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 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.59K- 0.68% |
$113K - $681K
|
380K
$23.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.6K- 18.22% |
$114K - $685K
|
11.7K
$732K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.61K- 12.01% |
$114K - $687K
|
19.1K
$1.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.62K- 65.96% |
$115K - $690K
|
1.35K
$84.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.63K- 1.36% |
$116K - $693K
|
192K
$12M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.64K- 1.19% |
$116K - $694K
|
219K
$13.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
SELL
|
- |
-2.69K- 53.35% |
$118K - $709K
|
2.36K
$147K
|
|
|
Oct 12, 2022
Q3 2022
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-2.8K- 6.41% |
$123K - $736K
|
40.8K
$2.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.8K- 2.64% |
$123K - $738K
|
103K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.91K- 0.49% |
$127K - $765K
|
585K
$36.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.94K- 17.45% |
$129K - $773K
|
13.9K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.98KClosed |
$131K - $785K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.02K- 10.62% |
$133K - $796K
|
25.4K
$1.59M
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-3.11K- 35.53% |
$136K - $817K
|
5.63K
$353K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.17K- 13.78% |
$139K - $834K
|
19.8K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 29.22% |
$141K - $847K
|
7.79K
$488K
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.3K- 5.19% |
$145K - $870K
|
60.4K
$3.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.31K- 1.88% |
$145K - $873K
|
173K
$10.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.4K- 1.32% |
$149K - $896K
|
255K
$15.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.46K- 31.76% |
$152K - $911K
|
7.44K
$466K
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-3.52K- 11.94% |
$154K - $926K
|
25.9K
$1.62M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.54K- 50.45% |
$155K - $933K
|
3.48K
$218K
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.59K- 45.06% |
$157K - $945K
|
4.38K
$274K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.6K- 3.71% |
$158K - $948K
|
93.5K
$5.86M
|
|
|
Jun 20, 2024
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.61K- 7.76% |
$158K - $949K
|
42.9K
$2.68M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-3.61K- 11.11% |
$158K - $950K
|
28.8K
$1.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-3.62K- 4.99% |
$159K - $953K
|
68.9K
$4.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.63K- 14.54% |
$159K - $956K
|
21.3K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.69K- 1.02% |
$162K - $972K
|
357K
$22.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.72K- 1.55% |
$163K - $978K
|
236K
$14.8M
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-3.72K- 7.62% |
$163K - $980K
|
45.1K
$2.83M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-3.76K- 59.79% |
$165K - $990K
|
2.53K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.83K- 67.27% |
$168K - $1.01M
|
1.86K
$117K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.83K- 2.6% |
$168K - $1.01M
|
143K
$8.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.89K- 4.57% |
$171K - $1.02M
|
81.3K
$5.09M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.91K- 3.04% |
$171K - $1.03M
|
125K
$7.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.98K- 22.0% |
$174K - $1.05M
|
14.1K
$883K
|
|
|
Nov 09, 2022
Q3 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-3.99K- 15.49% |
$175K - $1.05M
|
21.8K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-4.04K- 37.09% |
$177K - $1.06M
|
6.85K
$429K
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-4.17K- 8.73% |
$183K - $1.1M
|
43.6K
$2.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-4.21K- 34.88% |
$185K - $1.11M
|
7.87K
$493K
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-4.24K- 7.57% |
$186K - $1.12M
|
51.8K
$3.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-4.3K- 61.72% |
$188K - $1.13M
|
2.66K
$167K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.3K- 48.9% |
$189K - $1.13M
|
4.49K
$281K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.33K- 8.95% |
$190K - $1.14M
|
44.1K
$2.76M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-4.4K- 5.7% |
$193K - $1.16M
|
72.9K
$4.56M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-4.43K- 34.57% |
$194K - $1.17M
|
8.38K
$525K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.44K- 34.7% |
$195K - $1.17M
|
8.36K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-4.54K- 10.84% |
$199K - $1.2M
|
37.4K
$2.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-4.65K- 88.34% |
$204K - $1.23M
|
614
$38.4K
|