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 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
830New |
$213K - $230K
|
830
$52.3K
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
828+ 0.84% |
$212K - $229K
|
99.5K
$6.27M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
828New |
$212K - $229K
|
828
$52.2K
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
812+ 8.07% |
$208K - $225K
|
10.9K
$685K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
807+ 35.64% |
$207K - $224K
|
3.07K
$193K
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
805+ 1.63% |
$206K - $223K
|
50.2K
$3.16M
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
802+ 1.32% |
$206K - $222K
|
61.5K
$3.87M
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
802+ 6.1% |
$206K - $222K
|
13.9K
$878K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
802+ 22.89% |
$206K - $222K
|
4.31K
$271K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
799+ 1.5% |
$205K - $221K
|
54.2K
$3.41M
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
795New |
$204K - $220K
|
795
$50.1K
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
793+ 8.25% |
$203K - $220K
|
10.4K
$655K
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
790New |
$203K - $219K
|
790
$49.8K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
788+ 6.01% |
$202K - $218K
|
13.9K
$876K
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
788+ 3.37% |
$202K - $218K
|
24.2K
$1.52M
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
787+ 0.63% |
$202K - $218K
|
126K
$7.92M
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
770+ 82.88% |
$197K - $213K
|
1.7K
$107K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
770New |
$197K - $213K
|
770
$48.5K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
769+ 68.78% |
$197K - $213K
|
1.89K
$119K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
766+ 2.09% |
$196K - $212K
|
37.3K
$2.35M
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
750New |
$192K - $208K
|
750
$47.2K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
750+ 8.78% |
$192K - $208K
|
9.29K
$585K
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
737+ 1.47% |
$189K - $204K
|
50.8K
$3.2M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
735+ 15.19% |
$188K - $204K
|
5.57K
$351K
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
728+ 0.98% |
$187K - $202K
|
74.9K
$4.72M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
727+ 3.37% |
$186K - $201K
|
22.3K
$1.41M
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
726+ 2.19% |
$186K - $201K
|
33.8K
$2.13M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
717+ 2.85% |
$184K - $199K
|
25.9K
$1.63M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
716+ 37.84% |
$184K - $198K
|
2.61K
$164K
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
715+ 18.93% |
$183K - $198K
|
4.49K
$283K
|
|
Oct 08, 2021
Q3 2021
|
Platt Investment Counsel, LLC
|
BUY
|
- |
701+ 1.1% |
$180K - $194K
|
64.4K
$4.06M
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
700+ 11.52% |
$180K - $194K
|
6.77K
$427K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
681+ 8.28% |
$175K - $189K
|
8.91K
$561K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
678+ 0.66% |
$174K - $188K
|
103K
$6.52M
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
670+ 11.39% |
$172K - $186K
|
6.55K
$413K
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
BUY
|
- |
665+ 41.23% |
$171K - $184K
|
2.28K
$143K
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
654+ 1.8% |
$168K - $181K
|
36.9K
$2.33M
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
651+ 0.59% |
$167K - $180K
|
110K
$6.95M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
643+ 3.52% |
$165K - $178K
|
18.9K
$1.19M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
636+ 43.09% |
$163K - $176K
|
2.11K
$133K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
631+ 3.65% |
$162K - $175K
|
17.9K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
630+ 37.08% |
$162K - $175K
|
2.33K
$147K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
623+ 38.72% |
$160K - $173K
|
2.23K
$141K
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
621New |
$159K - $172K
|
621
$39.1K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
620+ 3.2% |
$159K - $172K
|
20K
$1.26M
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
615+ 2.42% |
$158K - $170K
|
26K
$1.64M
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
607+ 13.31% |
$156K - $168K
|
5.17K
$325K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
600+ 19.81% |
$154K - $166K
|
3.63K
$229K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
599+ 2.08% |
$154K - $166K
|
29.4K
$1.85M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
590+ 280.95% |
$151K - $163K
|
800
$50.4K
|