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 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
6+ 1.05% |
$1.54K - $1.66K
|
575
$36K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.31% |
$1.54K - $1.66K
|
1.94K
$121K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6+ 0.35% |
$1.54K - $1.66K
|
1.74K
$109K
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
6+ 0.37% |
$1.54K - $1.66K
|
1.62K
$101K
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
5+ 0.33% |
$1.28K - $1.39K
|
1.51K
$94.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
5+ 0.06% |
$1.28K - $1.39K
|
7.75K
$485K
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
5+ 1.57% |
$1.28K - $1.39K
|
323
$20.2K
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4+ 0.11% |
$1.03K - $1.11K
|
3.69K
$231K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.37% |
$1.03K - $1.11K
|
1.08K
$67.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
4+ 0.21% |
$1.03K - $1.11K
|
1.9K
$119K
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
4+ 0.42% |
$1.03K - $1.11K
|
967
$60.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
4+ 0.33% |
$1.03K - $1.11K
|
1.23K
$76.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.15% |
$1.03K - $1.11K
|
2.67K
$167K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
3+ 0.09% |
$769 - $831
|
3.39K
$212K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3+ 0.02% |
$769 - $831
|
12.8K
$803K
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3New |
$769 - $831
|
3
$188
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3+ 0.22% |
$769 - $831
|
1.39K
$86.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
2+ 0.07% |
$513 - $554
|
2.7K
$169K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.06% |
$513 - $554
|
3.41K
$213K
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2+ 0.22% |
$513 - $554
|
923
$57.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.8% |
$513 - $554
|
251
$15.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.27% |
$513 - $554
|
738
$46.1K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.34% |
$513 - $554
|
589
$36.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2+ 0.36% |
$513 - $554
|
551
$34.5K
|
|
|
May 05, 2025
Q3 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.24% |
$513 - $554
|
827
$51.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$256 - $277
|
1.3K
$81.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$256 - $277
|
26.5K
$1.66M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$256 - $277
|
990
$61.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
1+ 1.47% |
$256 - $277
|
69
$4.31K
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$256 - $277
|
4.51K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$256 - $277
|
2.08K
$130K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.03% |
$256 - $277
|
3.13K
$196K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.05% |
$256 - $277
|
1.95K
$122K
|
|
|
Oct 19, 2021
Q3 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1+ 0.08% |
$256 - $277
|
1.23K
$77K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1+ 0.61% |
$256 - $277
|
164
$10.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1- 0.06% |
$256 - $277
|
1.79K
$112K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$256 - $277
|
8.41K
$526K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-2- 0.02% |
$513 - $554
|
13K
$816K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-2- 0.03% |
$513 - $554
|
6.8K
$425K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3- 12.0% |
$769 - $831
|
22
$1.38K
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-3- 11.11% |
$769 - $831
|
24
$1.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3- 0.32% |
$769 - $831
|
925
$57.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-3Closed |
$769 - $831
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4- 0.44% |
$1.03K - $1.11K
|
899
$56.2K
|
|
|
Oct 08, 2021
Q3 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-5- 0.12% |
$1.28K - $1.39K
|
4K
$250K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-5- 1.09% |
$1.28K - $1.39K
|
453
$28.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-5- 1.3% |
$1.28K - $1.39K
|
379
$23.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-5- 0.24% |
$1.28K - $1.39K
|
2.1K
$131K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-6- 0.11% |
$1.54K - $1.66K
|
5.58K
$349K
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-6- 0.15% |
$1.54K - $1.66K
|
3.91K
$245K
|