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 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.72K- 8.95% |
$207K - $1.24M
|
48.1K
$3.02M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.72K- 92.72% |
$207K - $1.24M
|
371
$23.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-4.73K- 37.0% |
$207K - $1.25M
|
8.06K
$507K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-4.8K- 21.53% |
$211K - $1.26M
|
17.5K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.84K- 3.41% |
$212K - $1.27M
|
137K
$8.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.91K- 3.73% |
$215K - $1.29M
|
127K
$7.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Verde Capital Management
|
SELL
|
- |
-5.1K- 6.1% |
$224K - $1.34M
|
78.4K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.26K- 22.34% |
$231K - $1.38M
|
18.3K
$1.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-5.26K- 7.2% |
$231K - $1.39M
|
67.8K
$4.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.47K- 64.43% |
$240K - $1.44M
|
3.02K
$190K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.6K- 65.77% |
$246K - $1.48M
|
2.92K
$183K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-5.8K- 77.74% |
$254K - $1.53M
|
1.66K
$104K
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-5.83K- 8.31% |
$256K - $1.54M
|
64.4K
$4.05M
|
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.88K- 6.76% |
$258K - $1.55M
|
81.1K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.98K- 2.24% |
$262K - $1.57M
|
261K
$16.4M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.98K- 2.24% |
$262K - $1.57M
|
261K
$16.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.14K- 4.99% |
$269K - $1.62M
|
117K
$7.35M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-6.17K- 4.21% |
$270K - $1.62M
|
140K
$8.84M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-6.4K- 20.05% |
$280K - $1.68M
|
25.5K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.72KClosed |
$295K - $1.77M
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-6.74K- 6.92% |
$295K - $1.77M
|
90.7K
$5.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.86K- 0.57% |
$301K - $1.81M
|
1.2M
$75.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-6.91K- 45.3% |
$303K - $1.82M
|
8.35K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-6.96K- 4.66% |
$305K - $1.83M
|
142K
$8.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-7.09K- 5.7% |
$311K - $1.87M
|
117K
$7.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-7.14K- 31.97% |
$313K - $1.88M
|
15.2K
$955K
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.29K- 43.62% |
$320K - $1.92M
|
9.43K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.51K- 5.05% |
$329K - $1.98M
|
141K
$8.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.54K- 18.84% |
$330K - $1.98M
|
32.5K
$2.04M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.63K- 83.13% |
$334K - $2.01M
|
1.55K
$97.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.76K- 7.44% |
$340K - $2.04M
|
96.5K
$6.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-8.17K- 7.79% |
$358K - $2.15M
|
96.7K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.24K- 3.81% |
$361K - $2.17M
|
208K
$13.1M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8.44K- 10.31% |
$370K - $2.22M
|
73.4K
$4.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-8.5K- 13.81% |
$373K - $2.24M
|
53K
$3.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-8.68K- 5.18% |
$381K - $2.29M
|
159K
$10M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-8.87K- 10.2% |
$389K - $2.33M
|
78.1K
$4.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-8.89K- 58.43% |
$390K - $2.34M
|
6.33K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.98K- 0.86% |
$394K - $2.36M
|
1.03M
$64.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-9.06KClosed |
$397K - $2.38M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.29K- 8.5% |
$407K - $2.45M
|
100K
$6.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.42KClosed |
$413K - $2.48M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.55K- 8.46% |
$419K - $2.51M
|
103K
$6.49M
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-9.82K- 40.02% |
$431K - $2.59M
|
14.7K
$926K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.83K- 46.44% |
$431K - $2.59M
|
11.3K
$713K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-9.85K- 10.5% |
$432K - $2.59M
|
84K
$5.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.92K- 3.83% |
$435K - $2.61M
|
249K
$15.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10.4K- 35.9% |
$454K - $2.73M
|
18.5K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-10.7K- 3.11% |
$469K - $2.81M
|
334K
$21M
|
|
|
Oct 25, 2022
Q3 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-11.4K- 14.94% |
$502K - $3.01M
|
65.1K
$4.1M
|