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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.2K+ 2.98% |
$6.71M - $7.25M
|
903K
$56.9M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
23.5K+ 18.08% |
$6.04M - $6.52M
|
154K
$9.68M
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
22.9K+ 64.75% |
$5.87M - $6.34M
|
58.3K
$3.67M
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
22.8K+ 11.15% |
$5.85M - $6.32M
|
227K
$14.3M
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
22.4KNew |
$5.76M - $6.22M
|
22.4K
$1.41M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
22.4K+ 39.81% |
$5.75M - $6.21M
|
78.8K
$4.96M
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
22.4K+ 4.64% |
$5.75M - $6.21M
|
505K
$31.8M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
22.3K+ 7.69% |
$5.73M - $6.19M
|
313K
$19.7M
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
22K+ 41.94% |
$5.65M - $6.11M
|
74.6K
$4.7M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
21.4KNew |
$5.48M - $5.92M
|
21.4K
$1.35M
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
21.1K+ 17.3% |
$5.42M - $5.85M
|
143K
$9.02M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
21K+ 5.25% |
$5.39M - $5.82M
|
421K
$26.5M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.9K+ 5.74% |
$5.36M - $5.79M
|
385K
$24.3M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
20.5KNew |
$5.25M - $5.68M
|
20.5K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
19.5K+ 6.34% |
$5.01M - $5.41M
|
328K
$20.6M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.3K+ 25.9% |
$4.94M - $5.34M
|
93.6K
$5.9M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
18.6K+ 6.79% |
$4.76M - $5.14M
|
292K
$18.4M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 38.51% |
$4.59M - $4.96M
|
64.4K
$4.05M
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
17.3K+ 1.38% |
$4.44M - $4.8M
|
1.27M
$79.9M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
17.2K+ 15.22% |
$4.41M - $4.76M
|
130K
$8.2M
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
17K+ 13.53% |
$4.37M - $4.72M
|
143K
$9M
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
16.5K+ 3.45% |
$4.24M - $4.58M
|
495K
$31.2M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
15.6K+ 1.12% |
$4.01M - $4.33M
|
1.41M
$89M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.5K+ 5.52% |
$3.98M - $4.3M
|
296K
$18.7M
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
15.4K+ 89.98% |
$3.94M - $4.26M
|
32.4K
$2.04M
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
15KNew |
$3.86M - $4.17M
|
15K
$947K
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
14.8KNew |
$3.79M - $4.09M
|
14.8K
$930K
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
14.6K+ 34.8% |
$3.74M - $4.04M
|
56.5K
$3.56M
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
14.3KNew |
$3.66M - $3.95M
|
14.3K
$898K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 4.23% |
$3.65M - $3.95M
|
351K
$22.1M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.2KNew |
$3.64M - $3.93M
|
14.2K
$894K
|
|
Oct 25, 2021
Q3 2021
|
Divergent Wealth Advisors
|
BUY
|
- |
14.1K+ 30.88% |
$3.62M - $3.91M
|
59.8K
$3.77M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.8K+ 4.66% |
$3.53M - $3.81M
|
309K
$19.4M
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13.4K+ 6.23% |
$3.45M - $3.73M
|
229K
$14.4M
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
13.4K+ 4.18% |
$3.42M - $3.7M
|
333K
$21M
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13.3K+ 8.64% |
$3.42M - $3.69M
|
167K
$10.5M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.2K+ 22.16% |
$3.37M - $3.64M
|
72.5K
$4.57M
|
|
Nov 15, 2021
Q3 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
12.9K+ 1.01% |
$3.32M - $3.58M
|
1.29M
$81.2M
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
12.9K+ 16.75% |
$3.31M - $3.57M
|
89.9K
$5.66M
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
12.6KNew |
$3.23M - $3.49M
|
12.6K
$795K
|
|
Oct 13, 2021
Q3 2021
|
Verde Capital Management
|
BUY
|
- |
12.3K+ 16.68% |
$3.16M - $3.41M
|
86.1K
$5.42M
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
12.2K+ 3.53% |
$3.13M - $3.38M
|
358K
$22.6M
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
12.1KNew |
$3.11M - $3.36M
|
12.1K
$765K
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$3.04M - $3.28M
|
11.8K
$746K
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.7K+ 5.0% |
$3M - $3.24M
|
245K
$15.5M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 5.15% |
$2.94M - $3.18M
|
234K
$14.8M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3K+ 5.08% |
$2.9M - $3.14M
|
234K
$14.7M
|
|
Oct 22, 2021
Q3 2021
|
Cambiar Investors LLC
|
BUY
|
- |
11.3KNew |
$2.9M - $3.14M
|
11.3K
$713K
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 3.43% |
$2.83M - $3.06M
|
333K
$21M
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
11K+ 5.42% |
$2.82M - $3.05M
|
214K
$13.5M
|