.42M - $2.99M
|
16.7K
$1.05M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-11.4K- 11.57% |
$2.49M - $3.07M
|
86.9K
$5.47M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$2.61M - $3.22M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12K- 52.12% |
$2.63M - $3.24M
|
11K
$693K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-12.2K- 0.87% |
$2.66M - $3.29M
|
1.39M
$87.2M
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
SELL
|
- |
-12.4K- 2.34% |
$2.72M - $3.35M
|
518K
$32.6M
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-12.6K- 31.31% |
$2.77M - $3.41M
|
27.7K
$1.74M
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-12.7K- 26.22% |
$2.78M - $3.43M
|
35.7K
$2.25M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-12.8K- 87.02% |
$2.8M - $3.45M
|
1.9K
$120K
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-12.8KClosed |
$2.81M - $3.46M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-13K- 11.74% |
$2.84M - $3.5M
|
97.4K
$6.13M
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 79.84% |
$2.84M - $3.5M
|
3.28K
$206K
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-13.1K- 5.18% |
$2.87M - $3.54M
|
240K
$15.1M
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-13.1K- 17.56% |
$2.87M - $3.54M
|
61.5K
$3.87M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.2K- 4.47% |
$2.89M - $3.56M
|
281K
$17.7M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-14K- 10.96% |
$3.07M - $3.79M
|
114K
$7.17M
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-14K- 88.77% |
$3.07M - $3.79M
|
1.77K
$112K
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-15.6KClosed |
$3.42M - $4.22M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15.6K- 3.02% |
$3.42M - $4.22M
|
502K
$31.6M
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-15.6KClosed |
$3.43M - $4.22M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-16.1K- 3.28% |
$3.53M - $4.36M
|
476K
$29.9M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-16.2K- 11.19% |
$3.55M - $4.37M
|
128K
$8.08M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16.5K- 5.22% |
$3.61M - $4.45M
|
299K
$18.8M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-16.9K- 75.42% |
$3.7M - $4.56M
|
5.51K
$347K
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-17.4K- 5.21% |
$3.82M - $4.7M
|
317K
$19.9M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-17.8K- 1.49% |
$3.9M - $4.81M
|
1.18M
$74.2M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18.2K- 12.9% |
$3.99M - $4.92M
|
123K
$7.74M
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-18.7K- 18.15% |
$4.09M - $5.04M
|
84.2K
$5.29M
|
|
Jul 11, 2022
Q2 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-18.9K- 30.2% |
$4.13M - $5.1M
|
43.6K
$2.74M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.9K- 31.7% |
$4.15M - $5.11M
|
40.8K
$2.56M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-19.2KClosed |
$4.2M - $5.17M
|
0
$0
|