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
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.5K- 57.34% |
$503K - $3.02M
|
8.54K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 0.89% |
$510K - $3.06M
|
1.29M
$81.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.4K- 9.13% |
$543K - $3.26M
|
123K
$7.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-12.7K- 8.35% |
$558K - $3.35M
|
140K
$8.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-14K- 7.7% |
$613K - $3.68M
|
167K
$10.5M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.3K- 4.77% |
$625K - $3.76M
|
285K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-14.4K- 21.87% |
$630K - $3.78M
|
51.3K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-14.4K- 1.22% |
$630K - $3.78M
|
1.16M
$73.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-14.4K- 62.37% |
$632K - $3.79M
|
8.69K
$547K
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-15.1K- 24.47% |
$660K - $3.96M
|
46.5K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17KClosed |
$745K - $4.47M
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-17.7K- 21.0% |
$775K - $4.65M
|
66.5K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-18.5K- 4.79% |
$810K - $4.86M
|
367K
$23.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.8K- 9.6% |
$826K - $4.96M
|
177K
$11.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.5K- 44.74% |
$944K - $5.67M
|
26.6K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-22.5K- 1.11% |
$988K - $5.93M
|
2.01M
$127M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.6K- 1.38% |
$993K - $5.96M
|
1.62M
$102M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.6K- 1.38% |
$993K - $5.96M
|
1.62M
$102M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-24.6K- 91.0% |
$1.08M - $6.48M
|
2.43K
$153K
|
|
|
Oct 21, 2022
Q3 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-24.8K- 4.71% |
$1.09M - $6.53M
|
501K
$31.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-25.2K- 27.02% |
$1.1M - $6.63M
|
68K
$4.28M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.2K- 2.66% |
$1.11M - $6.64M
|
923K
$58.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-27.8K- 36.52% |
$1.22M - $7.32M
|
48.4K
$3.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-30.6K- 7.43% |
$1.34M - $8.06M
|
381K
$24M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-32.3K- 29.84% |
$1.42M - $8.52M
|
76.1K
$4.79M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-33.2K- 9.9% |
$1.46M - $8.75M
|
302K
$19M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-33.7K- 34.47% |
$1.48M - $8.87M
|
64.1K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Ltg Capital LLC
|
SELL
|
- |
-35.4K- 94.52% |
$1.55M - $9.33M
|
2.05K
$129K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-35.9K- 0.82% |
$1.57M - $9.45M
|
4.32M
$272M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-41.4K- 10.24% |
$1.82M - $10.9M
|
363K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-41.8K- 39.34% |
$1.83M - $11M
|
64.5K
$4.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Pachira Investments Inc.
|
SELL
|
- |
-47.8K- 96.47% |
$2.1M - $12.6M
|
1.75K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-50.8K- 8.6% |
$2.23M - $13.4M
|
539K
$33.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-54.7K- 34.78% |
$2.4M - $14.4M
|
103K
$6.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-55.8K- 46.88% |
$2.45M - $14.7M
|
63.2K
$3.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.8K- 0.56% |
$2.71M - $16.3M
|
10.9M
$685M
|
|
|
Oct 18, 2022
Q3 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-73.2K- 98.57% |
$3.21M - $19.3M
|
1.06K
$66.7K
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-96.5K- 70.54% |
$4.23M - $25.4M
|
40.3K
$2.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-124K- 38.46% |
$5.43M - $32.6M
|
198K
$12.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-156K- 11.28% |
$6.85M - $41.1M
|
1.23M
$77.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-238K- 4.19% |
$10.4M - $62.6M
|
5.44M
$342M
|
|
|
Dec 15, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-287K- 98.44% |
$12.6M - $75.5M
|
4.54K
$285K
|