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
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.69KNew |
$946K - $1.02M
|
3.69K
$232K
|
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.66K+ 3.91% |
$939K - $1.01M
|
97.2K
$6.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.63KNew |
$931K - $1.01M
|
3.63K
$229K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.61K+ 3.07% |
$925K - $1M
|
121K
$7.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.58K+ 8.98% |
$918K - $992K
|
43.5K
$2.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.53K+ 0.84% |
$905K - $977K
|
422K
$26.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
3.48K+ 67.19% |
$892K - $964K
|
8.66K
$545K
|
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
3.47K+ 4.06% |
$891K - $962K
|
89K
$5.61M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
3.39K+ 100.65% |
$869K - $939K
|
6.75K
$425K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
3.37K+ 119.67% |
$864K - $934K
|
6.19K
$390K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.37K+ 50.37% |
$863K - $933K
|
10.1K
$633K
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
3.36K+ 2.6% |
$861K - $930K
|
132K
$8.34M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.32K+ 3.09% |
$851K - $919K
|
111K
$6.98M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.27K+ 1.93% |
$840K - $907K
|
173K
$10.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
3.26K+ 5.34% |
$835K - $902K
|
64.3K
$4.05M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.24K+ 17.19% |
$832K - $899K
|
22.1K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.21K+ 9.04% |
$824K - $890K
|
38.7K
$2.44M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
3.2K+ 12.89% |
$821K - $887K
|
28K
$1.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.19KNew |
$817K - $883K
|
3.19K
$201K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.17K+ 23.38% |
$814K - $879K
|
16.7K
$1.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.16K+ 23.57% |
$811K - $876K
|
16.6K
$1.04M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
3.16K+ 4.61% |
$809K - $874K
|
71.6K
$4.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.15KNew |
$808K - $873K
|
3.15K
$198K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.13K+ 2.41% |
$803K - $868K
|
133K
$8.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.08K+ 0.34% |
$790K - $853K
|
906K
$57.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3.08K+ 9.79% |
$789K - $852K
|
34.5K
$2.17M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.06K+ 3.63% |
$785K - $849K
|
87.4K
$5.51M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.06K+ 9.81% |
$785K - $848K
|
34.3K
$2.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
3.03K+ 280.19% |
$776K - $838K
|
4.11K
$259K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 4.35% |
$775K - $837K
|
72.4K
$4.56M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
3.01K+ 6.33% |
$772K - $834K
|
50.6K
$3.18M
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
2.99K+ 55.95% |
$765K - $827K
|
8.32K
$524K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.98K+ 117.53% |
$765K - $827K
|
5.52K
$348K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
2.96K+ 27.13% |
$759K - $820K
|
13.9K
$874K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
2.94K+ 10.55% |
$754K - $815K
|
30.8K
$1.94M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.9K+ 115.17% |
$744K - $803K
|
5.42K
$341K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.88K+ 2.31% |
$739K - $798K
|
128K
$8.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.85K+ 3.61% |
$730K - $788K
|
81.8K
$5.15M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
2.84K+ 53.64% |
$729K - $788K
|
8.14K
$513K
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
2.83K+ 3.47% |
$725K - $783K
|
84.3K
$5.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.82KNew |
$724K - $782K
|
2.82K
$178K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
2.76K+ 121.95% |
$707K - $764K
|
5.02K
$316K
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.74K+ 0.92% |
$703K - $760K
|
302K
$19M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.71K+ 2.19% |
$694K - $749K
|
126K
$7.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.7K+ 24.3% |
$693K - $749K
|
13.8K
$871K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.7K+ 3.91% |
$692K - $748K
|
71.7K
$4.52M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.7K+ 6.3% |
$692K - $748K
|
45.6K
$2.87M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
2.69KNew |
$690K - $745K
|
2.69K
$169K
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.68K+ 2.75% |
$687K - $742K
|
100K
$6.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
2.66K+ 2.92% |
$682K - $737K
|
93.8K
$5.91M
|