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 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.2K+ 21.16% |
$308K - $333K
|
6.88K
$433K
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.18K+ 5.26% |
$303K - $327K
|
23.6K
$1.49M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.18KNew |
$302K - $326K
|
1.18K
$74.1K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.17K+ 44.25% |
$301K - $325K
|
3.83K
$241K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.17K+ 4.33% |
$299K - $323K
|
28.1K
$1.77M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.15K+ 18.75% |
$295K - $319K
|
7.3K
$460K
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.15KNew |
$295K - $318K
|
1.15K
$72.4K
|
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
BUY
|
- |
1.13K+ 3.21% |
$289K - $312K
|
36.2K
$2.28M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.11K+ 6.47% |
$285K - $308K
|
18.3K
$1.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.11K+ 11.39% |
$285K - $308K
|
10.9K
$684K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.11K+ 1.05% |
$285K - $308K
|
107K
$6.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.11KNew |
$285K - $308K
|
1.11K
$69.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.1K+ 50.81% |
$282K - $305K
|
3.27K
$206K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.08K+ 3.92% |
$278K - $300K
|
28.7K
$1.81M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.08K+ 4.25% |
$277K - $299K
|
26.5K
$1.67M
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.08K+ 26.28% |
$276K - $298K
|
5.18K
$326K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.08K+ 477.78% |
$276K - $298K
|
1.3K
$81.9K
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
1.06KNew |
$271K - $293K
|
1.06K
$66.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.06KNew |
$271K - $292K
|
1.06K
$66.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 3.02% |
$269K - $291K
|
35.8K
$2.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 3.78% |
$267K - $288K
|
28.6K
$1.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.03KNew |
$265K - $286K
|
1.03K
$65.1K
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.03K+ 90.69% |
$265K - $286K
|
2.17K
$137K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.02K+ 3.61% |
$262K - $283K
|
29.3K
$1.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1.02K+ 7.33% |
$261K - $282K
|
14.9K
$940K
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
1.02KNew |
$261K - $282K
|
1.02K
$64.1K
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.01K+ 12.43% |
$258K - $279K
|
9.11K
$574K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.01K+ 67.79% |
$258K - $279K
|
2.49K
$157K
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$258K - $279K
|
1.01K
$63.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
1K+ 109.65% |
$256K - $277K
|
1.91K
$120K
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
994+ 6.28% |
$255K - $275K
|
16.8K
$1.06M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
994New |
$255K - $275K
|
994
$62.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
965+ 3.95% |
$247K - $267K
|
25.4K
$1.6M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
958+ 3.72% |
$246K - $265K
|
26.7K
$1.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
951New |
$244K - $263K
|
951
$59.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
946+ 55.75% |
$243K - $262K
|
2.64K
$166K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
944New |
$242K - $262K
|
944
$59.5K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
931+ 37.23% |
$239K - $258K
|
3.43K
$216K
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
927New |
$238K - $257K
|
927
$58.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
903+ 2.52% |
$232K - $250K
|
36.8K
$2.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
897+ 4.94% |
$230K - $249K
|
19K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
894+ 10.55% |
$229K - $248K
|
9.37K
$590K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
890New |
$228K - $247K
|
890
$56.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
886+ 3.68% |
$227K - $245K
|
25K
$1.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
881+ 2.48% |
$226K - $244K
|
36.4K
$2.29M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
880+ 3.15% |
$226K - $244K
|
28.8K
$1.82M
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
870+ 4.77% |
$223K - $241K
|
19.1K
$1.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
865+ 14.37% |
$222K - $240K
|
6.89K
$434K
|
|
|
Oct 26, 2021
Q3 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
861+ 4.75% |
$221K - $239K
|
19K
$1.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
834+ 68.59% |
$214K - $231K
|
2.05K
$129K
|