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
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.65K+ 16.67% |
$679K - $734K
|
18.5K
$1.17M
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.64K+ 1.31% |
$678K - $732K
|
204K
$12.9M
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
2.57K+ 8.32% |
$659K - $711K
|
33.4K
$2.11M
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.54K+ 6.81% |
$651K - $704K
|
39.9K
$2.51M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.52K+ 52.23% |
$645K - $697K
|
7.34K
$462K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.51K+ 15.86% |
$644K - $696K
|
18.4K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.48K+ 1.79% |
$637K - $688K
|
141K
$8.9M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.4K+ 19.89% |
$616K - $665K
|
14.5K
$912K
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.4K+ 19.88% |
$616K - $665K
|
14.5K
$912K
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.4K+ 8.98% |
$614K - $664K
|
29.1K
$1.83M
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
2.39K+ 3.57% |
$613K - $663K
|
69.4K
$4.37M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.38KNew |
$609K - $658K
|
2.38K
$150K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.34K+ 341.9% |
$601K - $649K
|
3.03K
$191K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
2.34K+ 1.19% |
$599K - $647K
|
198K
$12.5M
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.33K+ 7.47% |
$597K - $645K
|
33.5K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.31K+ 1.09% |
$593K - $641K
|
214K
$13.5M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
2.23K+ 44.78% |
$571K - $616K
|
7.19K
$453K
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.19K+ 8.23% |
$560K - $605K
|
28.7K
$1.81M
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.17K+ 2.42% |
$556K - $601K
|
91.8K
$5.78M
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.17K+ 1.17% |
$555K - $600K
|
187K
$11.8M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.15K+ 406.42% |
$552K - $597K
|
2.68K
$169K
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.14K+ 11.49% |
$548K - $592K
|
20.7K
$1.31M
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
2.13K+ 6.31% |
$547K - $591K
|
36K
$2.27M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
2.11K+ 5.12% |
$540K - $583K
|
43.2K
$2.72M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.1K+ 7.47% |
$537K - $580K
|
30.1K
$1.9M
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.09KNew |
$536K - $580K
|
2.09K
$132K
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
2.08K+ 4.43% |
$533K - $576K
|
49K
$3.09M
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.01K+ 3.89% |
$516K - $558K
|
53.7K
$3.38M
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
2K+ 103.73% |
$514K - $555K
|
3.94K
$248K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
2K+ 3.79% |
$514K - $555K
|
54.8K
$3.45M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2K+ 26.33% |
$513K - $554K
|
9.6K
$604K
|
|
Nov 09, 2021
Q3 2021
|
Td Asset Management Inc
|
BUY
|
- |
2K+ 0.37% |
$512K - $553K
|
548K
$34.5M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.97K+ 25.85% |
$506K - $547K
|
9.61K
$605K
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.95K+ 2.92% |
$499K - $539K
|
68.6K
$4.32M
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 18.8% |
$499K - $539K
|
12.3K
$774K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.89KNew |
$484K - $523K
|
1.89K
$119K
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
1.85KNew |
$474K - $512K
|
1.85K
$116K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.84K+ 11.84% |
$472K - $510K
|
17.4K
$1.1M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 15.02% |
$466K - $504K
|
13.9K
$878K
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.8K+ 4.65% |
$461K - $498K
|
40.5K
$2.55M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.79K+ 17.84% |
$459K - $495K
|
11.8K
$744K
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.79K+ 1.5% |
$458K - $495K
|
121K
$7.62M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.78K+ 4.97% |
$456K - $493K
|
37.6K
$2.37M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.77K+ 3.89% |
$455K - $491K
|
47.3K
$2.98M
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.77K+ 18.83% |
$454K - $490K
|
11.2K
$703K
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.76K+ 1.11% |
$452K - $488K
|
160K
$10.1M
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.76K+ 2.18% |
$451K - $487K
|
82.6K
$5.2M
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.73K+ 3.71% |
$442K - $478K
|
48.2K
$3.04M
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.72K+ 28.35% |
$442K - $477K
|
7.8K
$491K
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.7K+ 181.08% |
$437K - $472K
|
2.65K
$167K
|