Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.28MNew |
$1.61B - $1.74B
|
6.28M
$396M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.16MNew |
$555M - $600M
|
2.16M
$136M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.57MNew |
$403M - $435M
|
1.57M
$98.9M
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
716K+ 104.15% |
$184M - $198M
|
1.4M
$88.4M
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
682K+ 2274.71% |
$175M - $189M
|
712K
$44.9M
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
578KNew |
$148M - $160M
|
578K
$36.4M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
574K+ 96.92% |
$147M - $159M
|
1.17M
$73.5M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465K+ 5.05% |
$119M - $129M
|
9.68M
$610M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
360K+ 6.44% |
$92.4M - $99.9M
|
5.96M
$375M
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
262KNew |
$67.1M - $72.5M
|
262K
$16.5M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
238K+ 150.36% |
$61M - $65.9M
|
396K
$24.9M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
196K+ 1752.96% |
$50.2M - $54.2M
|
207K
$13M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
191K+ 17.88% |
$49M - $53M
|
1.26M
$79.4M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
175KNew |
$45M - $48.6M
|
175K
$11.1M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
167K+ 740.41% |
$42.8M - $46.2M
|
189K
$11.9M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
155K+ 2.28% |
$39.6M - $42.8M
|
6.94M
$437M
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
142K+ 1855.93% |
$36.4M - $39.3M
|
149K
$9.42M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
124K+ 8.23% |
$31.8M - $34.4M
|
1.63M
$103M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
121K+ 36.0% |
$30.9M - $33.4M
|
455K
$28.7M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
114KNew |
$29.2M - $31.6M
|
114K
$7.18M
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
108K+ 8.35% |
$27.8M - $30M
|
1.41M
$88.7M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.4K+ 9354.11% |
$24.2M - $26.1M
|
95.4K
$6.01M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
91.8K+ 28.67% |
$23.5M - $25.4M
|
412K
$26M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
87.9K+ 7.63% |
$22.5M - $24.3M
|
1.24M
$78.1M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
80.8K+ 1.86% |
$20.7M - $22.4M
|
4.43M
$279M
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
74.6KNew |
$19.1M - $20.7M
|
74.6K
$4.7M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.5K+ 0.66% |
$19.1M - $20.6M
|
11.4M
$721M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
59K+ 79.65% |
$15.1M - $16.3M
|
133K
$8.38M
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
57KNew |
$14.6M - $15.8M
|
57K
$3.59M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56.7K+ 182.26% |
$14.5M - $15.7M
|
87.8K
$5.53M
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
55.9K+ 282.17% |
$14.3M - $15.5M
|
75.8K
$4.77M
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
55.4K+ 1111.26% |
$14.2M - $15.3M
|
60.4K
$3.8M
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
53.6K+ 10.36% |
$13.7M - $14.8M
|
571K
$36M
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
51.6KNew |
$13.2M - $14.3M
|
51.6K
$3.25M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.4K+ 10.62% |
$12.9M - $14M
|
525K
$33.1M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
48.7KNew |
$12.5M - $13.5M
|
48.7K
$3.07M
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
47.7K+ 18.02% |
$12.2M - $13.2M
|
312K
$19.7M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
45.9K+ 1.65% |
$11.8M - $12.7M
|
2.83M
$178M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
45.8K+ 11.94% |
$11.8M - $12.7M
|
430K
$27.1M
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
39.2K+ 34.27% |
$10M - $10.9M
|
153K
$9.67M
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
36.9KNew |
$9.47M - $10.2M
|
36.9K
$2.33M
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
33.7KNew |
$8.64M - $9.34M
|
33.7K
$2.12M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
33.1K+ 2.97% |
$8.49M - $9.17M
|
1.15M
$72.4M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31.7K+ 3.31% |
$8.13M - $8.79M
|
989K
$62.3M
|
|
Nov 10, 2021
Q3 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
29.4K+ 9.84% |
$7.53M - $8.14M
|
328K
$20.7M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.1K+ 17.18% |
$7.47M - $8.07M
|
199K
$12.5M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
29K+ 8.42% |
$7.43M - $8.02M
|
373K
$23.5M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.4K+ 3.81% |
$7.27M - $7.86M
|
773K
$48.7M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
27.6K+ 166.74% |
$7.09M - $7.65M
|
44.2K
$2.78M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
26.6K+ 114.59% |
$6.83M - $7.38M
|
49.9K
$3.14M
|