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 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-61- 0.28% |
$2.67K - $16.1K
|
21.8K
$1.43M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-63- 7.88% |
$2.76K - $16.6K
|
736
$48.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-65- 6.22% |
$2.85K - $17.1K
|
980
$64.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-66- 2.84% |
$2.89K - $17.4K
|
2.26K
$148K
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-66- 0.24% |
$2.89K - $17.4K
|
28K
$1.83M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-68- 0.82% |
$2.98K - $17.9K
|
8.27K
$541K
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-69- 1.96% |
$3.03K - $18.2K
|
3.46K
$226K
|
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-69- 1.47% |
$3.03K - $18.2K
|
4.62K
$302K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-70- 1.59% |
$3.07K - $18.4K
|
4.33K
$283K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-70- 46.67% |
$3.07K - $18.4K
|
80
$5.24K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-74- 5.35% |
$3.24K - $19.5K
|
1.31K
$85.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-77- 2.3% |
$3.38K - $20.3K
|
3.27K
$214K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-79- 1.09% |
$3.46K - $20.8K
|
7.18K
$470K
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-79- 21.29% |
$3.46K - $20.8K
|
292
$19.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-80- 5.26% |
$3.51K - $21.1K
|
1.44K
$94.4K
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-80- 1.89% |
$3.51K - $21.1K
|
4.14K
$271K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-81- 2.72% |
$3.55K - $21.3K
|
2.9K
$190K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-82- 6.96% |
$3.6K - $21.6K
|
1.1K
$71.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-83- 2.2% |
$3.64K - $21.9K
|
3.7K
$242K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-84- 6.85% |
$3.68K - $22.1K
|
1.14K
$74.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Newton One Investments LLC
|
SELL
|
- |
-87- 0.67% |
$3.81K - $22.9K
|
13K
$849K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-87- 0.39% |
$3.81K - $22.9K
|
22.2K
$1.45M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-88- 3.24% |
$3.86K - $23.2K
|
2.62K
$172K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-91- 8.23% |
$3.99K - $24K
|
1.02K
$66.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-91- 1.06% |
$3.99K - $24K
|
8.53K
$558K
|
|
|
Oct 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-92- 1.37% |
$4.03K - $24.2K
|
6.61K
$433K
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-96- 3.55% |
$4.21K - $25.3K
|
2.61K
$171K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-97- 8.21% |
$4.25K - $25.5K
|
1.09K
$71K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-98- 4.0% |
$4.3K - $25.8K
|
2.35K
$154K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-98- 2.14% |
$4.3K - $25.8K
|
4.48K
$293K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
SELL
|
- |
-100- 1.85% |
$4.39K - $26.3K
|
5.31K
$348K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-100- 2.82% |
$4.39K - $26.3K
|
3.45K
$226K
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100- 1.76% |
$4.39K - $26.3K
|
5.59K
$366K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-102- 3.58% |
$4.47K - $26.9K
|
2.75K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-102- 0.07% |
$4.47K - $26.9K
|
150K
$9.85M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-103- 0.52% |
$4.52K - $27.1K
|
19.6K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-104- 1.18% |
$4.56K - $27.4K
|
8.69K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-105- 0.16% |
$4.6K - $27.6K
|
66.7K
$4.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.17% |
$4.69K - $28.2K
|
4.83K
$316K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-107- 1.24% |
$4.69K - $28.2K
|
8.54K
$559K
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-108- 0.76% |
$4.74K - $28.4K
|
14K
$919K
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-109- 10.39% |
$4.78K - $28.7K
|
940
$61.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-109- 0.41% |
$4.78K - $28.7K
|
26.6K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-109- 7.54% |
$4.78K - $28.7K
|
1.34K
$87.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-111- 11.27% |
$4.87K - $29.2K
|
874
$57.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-114- 13.83% |
$5K - $30K
|
710
$46.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-115- 6.81% |
$5.04K - $30.3K
|
1.57K
$103K
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-117- 2.59% |
$5.13K - $30.8K
|
4.4K
$288K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-120- 5.9% |
$5.26K - $31.6K
|
1.91K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-121- 0.07% |
$5.31K - $31.9K
|
171K
$11.2M
|