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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
48+ 0.38% |
$2.1K - $12.6K
|
12.5K
$785K
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
48+ 0.3% |
$2.1K - $12.6K
|
15.9K
$997K
|
|
|
Nov 09, 2022
Q3 2022
|
Peterson Wealth Services
|
BUY
|
- |
46+ 2.81% |
$2.02K - $12.1K
|
1.68K
$105K
|
|
|
Nov 10, 2022
Q3 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
46+ 0.36% |
$2.02K - $12.1K
|
13K
$811K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
45+ 4.21% |
$1.97K - $11.8K
|
1.12K
$69.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
44+ 2.88% |
$1.93K - $11.6K
|
1.57K
$98.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
42+ 0.92% |
$1.84K - $11.1K
|
4.59K
$288K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
40+ 0.36% |
$1.75K - $10.5K
|
11.2K
$701K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
40New |
$1.75K - $10.5K
|
40
$2.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 1.37% |
$1.75K - $10.5K
|
2.96K
$186K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
39+ 1.17% |
$1.71K - $10.3K
|
3.38K
$212K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.77% |
$1.71K - $10.3K
|
5.12K
$321K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
38+ 0.46% |
$1.67K - $10K
|
8.27K
$518K
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
37+ 0.79% |
$1.62K - $9.74K
|
4.7K
$294K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
37+ 0.86% |
$1.62K - $9.74K
|
4.32K
$270K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
36+ 0.48% |
$1.58K - $9.48K
|
7.5K
$470K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 1.98% |
$1.58K - $9.48K
|
1.85K
$116K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
35New |
$1.53K - $9.21K
|
35
$2.19K
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
35+ 1.7% |
$1.53K - $9.21K
|
2.09K
$131K
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
35+ 0.19% |
$1.53K - $9.21K
|
18.1K
$1.13M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
34+ 1.46% |
$1.49K - $8.95K
|
2.36K
$148K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
34+ 5.8% |
$1.49K - $8.95K
|
620
$38.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
32New |
$1.4K - $8.42K
|
32
$2.01K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
31+ 3.45% |
$1.36K - $8.16K
|
929
$58.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
30+ 1.03% |
$1.32K - $7.9K
|
2.94K
$184K
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
30+ 0.85% |
$1.32K - $7.9K
|
3.54K
$222K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
29+ 0.4% |
$1.27K - $7.64K
|
7.24K
$454K
|
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
29+ 1.6% |
$1.27K - $7.64K
|
1.84K
$115K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
29+ 0.82% |
$1.27K - $7.64K
|
3.59K
$225K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
29+ 5.52% |
$1.27K - $7.64K
|
554
$34.7K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
28+ 7.93% |
$1.23K - $7.37K
|
381
$23.9K
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
27+ 0.02% |
$1.18K - $7.11K
|
152K
$9.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
26+ 1.09% |
$1.14K - $6.85K
|
2.4K
$151K
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
26+ 2.41% |
$1.14K - $6.85K
|
1.1K
$69.2K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
26+ 0.84% |
$1.14K - $6.85K
|
3.13K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 1.41% |
$1.14K - $6.85K
|
1.86K
$117K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
25+ 2.37% |
$1.1K - $6.58K
|
1.08K
$67.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
25+ 0.3% |
$1.1K - $6.58K
|
8.5K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.27% |
$1.1K - $6.58K
|
9.14K
$573K
|
|
|
Nov 14, 2022
Q3 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
25+ 0.6% |
$1.1K - $6.58K
|
4.16K
$261K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
24+ 0.75% |
$1.05K - $6.32K
|
3.23K
$202K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
24+ 1.33% |
$1.05K - $6.32K
|
1.83K
$115K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
23+ 2.25% |
$1.01K - $6.06K
|
1.05K
$65.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
22+ 1.24% |
$965 - $5.79K
|
1.79K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
21+ 1.05% |
$921 - $5.53K
|
2.02K
$127K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
BUY
|
- |
21+ 1.19% |
$921 - $5.53K
|
1.79K
$112K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
20+ 0.8% |
$877 - $5.27K
|
2.52K
$158K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
20+ 0.04% |
$877 - $5.27K
|
49.4K
$3.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
20+ 0.18% |
$877 - $5.27K
|
11.3K
$705K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
20+ 0.46% |
$877 - $5.27K
|
4.36K
$273K
|