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 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.78KNew |
$166K - $996K
|
3.78K
$238K
|
|
Oct 17, 2022
Q3 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.74K+ 3.71% |
$164K - $985K
|
105K
$6.58M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.64K+ 16.79% |
$160K - $959K
|
25.3K
$1.59M
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
3.64K+ 3.48% |
$160K - $959K
|
108K
$6.82M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3.59K+ 3.13% |
$157K - $945K
|
118K
$7.45M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.53K+ 7.42% |
$155K - $930K
|
51.1K
$3.22M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.52K+ 11.86% |
$154K - $926K
|
33.2K
$2.09M
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.48K+ 11.03% |
$153K - $916K
|
35K
$2.2M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.48K+ 2.05% |
$153K - $916K
|
173K
$10.9M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.47K+ 2.4% |
$152K - $915K
|
148K
$9.31M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.46K+ 3.07% |
$152K - $910K
|
116K
$7.29M
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.38K+ 1.45% |
$148K - $890K
|
236K
$14.8M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.35K+ 0.03% |
$147K - $883K
|
11.9M
$748M
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
3.35K+ 152.09% |
$147K - $883K
|
5.56K
$350K
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
3.31KNew |
$145K - $873K
|
3.31K
$208K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3.28K+ 11.56% |
$144K - $863K
|
31.6K
$1.99M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.21K+ 5.82% |
$141K - $846K
|
58.4K
$3.68M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.21K+ 5.82% |
$141K - $846K
|
58.4K
$3.68M
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
3.2KNew |
$140K - $842K
|
3.2K
$201K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.15K+ 1.75% |
$138K - $829K
|
183K
$11.5M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.09K+ 56.15% |
$136K - $814K
|
8.6K
$541K
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.03K+ 5.5% |
$133K - $798K
|
58.1K
$3.66M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.01K+ 16.04% |
$132K - $792K
|
21.8K
$1.37M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.97K+ 9.41% |
$130K - $781K
|
34.5K
$2.17M
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
2.92K+ 26.06% |
$128K - $769K
|
14.1K
$889K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.9K+ 1.08% |
$127K - $765K
|
272K
$17.1M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
2.78K+ 2.72% |
$122K - $732K
|
105K
$6.61M
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.76KNew |
$121K - $728K
|
2.76K
$174K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.76K+ 2.04% |
$121K - $728K
|
138K
$8.71M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.76K+ 3.1% |
$121K - $726K
|
91.8K
$5.77M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.75K+ 139.59% |
$121K - $724K
|
4.72K
$297K
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
2.74K+ 9.78% |
$120K - $722K
|
30.8K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.74K+ 13.0% |
$120K - $721K
|
23.8K
$1.5M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
2.7K+ 12.57% |
$118K - $710K
|
24.1K
$1.52M
|
|
Oct 07, 2022
Q3 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
2.66K+ 10.28% |
$117K - $701K
|
28.5K
$1.8M
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.64KNew |
$116K - $696K
|
2.64K
$166K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.63K+ 13.02% |
$115K - $691K
|
22.8K
$1.43M
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.61KNew |
$114K - $687K
|
2.61K
$164K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
2.6K+ 55.52% |
$114K - $686K
|
7.29K
$459K
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.6K+ 1.94% |
$114K - $683K
|
136K
$8.56M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.58K+ 3.41% |
$113K - $680K
|
78.4K
$4.94M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.56K+ 3.16% |
$112K - $674K
|
83.4K
$5.25M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.56K+ 12.95% |
$112K - $673K
|
22.3K
$1.4M
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.56KNew |
$112K - $673K
|
2.56K
$161K
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
2.54K+ 2.44% |
$111K - $669K
|
106K
$6.7M
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
2.54K+ 60.79% |
$111K - $668K
|
6.71K
$422K
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.48KNew |
$109K - $654K
|
2.48K
$156K
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.44K+ 5.01% |
$107K - $643K
|
51.1K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2.44K+ 5.16% |
$107K - $642K
|
49.8K
$3.13M
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.42K+ 10.78% |
$106K - $638K
|
24.9K
$1.57M
|