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 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-595- 2.45% |
$26.1K - $157K
|
23.7K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-600- 4.89% |
$26.3K - $158K
|
11.7K
$730K
|
|
|
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-601- 11.71% |
$26.4K - $158K
|
4.53K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-601- 4.78% |
$26.4K - $158K
|
12K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-607- 37.96% |
$26.6K - $160K
|
992
$62.1K
|
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-610- 1.71% |
$26.7K - $161K
|
35.1K
$2.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-613- 1.77% |
$26.9K - $161K
|
34K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-624- 8.03% |
$27.4K - $164K
|
7.15K
$448K
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-625- 1.52% |
$27.4K - $165K
|
40.5K
$2.54M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-631- 2.96% |
$27.7K - $166K
|
20.7K
$1.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-635- 0.67% |
$27.8K - $167K
|
94.3K
$5.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-646- 13.22% |
$28.3K - $170K
|
4.24K
$265K
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-646- 7.72% |
$28.3K - $170K
|
7.73K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-655- 14.01% |
$28.7K - $172K
|
4.02K
$252K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
SELL
|
- |
-658- 7.31% |
$28.9K - $173K
|
8.34K
$522K
|
|
|
Oct 18, 2022
Q3 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-682- 23.13% |
$29.9K - $180K
|
2.27K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-684- 18.35% |
$30K - $180K
|
3.04K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-692- 4.65% |
$30.3K - $182K
|
14.2K
$889K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-693- 7.05% |
$30.4K - $182K
|
9.14K
$572K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-700Closed |
$30.7K - $184K
|
0
$0
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-700- 71.07% |
$30.7K - $184K
|
285
$17.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-703- 6.5% |
$30.8K - $185K
|
10.1K
$633K
|
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-706- 2.13% |
$31K - $186K
|
32.5K
$2.03M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-707- 0.25% |
$31K - $186K
|
279K
$17.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-720- 12.17% |
$31.6K - $190K
|
5.19K
$325K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-720- 12.17% |
$31.6K - $190K
|
5.19K
$325K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-730- 20.52% |
$32K - $192K
|
2.83K
$177K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-730- 26.86% |
$32K - $192K
|
1.99K
$124K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-736- 3.06% |
$32.3K - $194K
|
23.3K
$1.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-747- 4.51% |
$32.8K - $197K
|
15.8K
$990K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-753- 1.79% |
$33K - $198K
|
41.3K
$2.59M
|
|
|
Oct 19, 2022
Q3 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-760- 47.41% |
$33.3K - $200K
|
843
$52.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-760- 0.83% |
$33.3K - $200K
|
90.3K
$5.65M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-765- 8.97% |
$33.5K - $201K
|
7.76K
$486K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-775- 2.04% |
$34K - $204K
|
37.3K
$2.33M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-798- 0.7% |
$35K - $210K
|
113K
$7.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-806- 9.3% |
$35.3K - $212K
|
7.86K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-815- 0.06% |
$35.7K - $215K
|
1.26M
$78.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-821- 28.41% |
$36K - $216K
|
2.07K
$130K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-829- 8.53% |
$36.4K - $218K
|
8.9K
$557K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-835- 1.47% |
$36.6K - $220K
|
55.8K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-841- 4.41% |
$36.9K - $221K
|
18.3K
$1.14M
|
|
|
Oct 21, 2022
Q3 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-846- 0.18% |
$37.1K - $223K
|
469K
$29.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-856- 1.94% |
$37.5K - $225K
|
43.2K
$2.7M
|
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
SELL
|
- |
-862- 4.3% |
$37.8K - $227K
|
19.2K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-865- 25.06% |
$37.9K - $228K
|
2.59K
$162K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-873- 6.02% |
$38.3K - $230K
|
13.6K
$853K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-877- 3.93% |
$38.5K - $231K
|
21.4K
$1.34M
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-885Closed |
$38.8K - $233K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-887- 41.16% |
$38.9K - $234K
|
1.27K
$79.4K
|