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 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
438+ 278.98% |
$19.2K - $115K
|
595
$37.3K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
429+ 13.26% |
$18.8K - $113K
|
3.67K
$229K
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
429+ 12.72% |
$18.8K - $113K
|
3.8K
$238K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
427+ 5.35% |
$18.7K - $112K
|
8.41K
$526K
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
426+ 0.85% |
$18.7K - $112K
|
50.8K
$3.18M
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
BUY
|
- |
422+ 1.63% |
$18.5K - $111K
|
26.4K
$1.65M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
414+ 2.14% |
$18.2K - $109K
|
19.7K
$1.23M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
406+ 4.72% |
$17.8K - $107K
|
9K
$564K
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
400+ 1.86% |
$17.5K - $105K
|
21.9K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
400+ 1379.31% |
$17.5K - $105K
|
429
$26.9K
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
397+ 4.82% |
$17.4K - $105K
|
8.63K
$540K
|
|
Nov 14, 2022
Q3 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
391+ 0.68% |
$17.1K - $103K
|
58.1K
$3.64M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
387+ 11.25% |
$17K - $102K
|
3.83K
$240K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
362+ 50.21% |
$15.9K - $95.3K
|
1.08K
$67.8K
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
362+ 3.81% |
$15.9K - $95.3K
|
9.86K
$617K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
352+ 3.52% |
$15.4K - $92.7K
|
10.3K
$647K
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
352+ 10.61% |
$15.4K - $92.7K
|
3.67K
$230K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
346+ 4.63% |
$15.2K - $91.1K
|
7.81K
$489K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
339+ 7.63% |
$14.9K - $89.3K
|
4.78K
$299K
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
336+ 0.44% |
$14.7K - $88.5K
|
75.9K
$4.75M
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
329+ 1.96% |
$14.4K - $86.6K
|
17.1K
$1.07M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
320+ 3.11% |
$14K - $84.2K
|
10.6K
$665K
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
310+ 6.34% |
$13.6K - $81.6K
|
5.2K
$326K
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
BUY
|
- |
308+ 16.84% |
$13.5K - $81.1K
|
2.14K
$134K
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
305+ 2.34% |
$13.4K - $80.3K
|
13.4K
$836K
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
302+ 20.76% |
$13.2K - $79.5K
|
1.76K
$110K
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
300+ 18.24% |
$13.2K - $79K
|
1.95K
$122K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
300+ 1.5% |
$13.2K - $79K
|
20.3K
$1.27M
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
297+ 1.08% |
$13K - $78.2K
|
27.9K
$1.74M
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
292+ 10.79% |
$12.8K - $76.9K
|
3K
$188K
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
BUY
|
- |
291+ 1.81% |
$12.8K - $76.6K
|
16.4K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
287+ 20.33% |
$12.6K - $75.6K
|
1.7K
$106K
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
285+ 8.8% |
$12.5K - $75K
|
3.52K
$221K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
285+ 2.85% |
$12.5K - $75K
|
10.3K
$644K
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
BUY
|
- |
284+ 4.6% |
$12.5K - $74.8K
|
6.46K
$405K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
280+ 43.68% |
$12.3K - $73.7K
|
921
$57.7K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
277+ 1.35% |
$12.1K - $72.9K
|
20.8K
$1.3M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
277+ 1.19% |
$12.1K - $72.9K
|
23.6K
$1.48M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
276+ 5.07% |
$12.1K - $72.7K
|
5.72K
$358K
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
275+ 0.69% |
$12.1K - $72.4K
|
40.2K
$2.52M
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
273+ 1.31% |
$12K - $71.9K
|
21.1K
$1.32M
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
270+ 0.7% |
$11.8K - $71.1K
|
38.7K
$2.42M
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
268+ 30.04% |
$11.8K - $70.6K
|
1.16K
$72.6K
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
267+ 3.77% |
$11.7K - $70.3K
|
7.35K
$460K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
266+ 4.31% |
$11.7K - $70K
|
6.44K
$403K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
265New |
$11.6K - $69.8K
|
265
$16.6K
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
264+ 7.22% |
$11.6K - $69.5K
|
3.92K
$245K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
260+ 32.26% |
$11.4K - $68.5K
|
1.07K
$66.7K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
260+ 22.07% |
$11.4K - $68.5K
|
1.44K
$90K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
259+ 16.14% |
$11.4K - $68.2K
|
1.86K
$117K
|