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
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
102+ 6.03% |
$4.47K - $26.9K
|
1.79K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
102+ 0.1% |
$4.47K - $26.9K
|
103K
$6.46M
|
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
102+ 0.29% |
$4.47K - $26.9K
|
35.6K
$2.23M
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
101+ 3.45% |
$4.43K - $26.6K
|
3.03K
$190K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
BUY
|
- |
101+ 6.23% |
$4.43K - $26.6K
|
1.72K
$108K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
100+ 0.45% |
$4.39K - $26.3K
|
22.1K
$1.39M
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
BUY
|
- |
100New |
$4.39K - $26.3K
|
100
$6.27K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
100+ 5.05% |
$4.39K - $26.3K
|
2.08K
$130K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
99+ 450.0% |
$4.34K - $26.1K
|
121
$7.58K
|
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
BUY
|
- |
99+ 0.77% |
$4.34K - $26.1K
|
13K
$816K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
99+ 1.24% |
$4.34K - $26.1K
|
8.05K
$505K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
98+ 0.64% |
$4.3K - $25.8K
|
15.3K
$961K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
96+ 2.09% |
$4.21K - $25.3K
|
4.69K
$294K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
92+ 2.52% |
$4.03K - $24.2K
|
3.74K
$234K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
89+ 1.93% |
$3.9K - $23.4K
|
4.69K
$294K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
88+ 0.14% |
$3.86K - $23.2K
|
64K
$4.01M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
85+ 1.19% |
$3.73K - $22.4K
|
7.26K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
85+ 0.45% |
$3.73K - $22.4K
|
18.8K
$1.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
82+ 1.64% |
$3.6K - $21.6K
|
5.08K
$319K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
81+ 6.74% |
$3.55K - $21.3K
|
1.28K
$80.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
80+ 3.48% |
$3.51K - $21.1K
|
2.38K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
80+ 6.14% |
$3.51K - $21.1K
|
1.38K
$86.6K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
79+ 7.43% |
$3.46K - $20.8K
|
1.14K
$71.6K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
78+ 6.4% |
$3.42K - $20.5K
|
1.3K
$81.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
76+ 19.05% |
$3.33K - $20K
|
475
$29.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
76+ 70.37% |
$3.33K - $20K
|
184
$11.5K
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
75+ 0.58% |
$3.29K - $19.7K
|
13.1K
$821K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
75+ 0.57% |
$3.29K - $19.7K
|
13.2K
$828K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
72+ 7.3% |
$3.16K - $19K
|
1.06K
$66.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
71+ 0.16% |
$3.11K - $18.7K
|
45.6K
$2.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
70+ 1.55% |
$3.07K - $18.4K
|
4.58K
$287K
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
69+ 2.21% |
$3.03K - $18.2K
|
3.19K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
67+ 83.75% |
$2.94K - $17.6K
|
147
$9.21K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
64+ 1.14% |
$2.81K - $16.8K
|
5.68K
$356K
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
60+ 1.15% |
$2.63K - $15.8K
|
5.27K
$330K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
58+ 1.69% |
$2.54K - $15.3K
|
3.48K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
58+ 4.61% |
$2.54K - $15.3K
|
1.32K
$82.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
57+ 2.27% |
$2.5K - $15K
|
2.57K
$161K
|
|
|
Nov 04, 2022
Q3 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
56+ 2.64% |
$2.46K - $14.7K
|
2.18K
$136K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
55+ 0.48% |
$2.41K - $14.5K
|
11.6K
$728K
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
55+ 1.85% |
$2.41K - $14.5K
|
3.03K
$190K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
53+ 1.01% |
$2.32K - $14K
|
5.33K
$334K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
52+ 1.18% |
$2.28K - $13.7K
|
4.48K
$280K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
52New |
$2.28K - $13.7K
|
52
$3.26K
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
50+ 18.52% |
$2.19K - $13.2K
|
320
$20.1K
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
50+ 2.07% |
$2.19K - $13.2K
|
2.47K
$155K
|
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
50+ 0.11% |
$2.19K - $13.2K
|
44.3K
$2.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
50+ 0.05% |
$2.19K - $13.2K
|
93.4K
$5.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Terril Brothers, Inc.
|
BUY
|
- |
49+ 2.39% |
$2.15K - $12.9K
|
2.1K
$132K
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
48+ 2.27% |
$2.1K - $12.6K
|
2.16K
$135K
|