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
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-286- 5.37% |
$12.5K - $75.3K
|
5.04K
$315K
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-287- 5.45% |
$12.6K - $75.6K
|
4.98K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-287- 1.69% |
$12.6K - $75.6K
|
16.7K
$1.05M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-288- 1.07% |
$12.6K - $75.8K
|
26.6K
$1.67M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-288- 1.07% |
$12.6K - $75.8K
|
26.6K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-289- 15.34% |
$12.7K - $76.1K
|
1.6K
$99.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-290- 10.58% |
$12.7K - $76.4K
|
2.45K
$153K
|
|
|
Oct 25, 2022
Q3 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-295- 0.19% |
$12.9K - $77.7K
|
155K
$9.71M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-298- 1.42% |
$13.1K - $78.5K
|
20.7K
$1.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-300- 0.15% |
$13.2K - $79K
|
203K
$12.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-303- 7.63% |
$13.3K - $79.8K
|
3.67K
$230K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-307- 0.36% |
$13.5K - $80.8K
|
83.8K
$5.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-308- 1.22% |
$13.5K - $81.1K
|
24.9K
$1.56M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-312- 0.38% |
$13.7K - $82.1K
|
82K
$5.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-313- 2.98% |
$13.7K - $82.4K
|
10.2K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-315- 5.22% |
$13.8K - $82.9K
|
5.72K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-317- 0.91% |
$13.9K - $83.5K
|
34.7K
$2.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-318- 0.88% |
$13.9K - $83.7K
|
35.9K
$2.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-322- 0.39% |
$14.1K - $84.8K
|
81.4K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-322- 8.92% |
$14.1K - $84.8K
|
3.29K
$206K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-324- 1.76% |
$14.2K - $85.3K
|
18.1K
$1.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Ade, LLC
|
SELL
|
- |
-326- 20.62% |
$14.3K - $85.8K
|
1.26K
$78.6K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-328- 98.8% |
$14.4K - $86.4K
|
4
$250
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-333- 7.85% |
$14.6K - $87.7K
|
3.91K
$245K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-334- 2.22% |
$14.6K - $87.9K
|
14.7K
$923K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-344- 14.25% |
$15.1K - $90.6K
|
2.07K
$130K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-345- 8.86% |
$15.1K - $90.8K
|
3.55K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-346- 1.74% |
$15.2K - $91.1K
|
19.5K
$1.22M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-347- 2.56% |
$15.2K - $91.4K
|
13.2K
$826K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-352- 0.23% |
$15.4K - $92.7K
|
154K
$9.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-354- 22.28% |
$15.5K - $93.2K
|
1.24K
$77.3K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-361- 8.18% |
$15.8K - $95K
|
4.05K
$254K
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-365- 5.6% |
$16K - $96.1K
|
6.15K
$385K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-365- 6.01% |
$16K - $96.1K
|
5.71K
$358K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-373- 0.29% |
$16.4K - $98.2K
|
127K
$7.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-377- 2.3% |
$16.5K - $99.3K
|
16K
$1M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-378- 4.11% |
$16.6K - $99.5K
|
8.83K
$553K
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-378- 4.64% |
$16.6K - $99.5K
|
7.77K
$487K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-392- 0.45% |
$17.2K - $103K
|
85.9K
$5.38M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-395- 1.68% |
$17.3K - $104K
|
23.1K
$1.44M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-398- 8.57% |
$17.5K - $105K
|
4.25K
$266K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-399- 0.71% |
$17.5K - $105K
|
56.2K
$3.52M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-400- 0.22% |
$17.5K - $105K
|
184K
$11.5M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-401- 1.24% |
$17.6K - $106K
|
31.9K
$2M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-401- 8.3% |
$17.6K - $106K
|
4.43K
$277K
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-402- 10.74% |
$17.6K - $106K
|
3.34K
$209K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-403- 18.96% |
$17.7K - $106K
|
1.72K
$108K
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-405- 0.33% |
$17.8K - $107K
|
124K
$7.74M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-406- 5.49% |
$17.8K - $107K
|
6.99K
$438K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-413- 3.98% |
$18.1K - $109K
|
9.96K
$623K
|