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
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-19.4K- 89.04% |
$4.24M - $5.23M
|
2.38K
$150K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.5K- 3.2% |
$4.27M - $5.26M
|
590K
$37.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-19.6KClosed |
$4.3M - $5.3M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-19.9K- 11.56% |
$4.36M - $5.38M
|
152K
$9.59M
|
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-21.2K- 28.99% |
$4.65M - $5.74M
|
52K
$3.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.5K- 25.06% |
$4.93M - $6.08M
|
67.3K
$4.23M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-23.2K- 1.51% |
$5.09M - $6.27M
|
1.51M
$95M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-24.1K- 91.34% |
$5.28M - $6.51M
|
2.29K
$144K
|
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-27.1K- 30.02% |
$5.94M - $7.33M
|
63.2K
$3.98M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-27.1K- 60.83% |
$5.94M - $7.33M
|
17.5K
$1.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-27.7K- 50.17% |
$6.08M - $7.49M
|
27.6K
$1.73M
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-28.8K- 20.41% |
$6.32M - $7.79M
|
112K
$7.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-29.4KClosed |
$6.43M - $7.93M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.2K- 1.81% |
$6.62M - $8.16M
|
1.64M
$103M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-30.3K- 1.61% |
$6.64M - $8.19M
|
1.85M
$117M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-30.6K- 1.8% |
$6.71M - $8.28M
|
1.67M
$105M
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-31.8K- 49.77% |
$6.96M - $8.58M
|
32.1K
$2.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.2K- 9.09% |
$7.06M - $8.7M
|
322K
$20.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-33K- 40.68% |
$7.23M - $8.91M
|
48.1K
$3.03M
|
|
|
Jun 20, 2024
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-33.2K- 41.64% |
$7.26M - $8.95M
|
46.5K
$2.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-34.4K- 24.79% |
$7.53M - $9.28M
|
104K
$6.56M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-37.8K- 81.22% |
$8.28M - $10.2M
|
8.74K
$550K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-38.4K- 97.46% |
$8.42M - $10.4M
|
1K
$63.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-38.5KClosed |
$8.43M - $10.4M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-38.9KClosed |
$8.53M - $10.5M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-45.7K- 38.31% |
$10M - $12.4M
|
73.6K
$4.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-47.9K- 21.88% |
$10.5M - $12.9M
|
171K
$10.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-51.3KClosed |
$11.2M - $13.8M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-55.4K- 30.86% |
$12.1M - $15M
|
124K
$7.82M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-56KClosed |
$12.3M - $15.1M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-60.4K- 28.45% |
$13.2M - $16.3M
|
152K
$9.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-65.2KClosed |
$14.3M - $17.6M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-69.3K- 39.01% |
$15.2M - $18.7M
|
108K
$6.82M
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-71K- 28.14% |
$15.6M - $19.2M
|
181K
$11.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-79K- 69.46% |
$17.3M - $21.3M
|
34.7K
$2.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 2.77% |
$22M - $27.1M
|
3.53M
$222M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-103K- 32.3% |
$22.6M - $27.9M
|
216K
$13.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-130K- 5.87% |
$28.4M - $35M
|
2.08M
$131M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-136K- 2.33% |
$29.7M - $36.6M
|
5.67M
$357M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-177KClosed |
$38.7M - $47.7M
|
0
$0
|
|
|
Jun 16, 2023
Q2 2022
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-177KClosed |
$38.7M - $47.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-206K- 4.52% |
$45.2M - $55.8M
|
4.36M
$274M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-222K- 1.99% |
$48.7M - $60M
|
11M
$689M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-880K- 34.89% |
$193M - $238M
|
1.64M
$103M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-960KClosed |
$210M - $259M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.23M- 98.12% |
$268M - $331M
|
23.5K
$1.48M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.9M- 99.62% |
$855M - $1.05B
|
15K
$947K
|