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 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
19+ 4.65% |
$833 - $5K
|
428
$26.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
19+ 45.24% |
$833 - $5K
|
61
$3.82K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19+ 0.28% |
$833 - $5K
|
6.76K
$424K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
19+ 0.21% |
$833 - $5K
|
9.04K
$566K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18New |
$789 - $4.74K
|
18
$1.13K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
18+ 0.21% |
$789 - $4.74K
|
8.45K
$529K
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
18+ 0.18% |
$789 - $4.74K
|
10.1K
$633K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 2.37% |
$789 - $4.74K
|
778
$48.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
16+ 0.49% |
$702 - $4.21K
|
3.28K
$205K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16+ 0.11% |
$702 - $4.21K
|
14.5K
$906K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.4% |
$658 - $3.95K
|
3.73K
$234K
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
15+ 1.44% |
$658 - $3.95K
|
1.06K
$66.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
BUY
|
- |
15New |
$658 - $3.95K
|
15
$940
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14+ 0.05% |
$614 - $3.69K
|
29.8K
$1.87M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
12+ 0.46% |
$526 - $3.16K
|
2.64K
$166K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12+ 0.89% |
$526 - $3.16K
|
1.36K
$84.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
11+ 0.31% |
$482 - $2.9K
|
3.61K
$226K
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
11+ 0.59% |
$482 - $2.9K
|
1.88K
$118K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
11+ 0.65% |
$482 - $2.9K
|
1.72K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11+ 0.4% |
$482 - $2.9K
|
2.76K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11+ 0.54% |
$482 - $2.9K
|
2.06K
$129K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
10+ 0.48% |
$439 - $2.63K
|
2.11K
$132K
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
10+ 0.46% |
$439 - $2.63K
|
2.21K
$138K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10+ 0.27% |
$439 - $2.63K
|
3.75K
$235K
|
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
BUY
|
- |
10+ 0.52% |
$439 - $2.63K
|
1.93K
$121K
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
10+ 1.64% |
$439 - $2.63K
|
620
$38.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9+ 0.04% |
$395 - $2.37K
|
23.9K
$1.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
8+ 0.05% |
$351 - $2.11K
|
16K
$1M
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.54% |
$351 - $2.11K
|
1.5K
$93.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
8+ 0.62% |
$351 - $2.11K
|
1.3K
$81.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
7+ 0.56% |
$307 - $1.84K
|
1.25K
$78.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 2.41% |
$307 - $1.84K
|
298
$18.7K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
7+ 0.32% |
$307 - $1.84K
|
2.21K
$138K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6+ 0.01% |
$263 - $1.58K
|
83.3K
$5.22M
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.63% |
$263 - $1.58K
|
956
$59.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
6+ 0.31% |
$263 - $1.58K
|
1.95K
$122K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
5+ 0.15% |
$219 - $1.32K
|
3.42K
$214K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
5+ 0.02% |
$219 - $1.32K
|
29.5K
$1.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
5+ 0.17% |
$219 - $1.32K
|
2.95K
$185K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 14.71% |
$219 - $1.32K
|
39
$2.44K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
5+ 0.06% |
$219 - $1.32K
|
8.54K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.24% |
$219 - $1.32K
|
2.13K
$133K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
BUY
|
- |
5+ 0.08% |
$219 - $1.32K
|
6K
$376K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.14% |
$219 - $1.32K
|
3.61K
$226K
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
4+ 0.22% |
$175 - $1.05K
|
1.79K
$112K
|
|
|
Oct 18, 2022
Q3 2022
|
Congress Park Capital LLC
|
BUY
|
- |
4+ 0.05% |
$175 - $1.05K
|
8.72K
$546K
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4+ 0.06% |
$175 - $1.05K
|
6.84K
$428K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
4+ 0.09% |
$175 - $1.05K
|
4.34K
$272K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
BUY
|
- |
3+ 0.04% |
$132 - $790
|
6.88K
$431K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3+ 0.09% |
$132 - $790
|
3.36K
$211K
|