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
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.2K- 12.89% |
$820K - $886K
|
21.6K
$1.36M
|
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-3.25KClosed |
$833K - $900K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.36K- 3.17% |
$862K - $932K
|
103K
$6.47M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-3.4K- 75.87% |
$871K - $941K
|
1.08K
$68K
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.4KClosed |
$872K - $942K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3.54K- 2.26% |
$908K - $980K
|
153K
$9.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.62KClosed |
$929K - $1M
|
0
$0
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.68K- 12.15% |
$943K - $1.02M
|
26.6K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.7K- 15.38% |
$949K - $1.03M
|
20.4K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.76K- 80.57% |
$964K - $1.04M
|
907
$57.1K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-3.79K- 1.56% |
$971K - $1.05M
|
239K
$15.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.85KClosed |
$988K - $1.07M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.86K- 13.51% |
$990K - $1.07M
|
24.7K
$1.56M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.98K- 2.5% |
$1.02M - $1.1M
|
155K
$9.76M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.2K- 9.82% |
$1.08M - $1.16M
|
38.5K
$2.43M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.25K- 12.78% |
$1.09M - $1.18M
|
29K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.31K- 2.0% |
$1.1M - $1.19M
|
211K
$13.3M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.32K- 11.25% |
$1.11M - $1.2M
|
34.1K
$2.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.43K- 5.6% |
$1.14M - $1.23M
|
74.7K
$4.71M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-4.46K- 12.83% |
$1.14M - $1.24M
|
30.3K
$1.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.57K- 13.84% |
$1.17M - $1.27M
|
28.5K
$1.79M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.7K- 1.61% |
$1.2M - $1.3M
|
286K
$18M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-4.79K- 11.33% |
$1.23M - $1.33M
|
37.4K
$2.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-4.79K- 30.94% |
$1.23M - $1.33M
|
10.7K
$674K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5K- 2.7% |
$1.28M - $1.38M
|
180K
$11.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.06K- 63.19% |
$1.3M - $1.4M
|
2.95K
$186K
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.07KClosed |
$1.3M - $1.41M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-5.1K- 1.51% |
$1.31M - $1.41M
|
333K
$20.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.16K- 2.08% |
$1.32M - $1.43M
|
243K
$15.3M
|
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.25K- 1.16% |
$1.35M - $1.46M
|
448K
$28.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.3K- 72.91% |
$1.36M - $1.47M
|
1.97K
$124K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.33K- 14.81% |
$1.37M - $1.48M
|
30.7K
$1.93M
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-5.4K- 10.84% |
$1.38M - $1.5M
|
44.4K
$2.8M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-5.44K- 2.6% |
$1.39M - $1.51M
|
204K
$12.8M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.64K- 56.36% |
$1.45M - $1.56M
|
4.36K
$275K
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-5.91KClosed |
$1.52M - $1.64M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-5.97K- 2.19% |
$1.53M - $1.65M
|
267K
$16.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.97K- 51.64% |
$1.53M - $1.65M
|
5.59K
$352K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.98K- 7.84% |
$1.53M - $1.66M
|
70.3K
$4.43M
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-6.04KClosed |
$1.55M - $1.67M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-6.35KClosed |
$1.63M - $1.76M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.36K- 33.67% |
$1.63M - $1.76M
|
12.5K
$790K
|
|
|
Nov 10, 2021
Q3 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-6.44KClosed |
$1.65M - $1.78M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.58K- 22.11% |
$1.69M - $1.82M
|
23.2K
$1.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7.37K- 20.56% |
$1.89M - $2.04M
|
28.5K
$1.79M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-7.37K- 7.85% |
$1.89M - $2.04M
|
86.6K
$5.45M
|
|
|
Oct 07, 2021
Q3 2021
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-7.45K- 7.76% |
$1.91M - $2.06M
|
88.5K
$5.58M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.74K- 0.27% |
$1.98M - $2.14M
|
2.88M
$181M
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-7.97K- 44.76% |
$2.04M - $2.21M
|
9.83K
$619K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.4KClosed |
$2.15M - $2.33M
|
0
$0
|