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 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
6.26K+ 3.03% |
$1.61M - $1.73M
|
213K
$13.4M
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
6.21K+ 2.84% |
$1.59M - $1.72M
|
225K
$14.2M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.19K+ 12.98% |
$1.59M - $1.71M
|
53.9K
$3.39M
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
6.17K+ 519.63% |
$1.58M - $1.71M
|
7.36K
$463K
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.99K+ 19.11% |
$1.54M - $1.66M
|
37.3K
$2.35M
|
|
Nov 15, 2021
Q3 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
5.88K+ 29.94% |
$1.51M - $1.63M
|
25.5K
$1.61M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.73K+ 6.93% |
$1.47M - $1.59M
|
88.3K
$5.56M
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.71K+ 12.84% |
$1.46M - $1.58M
|
50.2K
$3.16M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.59K+ 126.86% |
$1.43M - $1.55M
|
10K
$630K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.53K+ 5.29% |
$1.42M - $1.53M
|
110K
$6.93M
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.43K+ 5.1% |
$1.39M - $1.5M
|
112K
$7.04M
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.27K+ 5.56% |
$1.35M - $1.46M
|
100K
$6.31M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
5.21K+ 0.27% |
$1.34M - $1.44M
|
1.9M
$120M
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
5.21KNew |
$1.34M - $1.44M
|
5.21K
$328K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.14K+ 4.11% |
$1.32M - $1.42M
|
130K
$8.2M
|
|
Nov 12, 2021
Q3 2021
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
5.1K+ 17.17% |
$1.31M - $1.41M
|
34.8K
$2.19M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.04K+ 5.91% |
$1.29M - $1.4M
|
90.3K
$5.69M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
4.98K+ 2.69% |
$1.28M - $1.38M
|
190K
$12M
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.89KNew |
$1.25M - $1.35M
|
4.89K
$308K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.89K+ 29.18% |
$1.25M - $1.35M
|
21.6K
$1.36M
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.65K+ 71.59% |
$1.19M - $1.29M
|
11.2K
$702K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.58K+ 24.1% |
$1.18M - $1.27M
|
23.6K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
4.5K+ 3.0% |
$1.15M - $1.25M
|
154K
$9.71M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.43K+ 2.34% |
$1.14M - $1.23M
|
194K
$12.2M
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
BUY
|
- |
4.43K+ 2.05% |
$1.13M - $1.23M
|
220K
$13.9M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
4.36K+ 2.15% |
$1.12M - $1.21M
|
207K
$13M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.27K+ 24.34% |
$1.09M - $1.18M
|
21.8K
$1.37M
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
4.25K+ 5.66% |
$1.09M - $1.18M
|
79.3K
$4.99M
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
4.19K+ 2.81% |
$1.07M - $1.16M
|
153K
$9.64M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
4.16KNew |
$1.07M - $1.15M
|
4.16K
$262K
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.14K+ 1.69% |
$1.06M - $1.15M
|
249K
$15.7M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.09K+ 9.61% |
$1.05M - $1.13M
|
46.7K
$2.94M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.09K+ 2.47% |
$1.05M - $1.13M
|
169K
$10.7M
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.08K+ 3.21% |
$1.05M - $1.13M
|
131K
$8.27M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
4.04KNew |
$1.03M - $1.12M
|
4.04K
$254K
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.01K+ 11.1% |
$1.03M - $1.11M
|
40.1K
$2.53M
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
3.99K+ 20.39% |
$1.02M - $1.11M
|
23.6K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.99K+ 725.09% |
$1.02M - $1.1M
|
4.54K
$286K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.98K+ 7.77% |
$1.02M - $1.1M
|
55.2K
$3.47M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.94K+ 4.99% |
$1.01M - $1.09M
|
82.8K
$5.22M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.94K+ 0.79% |
$1.01M - $1.09M
|
505K
$31.8M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.93K+ 4.26% |
$1.01M - $1.09M
|
96K
$6.05M
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.91K+ 5.36% |
$1M - $1.08M
|
76.9K
$4.84M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.91K+ 21.55% |
$1M - $1.08M
|
22.1K
$1.39M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.88K+ 10.12% |
$994K - $1.07M
|
42.2K
$2.66M
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.87K+ 1.7% |
$991K - $1.07M
|
231K
$14.5M
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3.86KNew |
$991K - $1.07M
|
3.86K
$243K
|
|
Nov 16, 2021
Q3 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
3.85KNew |
$986K - $1.07M
|
3.85K
$242K
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
3.83K+ 6.73% |
$982K - $1.06M
|
60.7K
$3.83M
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.69K+ 8.51% |
$947K - $1.02M
|
47.1K
$2.97M
|