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 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-178- 15.99% |
$45.6K - $49.3K
|
935
$58.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-182- 3.64% |
$46.7K - $50.4K
|
4.82K
$301K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-188- 0.67% |
$48.2K - $52.1K
|
28K
$1.75M
|
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-192- 6.4% |
$49.2K - $53.2K
|
2.81K
$175K
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-195- 11.8% |
$50K - $54K
|
1.46K
$91.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-196- 1.3% |
$50.3K - $54.3K
|
14.9K
$933K
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
SELL
|
- |
-200- 42.11% |
$51.3K - $55.4K
|
275
$17.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-201- 4.76% |
$51.5K - $55.7K
|
4.02K
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-202- 4.78% |
$51.8K - $56K
|
4.02K
$252K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-203- 2.76% |
$52.1K - $56.2K
|
7.14K
$446K
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-204- 12.45% |
$52.3K - $56.5K
|
1.43K
$89.7K
|
|
|
Jun 16, 2022
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-205- 3.86% |
$52.6K - $56.8K
|
5.11K
$320K
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-208- 0.15% |
$53.3K - $57.6K
|
139K
$8.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-209- 3.81% |
$53.6K - $57.9K
|
5.28K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-210- 17.8% |
$53.9K - $58.2K
|
970
$60.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-211- 9.49% |
$54.1K - $58.5K
|
2.01K
$126K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-213- 2.25% |
$54.6K - $59K
|
9.25K
$578K
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-214- 22.74% |
$54.9K - $59.3K
|
727
$45.5K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
SELL
|
- |
-214- 1.58% |
$54.9K - $59.3K
|
13.3K
$834K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-217- 10.47% |
$55.6K - $60.1K
|
1.86K
$116K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-218- 4.54% |
$55.9K - $60.4K
|
4.58K
$287K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-227- 11.48% |
$58.2K - $62.9K
|
1.75K
$109K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-230- 12.1% |
$59K - $63.7K
|
1.67K
$104K
|
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-231- 1.6% |
$59.2K - $64K
|
14.2K
$888K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-234- 4.05% |
$60K - $64.8K
|
5.55K
$347K
|
|
|
May 15, 2023
Q3 2021
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-234- 20.42% |
$60K - $64.8K
|
912
$57K
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-236- 6.02% |
$60.5K - $65.4K
|
3.68K
$230K
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-237- 6.01% |
$60.8K - $65.7K
|
3.71K
$232K
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-238- 1.05% |
$61K - $65.9K
|
22.4K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-238- 5.0% |
$61K - $65.9K
|
4.52K
$283K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-239- 2.76% |
$61.3K - $66.2K
|
8.42K
$527K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-244- 1.23% |
$62.6K - $67.6K
|
19.6K
$1.23M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-245- 0.37% |
$62.8K - $67.9K
|
66.1K
$4.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-250- 0.43% |
$64.1K - $69.3K
|
58.6K
$3.66M
|
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-250- 0.8% |
$64.1K - $69.3K
|
31K
$1.94M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-252- 9.38% |
$64.6K - $69.8K
|
2.44K
$152K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-255- 1.27% |
$65.4K - $70.6K
|
19.8K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-256- 1.01% |
$65.6K - $70.9K
|
25K
$1.56M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-259- 3.18% |
$66.4K - $71.8K
|
7.88K
$492K
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-260- 0.6% |
$66.7K - $72K
|
43.2K
$2.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-260- 1.07% |
$66.7K - $72K
|
23.9K
$1.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-268- 4.83% |
$68.7K - $74.2K
|
5.29K
$331K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-269- 3.36% |
$69K - $74.5K
|
7.75K
$484K
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-270- 5.62% |
$69.2K - $74.8K
|
4.53K
$283K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-279- 23.97% |
$71.5K - $77.3K
|
885
$55.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-281- 2.05% |
$72.1K - $77.8K
|
13.4K
$841K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-286- 0.89% |
$73.3K - $79.2K
|
31.8K
$1.99M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-292- 1.69% |
$74.9K - $80.9K
|
17K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-297- 2.1% |
$76.2K - $82.3K
|
13.8K
$865K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-300- 19.14% |
$76.9K - $83.1K
|
1.27K
$79.2K
|