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 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
26+ 0.7% |
$6.67K - $7.2K
|
3.75K
$237K
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
25+ 2.46% |
$6.41K - $6.93K
|
1.04K
$65.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
25+ 2.04% |
$6.41K - $6.93K
|
1.25K
$79.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
25+ 0.89% |
$6.41K - $6.93K
|
2.84K
$179K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.03% |
$6.41K - $6.93K
|
94.2K
$5.96M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
24+ 0.88% |
$6.15K - $6.65K
|
2.75K
$174K
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
23+ 3.33% |
$5.9K - $6.37K
|
714
$45.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
22+ 0.27% |
$5.64K - $6.09K
|
8.32K
$526K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
22+ 0.96% |
$5.64K - $6.09K
|
2.33K
$147K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 0.99% |
$5.39K - $5.82K
|
2.14K
$135K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
21+ 17.8% |
$5.39K - $5.82K
|
139
$8.79K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
21+ 0.46% |
$5.39K - $5.82K
|
4.62K
$292K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
BUY
|
- |
21+ 0.37% |
$5.39K - $5.82K
|
5.7K
$360K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
BUY
|
- |
19+ 0.58% |
$4.87K - $5.26K
|
3.3K
$208K
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
19+ 0.15% |
$4.87K - $5.26K
|
12.4K
$786K
|
|
|
Nov 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
19+ 1.19% |
$4.87K - $5.26K
|
1.62K
$102K
|
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
18+ 0.36% |
$4.62K - $4.99K
|
5.08K
$321K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
18+ 1.6% |
$4.62K - $4.99K
|
1.14K
$72.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
18+ 1.34% |
$4.62K - $4.99K
|
1.36K
$86.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
17+ 0.27% |
$4.36K - $4.71K
|
6.29K
$398K
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
17+ 0.25% |
$4.36K - $4.71K
|
6.7K
$424K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17+ 0.16% |
$4.36K - $4.71K
|
10.6K
$668K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
16+ 1.08% |
$4.1K - $4.43K
|
1.49K
$94.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16+ 0.38% |
$4.1K - $4.43K
|
4.28K
$270K
|
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
16+ 0.11% |
$4.1K - $4.43K
|
14.6K
$921K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14+ 0.78% |
$3.59K - $3.88K
|
1.8K
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.56% |
$3.59K - $3.88K
|
2.53K
$160K
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
13+ 0.09% |
$3.33K - $3.6K
|
14.4K
$911K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
13New |
$3.33K - $3.6K
|
13
$822
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
13+ 0.17% |
$3.33K - $3.6K
|
7.49K
$473K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
12+ 1.0% |
$3.08K - $3.32K
|
1.21K
$76.3K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
11+ 0.24% |
$2.82K - $3.05K
|
4.6K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
11+ 0.93% |
$2.82K - $3.05K
|
1.19K
$75.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
11+ 0.24% |
$2.82K - $3.05K
|
4.61K
$291K
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
10+ 0.05% |
$2.56K - $2.77K
|
18.9K
$1.19M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
10+ 0.14% |
$2.56K - $2.77K
|
7.3K
$461K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
9+ 0.29% |
$2.31K - $2.49K
|
3.06K
$194K
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.15% |
$2.05K - $2.22K
|
5.21K
$329K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$2.05K - $2.22K
|
5.7K
$360K
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
7+ 0.3% |
$1.8K - $1.94K
|
2.36K
$149K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
7+ 0.17% |
$1.8K - $1.94K
|
4.13K
$261K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7+ 0.54% |
$1.8K - $1.94K
|
1.31K
$82.6K
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
7+ 0.31% |
$1.8K - $1.94K
|
2.27K
$144K
|
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7+ 0.55% |
$1.8K - $1.94K
|
1.29K
$81.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
6+ 1.05% |
$1.54K - $1.66K
|
575
$36.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$1.54K - $1.66K
|
1.94K
$122K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.35% |
$1.54K - $1.66K
|
1.74K
$110K
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
6+ 0.37% |
$1.54K - $1.66K
|
1.62K
$102K
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.33% |
$1.28K - $1.39K
|
1.51K
$95.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.06% |
$1.28K - $1.39K
|
7.75K
$490K
|