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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
589+ 37.47% |
$151K - $163K
|
2.16K
$136K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
575+ 4.29% |
$147K - $159K
|
14K
$881K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
574+ 3.41% |
$147K - $159K
|
17.4K
$1.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
569+ 15.45% |
$146K - $158K
|
4.25K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
566+ 21.5% |
$145K - $157K
|
3.2K
$201K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
564+ 1.8% |
$145K - $156K
|
31.8K
$2M
|
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
555+ 13.18% |
$142K - $154K
|
4.77K
$300K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
548+ 6.84% |
$141K - $152K
|
8.56K
$539K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
542+ 3.95% |
$139K - $150K
|
14.3K
$899K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
530+ 9.27% |
$136K - $147K
|
6.25K
$393K
|
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
527+ 54.39% |
$135K - $146K
|
1.5K
$94.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
526+ 1.3% |
$135K - $146K
|
41K
$2.58M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
525+ 5.53% |
$135K - $145K
|
10K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
522+ 20.98% |
$134K - $145K
|
3.01K
$190K
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
521+ 56.45% |
$134K - $144K
|
1.44K
$91K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
513+ 21.67% |
$132K - $142K
|
2.88K
$181K
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
508+ 1.32% |
$130K - $141K
|
39K
$2.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
503+ 0.64% |
$129K - $139K
|
79.1K
$4.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
495New |
$127K - $137K
|
495
$31.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
488+ 0.26% |
$125K - $135K
|
186K
$11.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
484+ 2.48% |
$124K - $134K
|
20K
$1.26M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
475+ 5.64% |
$122K - $132K
|
8.9K
$561K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
463+ 119.33% |
$119K - $128K
|
851
$53.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
456+ 1.53% |
$117K - $126K
|
30.2K
$1.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
440+ 3.89% |
$113K - $122K
|
11.8K
$741K
|
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
439+ 2.44% |
$113K - $122K
|
18.5K
$1.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
436+ 7.79% |
$112K - $121K
|
6.03K
$380K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
435+ 4.39% |
$112K - $121K
|
10.3K
$652K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
431+ 11.38% |
$111K - $119K
|
4.22K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
431+ 6.85% |
$111K - $119K
|
6.72K
$423K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
426+ 2.93% |
$109K - $118K
|
15K
$942K
|
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
425+ 7.97% |
$109K - $118K
|
5.76K
$363K
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
417New |
$107K - $116K
|
417
$26.3K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
405+ 7.48% |
$104K - $112K
|
5.82K
$366K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
394+ 12.19% |
$101K - $109K
|
3.63K
$228K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
393+ 51.98% |
$101K - $109K
|
1.15K
$72.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
391+ 8.46% |
$100K - $108K
|
5.02K
$316K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
391+ 6.17% |
$100K - $108K
|
6.73K
$424K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
380New |
$97.4K - $105K
|
380
$23.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
380+ 0.62% |
$97.4K - $105K
|
61.5K
$3.88M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
377+ 3.77% |
$96.7K - $104K
|
10.4K
$653K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
375+ 1.75% |
$96.2K - $104K
|
21.8K
$1.37M
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
BUY
|
- |
373+ 29.72% |
$95.7K - $103K
|
1.63K
$103K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
372+ 5.75% |
$95.4K - $103K
|
6.85K
$431K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
369+ 9.96% |
$94.6K - $102K
|
4.07K
$257K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
367+ 30.31% |
$94.1K - $102K
|
1.58K
$99.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
366+ 2.56% |
$93.9K - $101K
|
14.7K
$924K
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
366+ 2.17% |
$93.9K - $101K
|
17.3K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
359+ 0.62% |
$92.1K - $99.5K
|
58.4K
$3.68M
|
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
357+ 41.51% |
$91.5K - $98.9K
|
1.22K
$76.7K
|