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 |
|---|---|---|---|---|---|---|---|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-26- 0.02% |
$1.14K - $6.85K
|
114K
$7.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-27- 0.43% |
$1.18K - $7.11K
|
6.23K
$408K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-28- 0.64% |
$1.23K - $7.37K
|
4.36K
$285K
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-30- 1.87% |
$1.32K - $7.9K
|
1.58K
$103K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.82% |
$1.36K - $8.16K
|
1.67K
$110K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-31- 0.43% |
$1.36K - $8.16K
|
7.1K
$465K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-32- 1.07% |
$1.4K - $8.42K
|
2.97K
$195K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-33- 0.37% |
$1.45K - $8.69K
|
8.95K
$586K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-33- 1.92% |
$1.45K - $8.69K
|
1.68K
$110K
|
|
|
Oct 21, 2022
Q3 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-34- 0.23% |
$1.49K - $8.95K
|
14.8K
$967K
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-35- 1.69% |
$1.53K - $9.21K
|
2.03K
$133K
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-36- 1.26% |
$1.58K - $9.48K
|
2.81K
$184K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-36- 2.01% |
$1.58K - $9.48K
|
1.75K
$115K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-36- 1.24% |
$1.58K - $9.48K
|
2.87K
$188K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-37- 0.98% |
$1.62K - $9.74K
|
3.75K
$245K
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-38- 0.27% |
$1.67K - $10K
|
14.3K
$933K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-39- 0.68% |
$1.71K - $10.3K
|
5.73K
$375K
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.81% |
$1.71K - $10.3K
|
4.78K
$313K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-40- 0.67% |
$1.75K - $10.5K
|
5.96K
$390K
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-40- 0.35% |
$1.75K - $10.5K
|
11.5K
$754K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-41- 4.33% |
$1.8K - $10.8K
|
906
$59.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-42- 5.34% |
$1.84K - $11.1K
|
745
$48.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-43- 1.78% |
$1.89K - $11.3K
|
2.37K
$155K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-45- 2.44% |
$1.97K - $11.8K
|
1.8K
$118K
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-46- 0.01% |
$2.02K - $12.1K
|
720K
$47.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-47- 2.0% |
$2.06K - $12.4K
|
2.31K
$151K
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-47- 2.46% |
$2.06K - $12.4K
|
1.86K
$122K
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-48- 10.32% |
$2.1K - $12.6K
|
417
$27.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-50- 0.89% |
$2.19K - $13.2K
|
5.54K
$363K
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-50- 3.27% |
$2.19K - $13.2K
|
1.48K
$96.9K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-50- 1.53% |
$2.19K - $13.2K
|
3.23K
$211K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-51- 0.08% |
$2.24K - $13.4K
|
65.2K
$4.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-51- 3.93% |
$2.24K - $13.4K
|
1.25K
$81.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-51- 3.36% |
$2.24K - $13.4K
|
1.47K
$96K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-51- 1.76% |
$2.24K - $13.4K
|
2.85K
$187K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-52- 1.3% |
$2.28K - $13.7K
|
3.93K
$258K
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-53- 2.84% |
$2.32K - $14K
|
1.81K
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-53- 0.36% |
$2.32K - $14K
|
14.7K
$960K
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-55- 0.89% |
$2.41K - $14.5K
|
6.15K
$403K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-56- 3.97% |
$2.46K - $14.7K
|
1.36K
$88.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-56- 2.19% |
$2.46K - $14.7K
|
2.5K
$164K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-56- 20.82% |
$2.46K - $14.7K
|
213
$13.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-56- 0.21% |
$2.46K - $14.7K
|
26.8K
$1.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-56- 0.22% |
$2.46K - $14.7K
|
25.2K
$1.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-56- 2.17% |
$2.46K - $14.7K
|
2.53K
$165K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-57- 1.12% |
$2.5K - $15K
|
5.03K
$330K
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-57- 0.33% |
$2.5K - $15K
|
17.1K
$1.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-58- 20.71% |
$2.54K - $15.3K
|
222
$14.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-58- 0.67% |
$2.54K - $15.3K
|
8.6K
$563K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-59- 5.73% |
$2.59K - $15.5K
|
970
$63.5K
|