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 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-130- 5.54% |
$33.3K - $36K
|
2.22K
$140K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-130- 0.15% |
$33.3K - $36K
|
88.9K
$5.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-130- 1.58% |
$33.3K - $36K
|
8.12K
$511K
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-131- 0.63% |
$33.6K - $36.3K
|
20.8K
$1.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-131- 1.06% |
$33.6K - $36.3K
|
12.2K
$770K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-131- 2.6% |
$33.6K - $36.3K
|
4.9K
$309K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-131- 2.82% |
$33.6K - $36.3K
|
4.52K
$285K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-132- 1.25% |
$33.9K - $36.6K
|
10.4K
$658K
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-134- 2.07% |
$34.4K - $37.1K
|
6.33K
$399K
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-135- 6.48% |
$34.6K - $37.4K
|
1.95K
$123K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-135- 1.15% |
$34.6K - $37.4K
|
11.6K
$730K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-135- 1.15% |
$34.6K - $37.4K
|
11.6K
$730K
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
SELL
|
- |
-135- 7.13% |
$34.6K - $37.4K
|
1.76K
$111K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-138- 0.61% |
$35.4K - $38.2K
|
22.5K
$1.42M
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
SELL
|
- |
-140- 2.79% |
$35.9K - $38.8K
|
4.87K
$307K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-140- 2.97% |
$35.9K - $38.8K
|
4.57K
$288K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-140- 2.26% |
$35.9K - $38.8K
|
6.06K
$382K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-142- 4.56% |
$36.4K - $39.3K
|
2.97K
$187K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-143Closed |
$36.7K - $39.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-144- 0.15% |
$36.9K - $39.9K
|
98.5K
$6.2M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-145- 1.12% |
$37.2K - $40.2K
|
12.9K
$810K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-148- 1.62% |
$38K - $41K
|
8.99K
$566K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150Closed |
$38.5K - $41.6K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-152- 0.57% |
$39K - $42.1K
|
26.5K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-153- 3.38% |
$39.2K - $42.4K
|
4.37K
$275K
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-155- 6.5% |
$39.7K - $42.9K
|
2.23K
$140K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-155- 8.81% |
$39.7K - $42.9K
|
1.61K
$101K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-156- 3.08% |
$40K - $43.2K
|
4.91K
$310K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-157- 4.16% |
$40.3K - $43.5K
|
3.61K
$228K
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-157- 11.74% |
$40.3K - $43.5K
|
1.18K
$74.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-159- 2.87% |
$40.8K - $44K
|
5.38K
$339K
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-159- 4.19% |
$40.8K - $44K
|
3.63K
$229K
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-160- 2.69% |
$41K - $44.3K
|
5.8K
$365K
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-163- 5.4% |
$41.8K - $45.2K
|
2.86K
$180K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-165- 2.48% |
$42.3K - $45.7K
|
6.48K
$408K
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-167- 33.47% |
$42.8K - $46.3K
|
332
$20.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-168- 0.09% |
$43.1K - $46.5K
|
195K
$12.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-168- 3.78% |
$43.1K - $46.5K
|
4.28K
$270K
|
|
|
Oct 14, 2021
Q3 2021
|
Pachira Investments Inc.
|
SELL
|
- |
-174- 0.38% |
$44.6K - $48.2K
|
45.9K
$2.89M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-175- 1.99% |
$44.9K - $48.5K
|
8.6K
$542K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
SELL
|
- |
-176- 0.74% |
$45.1K - $48.8K
|
23.6K
$1.49M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-176- 4.93% |
$45.1K - $48.8K
|
3.39K
$214K
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-178- 15.99% |
$45.6K - $49.3K
|
935
$58.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-182- 3.64% |
$46.7K - $50.4K
|
4.82K
$303K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-188- 0.67% |
$48.2K - $52.1K
|
28K
$1.76M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-192- 6.4% |
$49.2K - $53.2K
|
2.81K
$177K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 11.8% |
$50K - $54K
|
1.46K
$91.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-196- 1.3% |
$50.3K - $54.3K
|
14.9K
$940K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-200- 42.11% |
$51.3K - $55.4K
|
275
$17.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-201- 4.76% |
$51.5K - $55.7K
|
4.02K
$253K
|