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 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.5KNew |
$461K - $2.77M
|
10.5K
$662K
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
10.3K+ 4.66% |
$449K - $2.7M
|
230K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
10.2KNew |
$447K - $2.69M
|
10.2K
$642K
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
10.1K+ 17.96% |
$445K - $2.67M
|
66.6K
$4.19M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.1K+ 0.81% |
$442K - $2.66M
|
1.26M
$79.3M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9.89K+ 3.73% |
$434K - $2.6M
|
275K
$17.3M
|
|
Oct 07, 2022
Q3 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
9.23K+ 31.87% |
$405K - $2.43M
|
38.2K
$2.4M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
9.19K+ 3.83% |
$403K - $2.42M
|
249K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
9K+ 20.22% |
$395K - $2.37M
|
53.5K
$3.37M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.92K+ 18.93% |
$391K - $2.35M
|
56K
$3.53M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.91KNew |
$391K - $2.35M
|
8.91K
$561K
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
8.91K+ 20.54% |
$391K - $2.35M
|
52.3K
$3.29M
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8.72K+ 22.21% |
$382K - $2.3M
|
48K
$3.02M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.66K+ 21.97% |
$380K - $2.28M
|
48.1K
$3.03M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.66K+ 35.58% |
$380K - $2.28M
|
33K
$2.08M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8.63K+ 6.1% |
$379K - $2.27M
|
150K
$9.45M
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.59K+ 1.99% |
$377K - $2.26M
|
441K
$27.7M
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.58K+ 1.71% |
$376K - $2.26M
|
511K
$32.1M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
8.32K+ 23.07% |
$365K - $2.19M
|
44.4K
$2.79M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
8.31K+ 3.5% |
$364K - $2.19M
|
245K
$15.4M
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.26K+ 5.47% |
$362K - $2.17M
|
159K
$10M
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
7.95K+ 15.91% |
$349K - $2.09M
|
57.9K
$3.64M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
7.92K+ 2.26% |
$347K - $2.08M
|
359K
$22.6M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.86K+ 1.4% |
$345K - $2.07M
|
569K
$35.8M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.81K+ 5.94% |
$342K - $2.06M
|
139K
$8.76M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.79K+ 6.76% |
$342K - $2.05M
|
123K
$7.73M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
7.77K+ 23.95% |
$341K - $2.05M
|
40.2K
$2.53M
|
|
Nov 03, 2022
Q3 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
7.7KNew |
$338K - $2.03M
|
7.7K
$485K
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
7.47K+ 3.09% |
$328K - $1.97M
|
250K
$15.7M
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
7.33K+ 225.38% |
$322K - $1.93M
|
10.6K
$666K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.21K+ 404.04% |
$316K - $1.9M
|
8.99K
$566K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.21K+ 404.04% |
$316K - $1.9M
|
8.99K
$566K
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
7.2K+ 96.42% |
$316K - $1.9M
|
14.7K
$923K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.13K+ 3.51% |
$313K - $1.88M
|
210K
$13.2M
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.12K+ 141.57% |
$312K - $1.87M
|
12.1K
$764K
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.02K+ 4.19% |
$308K - $1.85M
|
174K
$11M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.98K+ 66.62% |
$306K - $1.84M
|
17.5K
$1.1M
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
BUY
|
- |
6.98K+ 0.85% |
$306K - $1.84M
|
828K
$52.1M
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.93K+ 17.01% |
$304K - $1.82M
|
47.6K
$3M
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
6.74KNew |
$296K - $1.77M
|
6.74K
$424K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.7K+ 4.69% |
$294K - $1.76M
|
149K
$9.4M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.57K+ 16.19% |
$288K - $1.73M
|
47.2K
$2.97M
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.5KNew |
$285K - $1.71M
|
6.5K
$409K
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
6.45K+ 5.85% |
$283K - $1.7M
|
117K
$7.34M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.41K+ 44.0% |
$281K - $1.69M
|
21K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
6.37K+ 18.42% |
$279K - $1.68M
|
40.9K
$2.58M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.36K+ 23.26% |
$279K - $1.67M
|
33.7K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.29K+ 349.44% |
$276K - $1.66M
|
8.09K
$509K
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
BUY
|
- |
6.28K+ 2.74% |
$276K - $1.65M
|
236K
$14.8M
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
6.23K+ 7.17% |
$273K - $1.64M
|
93.1K
$5.85M
|