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 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.75K+ 27.2% |
$1.48M - $1.82M
|
31.6K
$1.99M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.45K+ 11.47% |
$1.41M - $1.74M
|
62.7K
$3.95M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6.41K+ 1.71% |
$1.4M - $1.73M
|
381K
$23.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
6.39K+ 12.78% |
$1.4M - $1.73M
|
56.4K
$3.55M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
6.29KNew |
$1.38M - $1.7M
|
6.29K
$396K
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
6.15K+ 21.62% |
$1.35M - $1.66M
|
34.6K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.05K+ 19.52% |
$1.33M - $1.63M
|
37.1K
$2.33M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.04KNew |
$1.32M - $1.63M
|
6.04K
$380K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
6.02K+ 13.7% |
$1.32M - $1.63M
|
50K
$3.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
5.99KNew |
$1.31M - $1.62M
|
5.99K
$377K
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.99K+ 36.42% |
$1.31M - $1.62M
|
22.4K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.96K+ 4.28% |
$1.31M - $1.61M
|
145K
$9.13M
|
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
5.9K+ 35.62% |
$1.29M - $1.59M
|
22.5K
$1.41M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
5.63K+ 5.16% |
$1.23M - $1.52M
|
115K
$7.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.52K+ 34.82% |
$1.21M - $1.49M
|
21.4K
$1.34M
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5.52K+ 2.69% |
$1.21M - $1.49M
|
210K
$13.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
5.49K+ 385.81% |
$1.2M - $1.48M
|
6.92K
$435K
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
5.49K+ 183.81% |
$1.2M - $1.48M
|
8.48K
$534K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.44K+ 2.76% |
$1.19M - $1.47M
|
203K
$12.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.3K+ 8.79% |
$1.16M - $1.43M
|
65.6K
$4.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
5.15KNew |
$1.13M - $1.39M
|
5.15K
$324K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.14K+ 4.67% |
$1.13M - $1.39M
|
115K
$7.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5.12K+ 21.01% |
$1.12M - $1.38M
|
29.5K
$1.85M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.1K+ 12.01% |
$1.12M - $1.38M
|
47.6K
$2.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
5.03K+ 5.08% |
$1.1M - $1.36M
|
104K
$6.54M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.91K+ 16.99% |
$1.08M - $1.33M
|
33.8K
$2.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
4.89K+ 6.09% |
$1.07M - $1.32M
|
85.2K
$5.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.88KNew |
$1.07M - $1.32M
|
4.88K
$307K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
4.77K+ 234.81% |
$1.04M - $1.29M
|
6.8K
$428K
|
|
|
Aug 12, 2022
Q2 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
4.74K+ 4.82% |
$1.04M - $1.28M
|
103K
$6.48M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.65K+ 757.98% |
$1.02M - $1.26M
|
5.27K
$331K
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.59K+ 1.75% |
$1.01M - $1.24M
|
267K
$16.8M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
4.58K+ 1.67% |
$1M - $1.24M
|
280K
$17.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
BUY
|
- |
4.57K+ 21.35% |
$1M - $1.23M
|
26K
$1.63M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.47K+ 4.58% |
$980K - $1.21M
|
102K
$6.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.47K+ 15.85% |
$980K - $1.21M
|
32.7K
$2.06M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.47K+ 2.74% |
$979K - $1.21M
|
167K
$10.5M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.37K+ 3.19% |
$958K - $1.18M
|
142K
$8.91M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.36K+ 56.4% |
$955K - $1.18M
|
12.1K
$760K
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
BUY
|
- |
4.32K+ 1.92% |
$947K - $1.17M
|
230K
$14.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.32K+ 1.34% |
$946K - $1.17M
|
326K
$20.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.26K+ 3.73% |
$934K - $1.15M
|
119K
$7.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.25K+ 9.91% |
$931K - $1.15M
|
47.1K
$2.96M
|
|
|
Jul 13, 2022
Q2 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
4.22K+ 3.72% |
$925K - $1.14M
|
118K
$7.41M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
4.07K+ 1.71% |
$892K - $1.1M
|
242K
$15.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
4.06K+ 13.96% |
$889K - $1.1M
|
33.1K
$2.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.04K+ 2.92% |
$886K - $1.09M
|
143K
$8.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.04K+ 3.7% |
$884K - $1.09M
|
113K
$7.12M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.98KNew |
$871K - $1.07M
|
3.98K
$250K
|
|
|
Aug 10, 2022
Q2 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.97K+ 1.11% |
$871K - $1.07M
|
361K
$22.7M
|