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 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-416- 2.35% |
$18.2K - $110K
|
17.3K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-421- 4.06% |
$18.5K - $111K
|
9.94K
$622K
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-422- 11.72% |
$18.5K - $111K
|
3.18K
$199K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-426- 1.53% |
$18.7K - $112K
|
27.4K
$1.71M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-426- 2.03% |
$18.7K - $112K
|
20.5K
$1.29M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-434- 2.38% |
$19K - $114K
|
17.8K
$1.11M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-435Closed |
$19.1K - $115K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-440- 12.87% |
$19.3K - $116K
|
2.98K
$187K
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-441- 12.91% |
$19.3K - $116K
|
2.98K
$186K
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
SELL
|
- |
-449- 30.5% |
$19.7K - $118K
|
1.02K
$64.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
SELL
|
- |
-449- 6.01% |
$19.7K - $118K
|
7.02K
$439K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-456- 10.76% |
$20K - $120K
|
3.78K
$237K
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-456- 11.31% |
$20K - $120K
|
3.58K
$224K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-457- 6.04% |
$20K - $120K
|
7.1K
$445K
|
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-461- 0.15% |
$20.2K - $121K
|
317K
$19.9M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-461- 0.95% |
$20.2K - $121K
|
47.9K
$3M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-465- 24.44% |
$20.4K - $122K
|
1.44K
$90K
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-465- 0.92% |
$20.4K - $122K
|
50.2K
$3.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-470- 0.97% |
$20.6K - $124K
|
48.1K
$3.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-470- 1.17% |
$20.6K - $124K
|
39.8K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-470- 17.89% |
$20.6K - $124K
|
2.16K
$135K
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-479- 1.23% |
$21K - $126K
|
38.3K
$2.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-483- 3.23% |
$21.2K - $127K
|
14.5K
$907K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-488- 2.38% |
$21.4K - $128K
|
20K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-494- 2.68% |
$21.7K - $130K
|
17.9K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-500- 3.5% |
$21.9K - $132K
|
13.8K
$863K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-502- 1.54% |
$22K - $132K
|
32.1K
$2.01M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-504- 16.26% |
$22.1K - $133K
|
2.6K
$162K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-507- 7.18% |
$22.2K - $133K
|
6.55K
$410K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-513- 8.71% |
$22.5K - $135K
|
5.38K
$337K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-514- 18.69% |
$22.5K - $135K
|
2.24K
$140K
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-517- 7.41% |
$22.7K - $136K
|
6.46K
$405K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-521- 5.61% |
$22.8K - $137K
|
8.76K
$549K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
SELL
|
- |
-524- 7.87% |
$23K - $138K
|
6.14K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-536- 1.09% |
$23.5K - $141K
|
48.8K
$3.06M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-548- 3.09% |
$24K - $144K
|
17.2K
$1.08M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-549- 0.39% |
$24.1K - $145K
|
141K
$8.81M
|
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
SELL
|
- |
-550- 32.93% |
$24.1K - $145K
|
1.12K
$70.1K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-551- 2.1% |
$24.2K - $145K
|
25.7K
$1.61M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-553- 7.47% |
$24.2K - $146K
|
6.85K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-553- 13.23% |
$24.2K - $146K
|
3.63K
$227K
|
|
|
Nov 09, 2022
Q3 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-554- 5.73% |
$24.3K - $146K
|
9.12K
$571K
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-565- 1.63% |
$24.8K - $149K
|
34.2K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-566- 8.15% |
$24.8K - $149K
|
6.38K
$399K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-567- 0.9% |
$24.9K - $149K
|
62.7K
$3.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-575- 1.17% |
$25.2K - $151K
|
48.6K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-580- 0.79% |
$25.4K - $153K
|
72.4K
$4.54M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-582- 4.68% |
$25.5K - $153K
|
11.9K
$743K
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-591- 1.86% |
$25.9K - $156K
|
31.2K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-593- 20.58% |
$26K - $156K
|
2.29K
$143K
|