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
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-10- 0.06% |
$2.56K - $2.77K
|
16.1K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-11- 1.08% |
$2.82K - $3.05K
|
1.01K
$63.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-12- 1.0% |
$3.08K - $3.32K
|
1.18K
$74.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-12- 0.41% |
$3.08K - $3.32K
|
2.9K
$183K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-13- 0.22% |
$3.33K - $3.6K
|
5.97K
$377K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.64% |
$3.33K - $3.6K
|
2.01K
$127K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-14- 12.5% |
$3.59K - $3.88K
|
98
$6.2K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-15- 0.85% |
$3.85K - $4.16K
|
1.76K
$111K
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-16- 0.71% |
$4.1K - $4.43K
|
2.23K
$141K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-16- 3.17% |
$4.1K - $4.43K
|
488
$30.9K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-16- 0.88% |
$4.1K - $4.43K
|
1.81K
$114K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-17- 1.6% |
$4.36K - $4.71K
|
1.05K
$66.2K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-18Closed |
$4.62K - $4.99K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-18- 0.28% |
$4.62K - $4.99K
|
6.41K
$405K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-19- 1.1% |
$4.87K - $5.26K
|
1.71K
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.59% |
$4.87K - $5.26K
|
3.18K
$201K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
SELL
|
- |
-20- 0.74% |
$5.13K - $5.54K
|
2.68K
$169K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-22- 0.39% |
$5.64K - $6.09K
|
5.69K
$360K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
SELL
|
- |
-22- 0.81% |
$5.64K - $6.09K
|
2.71K
$171K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-22- 0.91% |
$5.64K - $6.09K
|
2.41K
$152K
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-24- 0.06% |
$6.15K - $6.65K
|
43.1K
$2.72M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-24- 2.49% |
$6.15K - $6.65K
|
940
$59.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-25- 0.88% |
$6.41K - $6.93K
|
2.83K
$179K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 0.88% |
$6.41K - $6.93K
|
2.82K
$178K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-26- 0.42% |
$6.67K - $7.2K
|
6.12K
$387K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-27- 0.72% |
$6.92K - $7.48K
|
3.72K
$235K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-27- 0.51% |
$6.92K - $7.48K
|
5.24K
$331K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-28- 0.14% |
$7.18K - $7.76K
|
20.1K
$1.27M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-29- 15.18% |
$7.44K - $8.03K
|
162
$10.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-30- 2.83% |
$7.69K - $8.31K
|
1.03K
$65.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-30- 1.68% |
$7.69K - $8.31K
|
1.75K
$111K
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-30- 7.06% |
$7.69K - $8.31K
|
395
$25K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-31- 0.48% |
$7.95K - $8.59K
|
6.37K
$402K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-31Closed |
$7.95K - $8.59K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-31- 0.48% |
$7.95K - $8.59K
|
6.37K
$402K
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.29% |
$8.21K - $8.87K
|
11.1K
$702K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-32- 0.13% |
$8.21K - $8.87K
|
23.7K
$1.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 60.0% |
$8.46K - $9.14K
|
22
$1.39K
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-33- 1.22% |
$8.46K - $9.14K
|
2.68K
$169K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-33- 2.69% |
$8.46K - $9.14K
|
1.19K
$75.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-33- 1.93% |
$8.46K - $9.14K
|
1.68K
$106K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-34- 4.34% |
$8.72K - $9.42K
|
749
$47.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-34- 0.61% |
$8.72K - $9.42K
|
5.56K
$352K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-35- 2.87% |
$8.98K - $9.7K
|
1.18K
$74.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-35- 1.6% |
$8.98K - $9.7K
|
2.16K
$136K
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-36- 3.17% |
$9.23K - $9.97K
|
1.1K
$69.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-36- 0.88% |
$9.23K - $9.97K
|
4.08K
$258K
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-37- 4.65% |
$9.49K - $10.3K
|
759
$48K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-38- 3.36% |
$9.74K - $10.5K
|
1.09K
$69.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-39- 1.29% |
$10K - $10.8K
|
2.99K
$189K
|