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 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-122- 15.58% |
$5.35K - $32.1K
|
661
$41.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-122- 2.81% |
$5.35K - $32.1K
|
4.23K
$265K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-123- 1.29% |
$5.39K - $32.4K
|
9.43K
$591K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-125- 1.81% |
$5.48K - $32.9K
|
6.79K
$426K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-126- 1.25% |
$5.53K - $33.2K
|
9.97K
$624K
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-126- 17.55% |
$5.53K - $33.2K
|
592
$37.1K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-126- 3.98% |
$5.53K - $33.2K
|
3.04K
$190K
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-127- 5.17% |
$5.57K - $33.4K
|
2.33K
$146K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-128- 8.67% |
$5.61K - $33.7K
|
1.35K
$84.5K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-128- 12.67% |
$5.61K - $33.7K
|
882
$55.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-129- 3.93% |
$5.66K - $34K
|
3.15K
$198K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-130- 4.99% |
$5.7K - $34.2K
|
2.48K
$155K
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-131- 10.08% |
$5.74K - $34.5K
|
1.17K
$73.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-131- 4.76% |
$5.74K - $34.5K
|
2.62K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-132- 19.35% |
$5.79K - $34.8K
|
550
$34.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-135- 2.2% |
$5.92K - $35.5K
|
5.99K
$375K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-137- 2.57% |
$6.01K - $36.1K
|
5.18K
$325K
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-138- 1.99% |
$6.05K - $36.3K
|
6.81K
$427K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-139- 3.74% |
$6.1K - $36.6K
|
3.58K
$224K
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-140- 0.46% |
$6.14K - $36.9K
|
30.4K
$1.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-140- 8.62% |
$6.14K - $36.9K
|
1.48K
$93K
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-142- 0.73% |
$6.23K - $37.4K
|
19.2K
$1.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-143- 12.35% |
$6.27K - $37.6K
|
1.02K
$63.6K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-144- 4.18% |
$6.31K - $37.9K
|
3.3K
$207K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-145- 6.69% |
$6.36K - $38.2K
|
2.02K
$127K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-145- 4.04% |
$6.36K - $38.2K
|
3.45K
$216K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-149- 3.47% |
$6.53K - $39.2K
|
4.15K
$260K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-150- 0.9% |
$6.58K - $39.5K
|
16.4K
$1.03M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-150- 10.06% |
$6.58K - $39.5K
|
1.34K
$84K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-150- 6.22% |
$6.58K - $39.5K
|
2.26K
$142K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-156- 3.47% |
$6.84K - $41.1K
|
4.34K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-156- 12.34% |
$6.84K - $41.1K
|
1.11K
$69.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-157- 7.42% |
$6.88K - $41.3K
|
1.96K
$123K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-158- 2.06% |
$6.93K - $41.6K
|
7.5K
$470K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-160- 1.23% |
$7.02K - $42.1K
|
12.9K
$808K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-160- 12.02% |
$7.02K - $42.1K
|
1.17K
$73.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-161- 3.25% |
$7.06K - $42.4K
|
4.79K
$300K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-161- 1.03% |
$7.06K - $42.4K
|
15.5K
$973K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-161- 1.3% |
$7.06K - $42.4K
|
12.3K
$768K
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-162- 0.21% |
$7.1K - $42.7K
|
76.2K
$4.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-168- 0.48% |
$7.37K - $44.2K
|
35.2K
$2.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-169- 10.32% |
$7.41K - $44.5K
|
1.47K
$92K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-170- 7.55% |
$7.45K - $44.8K
|
2.08K
$131K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-175- 9.54% |
$7.67K - $46.1K
|
1.66K
$104K
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-176- 5.85% |
$7.72K - $46.3K
|
2.83K
$177K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-179- 6.84% |
$7.85K - $47.1K
|
2.44K
$153K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-180- 58.25% |
$7.89K - $47.4K
|
129
$8.08K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-183- 1.18% |
$8.02K - $48.2K
|
15.3K
$959K
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-185- 1.33% |
$8.11K - $48.7K
|
13.7K
$859K
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.8% |
$8.11K - $48.7K
|
10.1K
$631K
|