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 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
257+ 1.57% |
$11.3K - $67.7K
|
16.6K
$1.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
255+ 0.52% |
$11.2K - $67.1K
|
49K
$3.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
253+ 6.32% |
$11.1K - $66.6K
|
4.26K
$266K
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
250New |
$11K - $65.8K
|
250
$15.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
247+ 2.07% |
$10.8K - $65K
|
12.2K
$761K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
245+ 6.09% |
$10.7K - $64.5K
|
4.27K
$267K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
242+ 0.58% |
$10.6K - $63.7K
|
42K
$2.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
242+ 2.83% |
$10.6K - $63.7K
|
8.79K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
241+ 3.01% |
$10.6K - $63.5K
|
8.26K
$517K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
240New |
$10.5K - $63.2K
|
240
$15K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
240+ 3428.57% |
$10.5K - $63.2K
|
247
$15.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
239+ 2.38% |
$10.5K - $62.9K
|
10.3K
$644K
|
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
BUY
|
- |
237+ 8.76% |
$10.4K - $62.4K
|
2.94K
$184K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
236+ 3.6% |
$10.3K - $62.1K
|
6.79K
$425K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
235+ 3.59% |
$10.3K - $61.9K
|
6.79K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
235+ 2.53% |
$10.3K - $61.9K
|
9.53K
$597K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
233+ 6.8% |
$10.2K - $61.3K
|
3.66K
$229K
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
230+ 1.36% |
$10.1K - $60.6K
|
17.2K
$1.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
BUY
|
- |
228+ 5.92% |
$10K - $60K
|
4.08K
$255K
|
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
220+ 7.98% |
$9.65K - $57.9K
|
2.98K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
219+ 1.03% |
$9.6K - $57.7K
|
21.4K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
218+ 4.38% |
$9.56K - $57.4K
|
5.2K
$325K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
215+ 1.62% |
$9.43K - $56.6K
|
13.5K
$845K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
214+ 1.11% |
$9.38K - $56.3K
|
19.6K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
211+ 3.37% |
$9.25K - $55.6K
|
6.48K
$406K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
210+ 8.81% |
$9.21K - $55.3K
|
2.6K
$162K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
210+ 7.1% |
$9.21K - $55.3K
|
3.17K
$198K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
210+ 0.97% |
$9.21K - $55.3K
|
21.9K
$1.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
BUY
|
- |
203+ 2.38% |
$8.9K - $53.4K
|
8.73K
$546K
|
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
BUY
|
- |
198+ 0.49% |
$8.68K - $52.1K
|
40.2K
$2.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
196New |
$8.59K - $51.6K
|
196
$12.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
196+ 0.9% |
$8.59K - $51.6K
|
21.9K
$1.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
196+ 0.18% |
$8.59K - $51.6K
|
110K
$6.92M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
196+ 7.37% |
$8.59K - $51.6K
|
2.86K
$179K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
189+ 5.61% |
$8.29K - $49.8K
|
3.56K
$223K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
188+ 2.02% |
$8.24K - $49.5K
|
9.51K
$595K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
188+ 1.14% |
$8.24K - $49.5K
|
16.7K
$1.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
186+ 6.21% |
$8.16K - $49K
|
3.18K
$199K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
185+ 1.55% |
$8.11K - $48.7K
|
12.2K
$761K
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
185+ 0.78% |
$8.11K - $48.7K
|
23.8K
$1.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
184+ 3.55% |
$8.07K - $48.4K
|
5.36K
$336K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
184New |
$8.07K - $48.4K
|
184
$11.5K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
182+ 44.5% |
$7.98K - $47.9K
|
591
$37K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
178+ 8.83% |
$7.81K - $46.9K
|
2.19K
$137K
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
178+ 2.55% |
$7.81K - $46.9K
|
7.15K
$447K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
176+ 5.58% |
$7.72K - $46.3K
|
3.33K
$208K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
176New |
$7.72K - $46.3K
|
176
$11K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
167+ 3.04% |
$7.32K - $44K
|
5.66K
$354K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
167+ 3.66% |
$7.32K - $44K
|
4.73K
$296K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
166+ 0.46% |
$7.28K - $43.7K
|
36.3K
$2.27M
|