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 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-9- 0.7% |
$395 - $2.37K
|
1.27K
$83.2K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-9- 0.78% |
$395 - $2.37K
|
1.15K
$75.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-10- 0.57% |
$439 - $2.63K
|
1.74K
$114K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.92% |
$439 - $2.63K
|
1.08K
$70.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-10- 0.56% |
$439 - $2.63K
|
1.77K
$116K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-10- 0.47% |
$439 - $2.63K
|
2.12K
$139K
|
|
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-10- 0.86% |
$439 - $2.63K
|
1.16K
$75.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-11- 0.17% |
$482 - $2.9K
|
6.54K
$428K
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 0.79% |
$482 - $2.9K
|
1.39K
$90.8K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-11- 0.68% |
$482 - $2.9K
|
1.61K
$105K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 0.53% |
$482 - $2.9K
|
2.05K
$134K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-12- 0.6% |
$526 - $3.16K
|
2K
$131K
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13- 0.63% |
$570 - $3.42K
|
2.05K
$134K
|
|
|
Oct 26, 2022
Q3 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-14- 0.41% |
$614 - $3.69K
|
3.4K
$222K
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-14- 0.59% |
$614 - $3.69K
|
2.36K
$154K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-14- 0.18% |
$614 - $3.69K
|
7.69K
$504K
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
SELL
|
- |
-15- 0.12% |
$658 - $3.95K
|
12.3K
$807K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-15- 0.39% |
$658 - $3.95K
|
3.85K
$252K
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-15- 0.07% |
$658 - $3.95K
|
21.8K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-15- 0.85% |
$658 - $3.95K
|
1.75K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16- 0.13% |
$702 - $4.21K
|
12.7K
$833K
|
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
SELL
|
- |
-17- 0.3% |
$745 - $4.48K
|
5.74K
$376K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-17- 1.28% |
$745 - $4.48K
|
1.31K
$86K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-17- 0.28% |
$745 - $4.48K
|
6.13K
$402K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17- 0.69% |
$745 - $4.48K
|
2.46K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-17- 0.52% |
$745 - $4.48K
|
3.25K
$213K
|
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
SELL
|
- |
-18- 3.1% |
$789 - $4.74K
|
563
$36.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-18Closed |
$789 - $4.74K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18- 0.79% |
$789 - $4.74K
|
2.27K
$148K
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-19- 0.4% |
$833 - $5K
|
4.72K
$309K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-19- 1.88% |
$833 - $5K
|
991
$64.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-20- 0.47% |
$877 - $5.27K
|
4.2K
$275K
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-20- 0.52% |
$877 - $5.27K
|
3.81K
$249K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-20- 1.05% |
$877 - $5.27K
|
1.88K
$123K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-20- 0.79% |
$877 - $5.27K
|
2.52K
$165K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-20- 1.06% |
$877 - $5.27K
|
1.86K
$122K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-20- 1.18% |
$877 - $5.27K
|
1.67K
$109K
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-21- 0.94% |
$921 - $5.53K
|
2.21K
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-21- 0.42% |
$921 - $5.53K
|
4.93K
$323K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-22- 0.45% |
$965 - $5.79K
|
4.87K
$319K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23- 71.88% |
$1.01K - $6.06K
|
9
$589
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-24- 0.64% |
$1.05K - $6.32K
|
3.74K
$245K
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-24- 0.58% |
$1.05K - $6.32K
|
4.08K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 2.46% |
$1.05K - $6.32K
|
953
$62.4K
|
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
SELL
|
- |
-25- 1.45% |
$1.1K - $6.58K
|
1.7K
$111K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-25- 9.8% |
$1.1K - $6.58K
|
230
$15.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-25- 0.37% |
$1.1K - $6.58K
|
6.79K
$445K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-25- 0.33% |
$1.1K - $6.58K
|
7.5K
$491K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-26- 0.37% |
$1.14K - $6.85K
|
7.06K
$462K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-26- 1.53% |
$1.14K - $6.85K
|
1.68K
$110K
|