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 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
126+ 2.63% |
$32.3K - $34.9K
|
4.91K
$307K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
125+ 0.64% |
$32.1K - $34.6K
|
19.5K
$1.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
123+ 1.68% |
$31.5K - $34.1K
|
7.46K
$467K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
121+ 43.53% |
$31K - $33.5K
|
399
$24.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
120+ 0.78% |
$30.8K - $33.2K
|
15.5K
$972K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
120+ 93.02% |
$30.8K - $33.2K
|
249
$15.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
120+ 2.0% |
$30.8K - $33.2K
|
6.12K
$383K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
119+ 6.37% |
$30.5K - $33K
|
1.99K
$124K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
119+ 7.16% |
$30.5K - $33K
|
1.78K
$111K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
115+ 37.7% |
$29.5K - $31.9K
|
420
$26.3K
|
|
|
Feb 13, 2025
Q3 2021
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
115+ 1.76% |
$29.5K - $31.9K
|
6.65K
$416K
|
|
|
Nov 01, 2021
Q3 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
114+ 10.66% |
$29.2K - $31.6K
|
1.18K
$74K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
108+ 27.41% |
$27.7K - $29.9K
|
502
$31.4K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
106+ 4.54% |
$27.2K - $29.4K
|
2.44K
$153K
|
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
105+ 0.72% |
$26.9K - $29.1K
|
14.7K
$922K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
104+ 0.47% |
$26.7K - $28.8K
|
22.4K
$1.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
101+ 0.41% |
$25.9K - $28K
|
24.4K
$1.53M
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
100+ 1.22% |
$25.6K - $27.7K
|
8.3K
$519K
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
97+ 1.49% |
$24.9K - $26.9K
|
6.6K
$413K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
96+ 0.56% |
$24.6K - $26.6K
|
17.1K
$1.07M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
96+ 0.96% |
$24.6K - $26.6K
|
10.1K
$630K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
96+ 4.25% |
$24.6K - $26.6K
|
2.35K
$147K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
96+ 1.85% |
$24.6K - $26.6K
|
5.27K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
96+ 0.04% |
$24.6K - $26.6K
|
232K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
95+ 1.29% |
$24.4K - $26.3K
|
7.46K
$466K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
BUY
|
- |
94+ 5.29% |
$24.1K - $26K
|
1.87K
$117K
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
92+ 3.56% |
$23.6K - $25.5K
|
2.68K
$168K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91+ 3.03% |
$23.3K - $25.2K
|
3.1K
$194K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
88+ 1.78% |
$22.6K - $24.4K
|
5.02K
$314K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
88+ 1.96% |
$22.6K - $24.4K
|
4.59K
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
87+ 4.28% |
$22.3K - $24.1K
|
2.12K
$133K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
85+ 7.85% |
$21.8K - $23.5K
|
1.17K
$73K
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
BUY
|
- |
83+ 0.86% |
$21.3K - $23K
|
9.77K
$611K
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
83+ 10.1% |
$21.3K - $23K
|
905
$56.6K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
82New |
$21K - $22.7K
|
82
$5.13K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
80+ 2.74% |
$20.5K - $22.2K
|
3K
$187K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
80+ 7.51% |
$20.5K - $22.2K
|
1.15K
$71.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
80+ 0.43% |
$20.5K - $22.2K
|
18.6K
$1.16M
|
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
78+ 2.97% |
$20K - $21.6K
|
2.71K
$169K
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
75+ 0.33% |
$19.2K - $20.8K
|
22.8K
$1.43M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
75+ 12.76% |
$19.2K - $20.8K
|
663
$41.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
75+ 20.0% |
$19.2K - $20.8K
|
450
$28.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
74+ 4.86% |
$19K - $20.5K
|
1.6K
$99.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
74+ 217.65% |
$19K - $20.5K
|
108
$6.75K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.35% |
$18.5K - $19.9K
|
20.6K
$1.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
BUY
|
- |
72+ 0.29% |
$18.5K - $19.9K
|
25.1K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
72+ 3.55% |
$18.5K - $19.9K
|
2.1K
$132K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
70+ 15.02% |
$18K - $19.4K
|
536
$33.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
69+ 0.45% |
$17.7K - $19.1K
|
15.5K
$970K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
69+ 5.87% |
$17.7K - $19.1K
|
1.25K
$77.8K
|