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 10, 2022
Q3 2022
|
Bank Ozk
|
SELL
|
- |
-187- 13.16% |
$8.2K - $49.2K
|
1.23K
$77.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-190- 1.04% |
$8.33K - $50K
|
18.2K
$1.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-200- 9.79% |
$8.77K - $52.7K
|
1.84K
$115K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 2.37% |
$8.77K - $52.7K
|
8.22K
$515K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-200- 0.96% |
$8.77K - $52.7K
|
20.7K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-202- 9.09% |
$8.86K - $53.2K
|
2.02K
$126K
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-209- 7.84% |
$9.16K - $55K
|
2.46K
$154K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-209- 8.0% |
$9.16K - $55K
|
2.4K
$150K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-209- 0.01% |
$9.16K - $55K
|
1.51M
$94.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-212- 2.74% |
$9.3K - $55.8K
|
7.52K
$471K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-215- 12.6% |
$9.43K - $56.6K
|
1.49K
$93.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-215- 4.18% |
$9.43K - $56.6K
|
4.93K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-218- 21.04% |
$9.56K - $57.4K
|
818
$51.2K
|
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-221- 0.65% |
$9.69K - $58.2K
|
33.9K
$2.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-221- 6.37% |
$9.69K - $58.2K
|
3.25K
$203K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-222- 1.68% |
$9.73K - $58.4K
|
13K
$812K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-223- 10.49% |
$9.78K - $58.7K
|
1.9K
$119K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-224- 8.41% |
$9.82K - $59K
|
2.44K
$153K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-224- 13.33% |
$9.82K - $59K
|
1.46K
$91.2K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-225- 6.02% |
$9.87K - $59.2K
|
3.51K
$220K
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-225- 1.23% |
$9.87K - $59.2K
|
18K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-225- 6.17% |
$9.87K - $59.2K
|
3.42K
$214K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-225- 0.58% |
$9.87K - $59.2K
|
38.3K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-226- 9.8% |
$9.91K - $59.5K
|
2.08K
$130K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-228- 2.85% |
$10K - $60K
|
7.77K
$486K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-230- 5.56% |
$10.1K - $60.6K
|
3.91K
$245K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-232- 0.63% |
$10.2K - $61.1K
|
36.7K
$2.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-232- 7.2% |
$10.2K - $61.1K
|
2.99K
$187K
|
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
SELL
|
- |
-236- 1.93% |
$10.3K - $62.1K
|
12K
$751K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-238- 3.37% |
$10.4K - $62.7K
|
6.83K
$427K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-240- 15.11% |
$10.5K - $63.2K
|
1.35K
$84.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-240- 16.76% |
$10.5K - $63.2K
|
1.19K
$74.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-246- 1.15% |
$10.8K - $64.8K
|
21.1K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-246- 3.03% |
$10.8K - $64.8K
|
7.87K
$493K
|
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-247- 0.88% |
$10.8K - $65K
|
27.7K
$1.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-250- 3.66% |
$11K - $65.8K
|
6.58K
$412K
|
|
|
Oct 19, 2022
Q3 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-255- 0.49% |
$11.2K - $67.1K
|
51.8K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-259- 2.64% |
$11.4K - $68.2K
|
9.56K
$599K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-260- 6.63% |
$11.4K - $68.5K
|
3.66K
$229K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-261- 6.48% |
$11.4K - $68.7K
|
3.77K
$236K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-261- 1.55% |
$11.4K - $68.7K
|
16.5K
$1.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-262- 3.76% |
$11.5K - $69K
|
6.7K
$419K
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-262- 2.48% |
$11.5K - $69K
|
10.3K
$645K
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-268- 3.31% |
$11.8K - $70.6K
|
7.82K
$490K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-269- 0.24% |
$11.8K - $70.8K
|
112K
$7.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-279- 0.77% |
$12.2K - $73.5K
|
35.8K
$2.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-279- 5.65% |
$12.2K - $73.5K
|
4.66K
$292K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-282- 1.08% |
$12.4K - $74.2K
|
25.8K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-285- 0.65% |
$12.5K - $75K
|
43.8K
$2.74M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-286- 1.64% |
$12.5K - $75.3K
|
17.2K
$1.08M
|