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 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-899- 10.16% |
$39.4K - $237K
|
7.95K
$498K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-902- 2.34% |
$39.6K - $237K
|
37.6K
$2.35M
|
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-912Closed |
$40K - $240K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-921- 22.87% |
$40.4K - $242K
|
3.11K
$194K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-944- 7.77% |
$41.4K - $249K
|
11.2K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-945- 4.0% |
$41.4K - $249K
|
22.7K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-957- 27.41% |
$42K - $252K
|
2.53K
$159K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-970- 7.96% |
$42.5K - $255K
|
11.2K
$702K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-985- 7.47% |
$43.2K - $259K
|
12.2K
$764K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-994- 35.0% |
$43.6K - $262K
|
1.85K
$116K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-999- 21.41% |
$43.8K - $263K
|
3.67K
$230K
|
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 20.0% |
$43.9K - $263K
|
4K
$250K
|
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1K- 32.72% |
$44K - $264K
|
2.06K
$129K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.01K- 7.65% |
$44.3K - $266K
|
12.2K
$763K
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.01K- 16.41% |
$44.3K - $266K
|
5.14K
$322K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.01K- 4.31% |
$44.4K - $266K
|
22.5K
$1.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.03K- 11.75% |
$45.2K - $271K
|
7.75K
$485K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-1.06K- 0.06% |
$46.4K - $279K
|
1.85M
$116M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.08K- 12.83% |
$47.4K - $285K
|
7.35K
$460K
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.09K- 0.3% |
$47.6K - $286K
|
360K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.09K- 0.51% |
$47.6K - $286K
|
210K
$13.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$48.6K - $292K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-1.11K- 15.68% |
$48.8K - $293K
|
5.98K
$375K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.16K- 4.36% |
$50.7K - $304K
|
25.3K
$1.59M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.16K- 16.08% |
$51K - $306K
|
6.08K
$380K
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 11.6% |
$51.2K - $307K
|
8.89K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.18K- 8.27% |
$51.6K - $310K
|
13.1K
$818K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.19KClosed |
$52.1K - $313K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.2K- 2.0% |
$52.5K - $315K
|
58.7K
$3.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.22K- 2.09% |
$53.5K - $321K
|
57.1K
$3.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
SELL
|
- |
-1.23K- 0.78% |
$53.8K - $323K
|
155K
$9.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.25K- 54.03% |
$54.7K - $329K
|
1.06K
$66.5K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.26K- 0.94% |
$55.2K - $331K
|
133K
$8.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.26K- 2.34% |
$55.4K - $333K
|
52.6K
$3.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.27K- 0.3% |
$55.5K - $333K
|
419K
$26.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.27K- 9.9% |
$55.8K - $335K
|
11.6K
$726K
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.28K- 78.08% |
$55.9K - $336K
|
358
$22.4K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.28K- 7.82% |
$56K - $336K
|
15.1K
$944K
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.29K- 77.8% |
$56.4K - $339K
|
367
$23K
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.38K- 7.13% |
$60.3K - $362K
|
17.9K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.38K- 2.78% |
$60.4K - $363K
|
48.2K
$3.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.4K- 6.02% |
$61.2K - $368K
|
21.8K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.4K- 5.18% |
$61.5K - $369K
|
25.7K
$1.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-1.43K- 0.8% |
$62.6K - $376K
|
177K
$11.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.44K- 10.62% |
$63.3K - $380K
|
12.2K
$761K
|
|
|
Oct 13, 2022
Q3 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.46K- 0.7% |
$64.2K - $385K
|
209K
$13.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.46KClosed |
$64.2K - $385K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.48K- 30.54% |
$64.7K - $388K
|
3.35K
$210K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.48K- 2.34% |
$64.9K - $389K
|
61.8K
$3.87M
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.48K- 2.44% |
$64.9K - $390K
|
59.2K
$3.7M
|