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 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
950+ 8.53% |
$208K - $257K
|
12.1K
$760K
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
947New |
$207K - $256K
|
947
$59.6K
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
943+ 7.28% |
$207K - $255K
|
13.9K
$874K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
930+ 4.75% |
$204K - $251K
|
20.5K
$1.29M
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
927+ 1.24% |
$203K - $250K
|
75.9K
$4.77M
|
|
Aug 15, 2022
Q2 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
926New |
$203K - $250K
|
926
$58.3K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
924+ 3.09% |
$202K - $250K
|
30.9K
$1.94M
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
918+ 7.43% |
$201K - $248K
|
13.3K
$835K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
916+ 0.8% |
$201K - $247K
|
115K
$7.24M
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
910+ 0.27% |
$199K - $246K
|
344K
$21.7M
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
903+ 58.48% |
$198K - $244K
|
2.45K
$154K
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
902+ 8.65% |
$198K - $244K
|
11.3K
$713K
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
892New |
$195K - $241K
|
892
$56.1K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
892+ 3.0% |
$195K - $241K
|
30.6K
$1.93M
|
|
Jul 11, 2022
Q2 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
891+ 3.26% |
$195K - $241K
|
28.2K
$1.77M
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
890+ 25.16% |
$195K - $240K
|
4.43K
$279K
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
888New |
$195K - $240K
|
888
$55.9K
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
887New |
$194K - $240K
|
887
$55.8K
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
875+ 8.81% |
$192K - $236K
|
10.8K
$680K
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
875+ 0.56% |
$192K - $236K
|
157K
$9.89M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
875+ 3.17% |
$192K - $236K
|
28.5K
$1.79M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
871+ 0.44% |
$191K - $235K
|
199K
$12.5M
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
869New |
$190K - $235K
|
869
$54.7K
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
869+ 3.67% |
$190K - $235K
|
24.6K
$1.55M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
857+ 66.02% |
$188K - $231K
|
2.16K
$136K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
854+ 12.08% |
$187K - $231K
|
7.93K
$499K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
850+ 17.29% |
$186K - $230K
|
5.77K
$363K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
849+ 4.43% |
$186K - $229K
|
20K
$1.26M
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
847+ 77.71% |
$186K - $229K
|
1.94K
$122K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
845+ 10.22% |
$185K - $228K
|
9.11K
$573K
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
842+ 11.22% |
$184K - $227K
|
8.35K
$525K
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
831+ 0.58% |
$182K - $224K
|
144K
$9.09M
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
820+ 7.9% |
$180K - $221K
|
11.2K
$705K
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
807+ 4.74% |
$177K - $218K
|
17.8K
$1.12M
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
801+ 4.74% |
$175K - $216K
|
17.7K
$1.11M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
801+ 13.59% |
$175K - $216K
|
6.69K
$421K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
797+ 8.66% |
$175K - $215K
|
10K
$629K
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
793+ 30.62% |
$174K - $214K
|
3.38K
$213K
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
780+ 3.3% |
$171K - $211K
|
24.4K
$1.53M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
769+ 0.55% |
$168K - $208K
|
141K
$8.88M
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
762+ 14.99% |
$167K - $206K
|
5.85K
$368K
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
748+ 37.97% |
$164K - $202K
|
2.72K
$171K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
747+ 4.9% |
$164K - $202K
|
16K
$1.01M
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
742+ 93.57% |
$163K - $200K
|
1.54K
$96.6K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
730+ 0.91% |
$160K - $197K
|
80.9K
$5.09M
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
725+ 75.29% |
$159K - $196K
|
1.69K
$106K
|
|
Jul 19, 2022
Q2 2022
|
Pachira Investments Inc.
|
BUY
|
- |
713+ 1.46% |
$156K - $193K
|
49.6K
$3.12M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
711+ 32.76% |
$156K - $192K
|
2.88K
$181K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
708+ 17.98% |
$155K - $191K
|
4.65K
$292K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
706+ 94.13% |
$155K - $191K
|
1.46K
$91.6K
|