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 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
25.4KNew |
$1.11M - $6.69M
|
25.4K
$1.6M
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
25.3K+ 18.73% |
$1.11M - $6.67M
|
161K
$10.1M
|
|
May 18, 2023
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
24.9K+ 34581.94% |
$1.09M - $6.56M
|
25K
$1.57M
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
24.4K+ 38.55% |
$1.07M - $6.41M
|
87.6K
$5.51M
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
24.1KNew |
$1.06M - $6.34M
|
24.1K
$1.51M
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
23.8KNew |
$1.05M - $6.28M
|
23.8K
$1.5M
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
BUY
|
- |
23.8K+ 118.86% |
$1.04M - $6.27M
|
43.8K
$2.76M
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
23.1K+ 970.18% |
$1.01M - $6.09M
|
25.5K
$1.61M
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
22.4K+ 27.36% |
$981K - $5.89M
|
104K
$6.55M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
21.8K+ 33.32% |
$958K - $5.75M
|
87.4K
$5.5M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
21.5K+ 17.23% |
$941K - $5.65M
|
146K
$9.19M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
21.1K+ 496.12% |
$924K - $5.55M
|
25.3K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
19.9K+ 23.69% |
$874K - $5.25M
|
104K
$6.55M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.8K+ 46.28% |
$869K - $5.22M
|
62.7K
$3.94M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18.7K+ 0.76% |
$820K - $4.92M
|
2.46M
$155M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.2K+ 3.82% |
$754K - $4.52M
|
467K
$29.4M
|
|
Nov 16, 2023
Q3 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
16.6K+ 100.03% |
$728K - $4.37M
|
33.2K
$2.09M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.3KNew |
$716K - $4.3M
|
16.3K
$1.03M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.3K+ 6.05% |
$715K - $4.29M
|
286K
$18M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2K+ 16.91% |
$712K - $4.27M
|
112K
$7.06M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.9K+ 3.32% |
$698K - $4.19M
|
495K
$31.2M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2K+ 47.86% |
$665K - $3.99M
|
46.8K
$2.95M
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
15K+ 13.4% |
$657K - $3.94M
|
127K
$7.97M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
14.4K+ 24.56% |
$630K - $3.79M
|
72.9K
$4.59M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
14.4K+ 16.61% |
$630K - $3.78M
|
101K
$6.35M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
14.1KNew |
$617K - $3.71M
|
14.1K
$886K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.8K+ 43.56% |
$607K - $3.64M
|
45.6K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.7K+ 13.4% |
$602K - $3.62M
|
116K
$7.31M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.6K+ 20.16% |
$595K - $3.57M
|
80.9K
$5.09M
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
13.4K+ 21.7% |
$586K - $3.52M
|
74.9K
$4.71M
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
13.3KNew |
$585K - $3.51M
|
13.3K
$839K
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.3K+ 3.91% |
$582K - $3.5M
|
353K
$22.2M
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 69.61% |
$582K - $3.49M
|
32.3K
$2.03M
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13.2K+ 581.41% |
$577K - $3.47M
|
15.4K
$971K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
13K+ 14.59% |
$571K - $3.43M
|
102K
$6.43M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12K+ 7.88% |
$525K - $3.15M
|
164K
$10.3M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11.9KNew |
$521K - $3.13M
|
11.9K
$748K
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 10.98% |
$513K - $3.08M
|
118K
$7.44M
|
|
Oct 13, 2022
Q3 2022
|
Chandler Asset Management, Inc.
|
BUY
|
- |
11.6K+ 6.06% |
$508K - $3.05M
|
203K
$12.7M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
11.5K+ 5.87% |
$506K - $3.04M
|
208K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.4K+ 0.18% |
$502K - $3.01M
|
6.47M
$407M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
11.4K+ 31.67% |
$501K - $3.01M
|
47.5K
$2.99M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$499K - $3M
|
11.4K
$717K
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
11.2KNew |
$492K - $2.95M
|
11.2K
$706K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.9K+ 35.83% |
$479K - $2.88M
|
41.4K
$2.61M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
10.7K+ 7.73% |
$470K - $2.82M
|
149K
$9.4M
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
10.6K+ 22.33% |
$465K - $2.79M
|
58.1K
$3.65M
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.6K+ 2.13% |
$464K - $2.78M
|
506K
$31.8M
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$463K - $2.78M
|
10.6K
$665K
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
10.5K+ 8.28% |
$462K - $2.78M
|
138K
$8.68M
|