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 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3+ 0.11% |
$132 - $790
|
2.61K
$164K
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3+ 0.75% |
$132 - $790
|
401
$25.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$132 - $790
|
1.55K
$97.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3+ 0.21% |
$132 - $790
|
1.43K
$89.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3+ 0.17% |
$132 - $790
|
1.72K
$108K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.04% |
$132 - $790
|
8K
$501K
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.14% |
$87.7 - $527
|
1.48K
$92.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$87.7 - $527
|
1.31K
$82K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2+ 0.23% |
$87.7 - $527
|
889
$55.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.09% |
$87.7 - $527
|
2.12K
$133K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.07% |
$43.9 - $263
|
1.43K
$89.3K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.01% |
$43.9 - $263
|
6.69K
$419K
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
BUY
|
- |
1+ 0.02% |
$43.9 - $263
|
6.44K
$404K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.0% |
$43.9 - $263
|
39.7K
$2.49M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$43.9 - $263
|
2.93K
$184K
|
|
|
Nov 08, 2022
Q3 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1+ 0.08% |
$43.9 - $263
|
1.29K
$80.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.02% |
$43.9 - $263
|
4.14K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$43.9 - $263
|
8.81K
$552K
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.04% |
$43.9 - $263
|
2.62K
$164K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$43.9 - $263
|
1.07K
$66.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$43.9 - $263
|
4.18K
$262K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1- 0.02% |
$43.9 - $263
|
4.56K
$286K
|
|
|
Oct 18, 2022
Q3 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2- 0.11% |
$87.7 - $527
|
1.75K
$109K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- 1.64% |
$87.7 - $527
|
120
$7.52K
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-3- 0.29% |
$132 - $790
|
1.03K
$64.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-3- 0.03% |
$132 - $790
|
12K
$751K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-3- 0.01% |
$132 - $790
|
54K
$3.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3- 0.22% |
$132 - $790
|
1.39K
$87.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-4- 0.34% |
$175 - $1.05K
|
1.18K
$73.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-4- 0.44% |
$175 - $1.05K
|
895
$56.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4- 0.19% |
$175 - $1.05K
|
2.14K
$134K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-4- 0.25% |
$175 - $1.05K
|
1.59K
$99.4K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5- 0.45% |
$219 - $1.32K
|
1.1K
$69.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-5- 0.18% |
$219 - $1.32K
|
2.85K
$178K
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-5- 0.29% |
$219 - $1.32K
|
1.74K
$109K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
SELL
|
- |
-5- 0.3% |
$219 - $1.32K
|
1.68K
$105K
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-6- 0.03% |
$263 - $1.58K
|
17.7K
$1.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-6- 0.46% |
$263 - $1.58K
|
1.29K
$80.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6- 0.47% |
$263 - $1.58K
|
1.28K
$80.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-6- 0.43% |
$263 - $1.58K
|
1.38K
$86.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-7- 0.11% |
$307 - $1.84K
|
6.44K
$403K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7- 0.09% |
$307 - $1.84K
|
7.92K
$496K
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7- 0.31% |
$307 - $1.84K
|
2.22K
$139K
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9- 0.86% |
$395 - $2.37K
|
1.03K
$64.7K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-9- 13.04% |
$395 - $2.37K
|
60
$3.76K
|
|
|
Oct 14, 2022
Q3 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-9- 0.92% |
$395 - $2.37K
|
967
$60.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.5% |
$395 - $2.37K
|
592
$37.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 23.08% |
$395 - $2.37K
|
30
$1.88K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-9- 0.7% |
$395 - $2.37K
|
1.27K
$79.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9- 0.36% |
$395 - $2.37K
|
2.51K
$157K
|