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 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.48K- 13.44% |
$65.1K - $391K
|
9.56K
$598K
|
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.49K- 26.14% |
$65.3K - $392K
|
4.21K
$264K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.49K- 1.73% |
$65.5K - $393K
|
85K
$5.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.5K- 1.19% |
$65.6K - $394K
|
124K
$7.76M
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.5K- 8.22% |
$65.6K - $394K
|
16.7K
$1.05M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.51K- 5.88% |
$66.1K - $397K
|
24.1K
$1.51M
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.51K- 13.26% |
$66.3K - $398K
|
9.89K
$619K
|
|
|
Sep 07, 2023
Q3 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.56KClosed |
$68.4K - $411K
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.57K- 20.05% |
$68.7K - $412K
|
6.24K
$391K
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.57K- 1.17% |
$68.9K - $414K
|
132K
$8.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.58K- 63.88% |
$69.3K - $416K
|
894
$56K
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.6K- 14.08% |
$69.9K - $420K
|
9.73K
$609K
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.6K- 27.38% |
$70.2K - $422K
|
4.25K
$266K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.63K- 1.82% |
$71.5K - $429K
|
87.8K
$5.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.64K- 19.77% |
$72.1K - $433K
|
6.67K
$418K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 20.37% |
$72.2K - $433K
|
6.44K
$403K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-1.73K- 2.85% |
$75.7K - $454K
|
58.9K
$3.69M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-1.75K- 16.16% |
$76.6K - $460K
|
9.06K
$567K
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-1.75K- 7.63% |
$76.7K - $461K
|
21.2K
$1.33M
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.76K- 9.95% |
$77K - $463K
|
15.9K
$996K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.78K- 26.59% |
$78.1K - $469K
|
4.91K
$308K
|
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.78K- 2.78% |
$78.2K - $470K
|
62.3K
$3.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.79K- 3.01% |
$78.6K - $472K
|
57.8K
$3.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.8K- 36.03% |
$78.8K - $473K
|
3.19K
$200K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.81K- 6.37% |
$79.2K - $476K
|
26.5K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.82K- 17.25% |
$80K - $480K
|
8.75K
$548K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 1.84% |
$80.2K - $482K
|
97.8K
$6.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.84K- 23.02% |
$80.5K - $483K
|
6.14K
$384K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.84K- 10.01% |
$80.6K - $484K
|
16.5K
$1.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.87K- 1.3% |
$82.1K - $493K
|
143K
$8.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.89K- 75.57% |
$83K - $498K
|
612
$38.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.89K- 2.57% |
$83.1K - $499K
|
71.7K
$4.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.91K- 62.41% |
$83.8K - $503K
|
1.15K
$72.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.95K- 63.96% |
$85.7K - $514K
|
1.1K
$68.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
SELL
|
- |
-1.96K- 38.99% |
$85.9K - $516K
|
3.07K
$192K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.04K- 26.32% |
$89.6K - $538K
|
5.72K
$358K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.06K- 5.63% |
$90.2K - $542K
|
34.5K
$2.16M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.09K- 4.96% |
$91.6K - $550K
|
40K
$2.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.1K- 31.5% |
$92K - $552K
|
4.56K
$286K
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.15K- 12.65% |
$94.2K - $566K
|
14.8K
$929K
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.16K- 8.15% |
$94.8K - $569K
|
24.4K
$1.53M
|
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.22K- 1.05% |
$97.1K - $583K
|
208K
$13.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.23K- 5.16% |
$97.8K - $587K
|
41K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.24K- 18.51% |
$98.1K - $589K
|
9.85K
$617K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.24K- 7.01% |
$98.4K - $591K
|
29.7K
$1.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.37K- 5.52% |
$104K - $625K
|
40.6K
$2.54M
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.39K- 12.11% |
$105K - $629K
|
17.3K
$1.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.51K- 0.72% |
$110K - $661K
|
345K
$21.6M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.52K- 0.75% |
$110K - $663K
|
335K
$21M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.58K- 23.43% |
$113K - $680K
|
8.43K
$528K
|