Purchases and Sales Made in Q3 2022 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 2022. 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 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
627New |
$27.5K - $165K
|
627
$39.3K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
620+ 52.06% |
$27.2K - $163K
|
1.81K
$113K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
619New |
$27.1K - $163K
|
619
$38.8K
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
616+ 2.22% |
$27K - $162K
|
28.3K
$1.77M
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
616+ 2.94% |
$27K - $162K
|
21.6K
$1.35M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
612+ 8.18% |
$26.8K - $161K
|
8.1K
$507K
|
|
Oct 27, 2022
Q3 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
610+ 0.57% |
$26.7K - $161K
|
108K
$6.79M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
602+ 0.54% |
$26.4K - $158K
|
112K
$7M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
600+ 12.51% |
$26.3K - $158K
|
5.4K
$338K
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
589+ 7.47% |
$25.8K - $155K
|
8.48K
$531K
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
588+ 9.7% |
$25.8K - $155K
|
6.65K
$416K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
588+ 33.37% |
$25.8K - $155K
|
2.35K
$147K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
584+ 2.81% |
$25.6K - $154K
|
21.4K
$1.34M
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
580+ 8.59% |
$25.4K - $153K
|
7.33K
$459K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
573+ 7.3% |
$25.1K - $151K
|
8.42K
$527K
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
568+ 3.75% |
$24.9K - $150K
|
15.7K
$984K
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
564+ 1.23% |
$24.7K - $148K
|
46.3K
$2.9M
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
560+ 33.84% |
$24.6K - $147K
|
2.22K
$139K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
559New |
$24.5K - $147K
|
559
$35K
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
556+ 3.41% |
$24.4K - $146K
|
16.8K
$1.05M
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
553+ 10.89% |
$24.2K - $146K
|
5.63K
$353K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
551+ 40.34% |
$24.2K - $145K
|
1.92K
$120K
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
551+ 6.05% |
$24.2K - $145K
|
9.66K
$605K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
543+ 6.5% |
$23.8K - $143K
|
8.89K
$557K
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
540+ 59.67% |
$23.7K - $142K
|
1.45K
$90.5K
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
527+ 3.41% |
$23.1K - $139K
|
16K
$1M
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
522+ 10.07% |
$22.9K - $137K
|
5.71K
$357K
|
|
Oct 13, 2022
Q3 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
513+ 2.77% |
$22.5K - $135K
|
19.1K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
505+ 5.81% |
$22.1K - $133K
|
9.2K
$576K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
503+ 0.6% |
$22.1K - $132K
|
84.6K
$5.3M
|
|
Oct 20, 2022
Q3 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
502+ 54.21% |
$22K - $132K
|
1.43K
$89.4K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
501+ 2.3% |
$22K - $132K
|
22.3K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
495+ 3.25% |
$21.7K - $130K
|
15.7K
$985K
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
BUY
|
- |
480+ 421.05% |
$21K - $126K
|
594
$37.2K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
476+ 0.2% |
$20.9K - $125K
|
238K
$14.9M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
475+ 0.61% |
$20.8K - $125K
|
78.9K
$4.94M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
473+ 5.13% |
$20.7K - $125K
|
9.7K
$607K
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
470+ 32.35% |
$20.6K - $124K
|
1.92K
$120K
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
470+ 32.82% |
$20.6K - $124K
|
1.9K
$119K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
469New |
$20.6K - $123K
|
469
$29.4K
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
460+ 2.69% |
$20.2K - $121K
|
17.6K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
459+ 1.87% |
$20.1K - $121K
|
25K
$1.56M
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
455+ 6.36% |
$20K - $120K
|
7.61K
$476K
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
454+ 1.68% |
$19.9K - $120K
|
27.5K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
453+ 15.37% |
$19.9K - $119K
|
3.4K
$213K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
450+ 3.78% |
$19.7K - $118K
|
12.3K
$773K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
446+ 0.39% |
$19.6K - $117K
|
114K
$7.12M
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
445+ 11.69% |
$19.5K - $117K
|
4.25K
$266K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
443+ 1.18% |
$19.4K - $117K
|
37.8K
$2.37M
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
439+ 26.26% |
$19.3K - $116K
|
2.11K
$132K
|