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 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6- 0.18% |
$1.54K - $1.66K
|
3.31K
$207K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-6Closed |
$1.54K - $1.66K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7- 0.34% |
$1.8K - $1.94K
|
2.04K
$127K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-7- 0.08% |
$1.8K - $1.94K
|
9.12K
$570K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-8- 0.11% |
$2.05K - $2.22K
|
7.52K
$470K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8- 0.9% |
$2.05K - $2.22K
|
877
$54.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-9- 1.08% |
$2.31K - $2.49K
|
821
$51.3K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-10- 0.06% |
$2.56K - $2.77K
|
16.1K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-11- 1.08% |
$2.82K - $3.05K
|
1.01K
$63.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-12- 1.0% |
$3.08K - $3.32K
|
1.18K
$74K
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-12- 0.41% |
$3.08K - $3.32K
|
2.9K
$181K
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-13- 0.22% |
$3.33K - $3.6K
|
5.97K
$373K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13- 0.64% |
$3.33K - $3.6K
|
2.01K
$126K
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-14- 12.5% |
$3.59K - $3.88K
|
98
$6.13K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-15- 0.85% |
$3.85K - $4.16K
|
1.76K
$110K
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-16- 0.71% |
$4.1K - $4.43K
|
2.23K
$140K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-16- 3.17% |
$4.1K - $4.43K
|
488
$30.5K
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-16- 0.88% |
$4.1K - $4.43K
|
1.81K
$113K
|
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-17- 1.6% |
$4.36K - $4.71K
|
1.05K
$65.5K
|
|
|
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
$401K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-19- 1.1% |
$4.87K - $5.26K
|
1.71K
$107K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19- 0.59% |
$4.87K - $5.26K
|
3.18K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
SELL
|
- |
-20- 0.74% |
$5.13K - $5.54K
|
2.68K
$167K
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-22- 0.39% |
$5.64K - $6.09K
|
5.69K
$356K
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
SELL
|
- |
-22- 0.81% |
$5.64K - $6.09K
|
2.71K
$169K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-22- 0.91% |
$5.64K - $6.09K
|
2.41K
$151K
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-24- 0.06% |
$6.15K - $6.65K
|
43.1K
$2.69M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-24- 2.49% |
$6.15K - $6.65K
|
940
$58.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-25- 0.88% |
$6.41K - $6.93K
|
2.83K
$177K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 0.88% |
$6.41K - $6.93K
|
2.82K
$176K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-26- 0.42% |
$6.67K - $7.2K
|
6.12K
$383K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-27- 0.72% |
$6.92K - $7.48K
|
3.72K
$233K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-27- 0.51% |
$6.92K - $7.48K
|
5.24K
$328K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-28- 0.14% |
$7.18K - $7.76K
|
20.1K
$1.26M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-29- 15.18% |
$7.44K - $8.03K
|
162
$10.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-30- 2.83% |
$7.69K - $8.31K
|
1.03K
$64.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-30- 1.68% |
$7.69K - $8.31K
|
1.75K
$110K
|
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-30- 7.06% |
$7.69K - $8.31K
|
395
$24.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-31- 0.48% |
$7.95K - $8.59K
|
6.37K
$398K
|
|
|
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
$398K
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-32- 0.29% |
$8.21K - $8.87K
|
11.1K
$695K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-32- 0.13% |
$8.21K - $8.87K
|
23.7K
$1.48M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-33- 60.0% |
$8.46K - $9.14K
|
22
$1.38K
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-33- 1.22% |
$8.46K - $9.14K
|
2.68K
$167K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-33- 2.69% |
$8.46K - $9.14K
|
1.19K
$74.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-33- 1.93% |
$8.46K - $9.14K
|
1.68K
$105K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-34- 4.34% |
$8.72K - $9.42K
|
749
$46.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-34- 0.61% |
$8.72K - $9.42K
|
5.56K
$348K
|