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 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
165+ 14.68% |
$7.24K - $43.4K
|
1.29K
$80.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
165+ 3.66% |
$7.24K - $43.4K
|
4.67K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
164+ 12.56% |
$7.19K - $43.2K
|
1.47K
$92K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
163+ 2.84% |
$7.15K - $42.9K
|
5.91K
$370K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
160+ 4.99% |
$7.02K - $42.1K
|
3.37K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
156+ 14.47% |
$6.84K - $41.1K
|
1.23K
$77.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
154+ 2.13% |
$6.75K - $40.5K
|
7.39K
$463K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
154+ 1100.0% |
$6.75K - $40.5K
|
168
$10.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
152+ 12.84% |
$6.67K - $40K
|
1.34K
$83.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
152+ 8.07% |
$6.67K - $40K
|
2.04K
$127K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
152New |
$6.67K - $40K
|
152
$9.52K
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
150+ 8.43% |
$6.58K - $39.5K
|
1.93K
$121K
|
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
148+ 0.32% |
$6.49K - $39K
|
46.9K
$2.94M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
148+ 0.58% |
$6.49K - $39K
|
25.8K
$1.61M
|
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
146New |
$6.4K - $38.4K
|
146
$9.14K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
146+ 0.73% |
$6.4K - $38.4K
|
20.2K
$1.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
145+ 1.62% |
$6.36K - $38.2K
|
9.11K
$571K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
144+ 1.23% |
$6.31K - $37.9K
|
11.8K
$740K
|
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
141+ 2.21% |
$6.18K - $37.1K
|
6.51K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
141+ 1.77% |
$6.18K - $37.1K
|
8.11K
$508K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
141+ 0.59% |
$6.18K - $37.1K
|
24.1K
$1.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
140+ 0.29% |
$6.14K - $36.9K
|
47.7K
$2.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
140+ 3.84% |
$6.14K - $36.9K
|
3.79K
$237K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
138+ 11.61% |
$6.05K - $36.3K
|
1.33K
$83.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
138+ 1.3% |
$6.05K - $36.3K
|
10.7K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
138+ 0.58% |
$6.05K - $36.3K
|
24.1K
$1.51M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
137+ 3.36% |
$6.01K - $36.1K
|
4.22K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
135+ 6.5% |
$5.92K - $35.5K
|
2.21K
$138K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
134+ 1.6% |
$5.88K - $35.3K
|
8.49K
$532K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
133+ 2.66% |
$5.83K - $35K
|
5.14K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
132+ 3.89% |
$5.79K - $34.8K
|
3.52K
$221K
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
131+ 1.8% |
$5.74K - $34.5K
|
7.41K
$464K
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
130+ 1.6% |
$5.7K - $34.2K
|
8.24K
$516K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
127+ 0.53% |
$5.57K - $33.4K
|
24.1K
$1.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
124+ 7.38% |
$5.44K - $32.6K
|
1.8K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
121+ 1.47% |
$5.31K - $31.9K
|
8.33K
$521K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
120+ 2.91% |
$5.26K - $31.6K
|
4.24K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
120+ 2.54% |
$5.26K - $31.6K
|
4.84K
$303K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
119+ 6.23% |
$5.22K - $31.3K
|
2.03K
$127K
|
|
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
119+ 1.32% |
$5.22K - $31.3K
|
9.13K
$572K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
117+ 1.03% |
$5.13K - $30.8K
|
11.5K
$717K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
115+ 10.9% |
$5.04K - $30.3K
|
1.17K
$73.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
113+ 12.06% |
$4.96K - $29.8K
|
1.05K
$65.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
113+ 0.57% |
$4.96K - $29.8K
|
19.9K
$1.24M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
112+ 2.58% |
$4.91K - $29.5K
|
4.45K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
111+ 4.84% |
$4.87K - $29.2K
|
2.41K
$151K
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
107+ 2.2% |
$4.69K - $28.2K
|
4.97K
$311K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
107+ 9.44% |
$4.69K - $28.2K
|
1.24K
$77.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
106+ 2.12% |
$4.65K - $27.9K
|
5.11K
$320K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
105+ 4.51% |
$4.6K - $27.6K
|
2.43K
$152K
|