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 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.35K+ 32.31% |
$103K - $618K
|
9.61K
$605K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.34K+ 97.91% |
$103K - $616K
|
4.73K
$298K
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.33K+ 11.23% |
$102K - $613K
|
23.1K
$1.45M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2.31K+ 2.26% |
$101K - $609K
|
105K
$6.58M
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.3K+ 118.16% |
$101K - $605K
|
4.24K
$267K
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.29K+ 20.39% |
$100K - $602K
|
13.5K
$850K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.28K+ 148.79% |
$100K - $601K
|
3.82K
$240K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.26K+ 27.58% |
$99K - $594K
|
10.4K
$657K
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
2.24K+ 10.36% |
$98K - $589K
|
23.8K
$1.5M
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.23K+ 3.54% |
$97.7K - $587K
|
65.2K
$4.1M
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.22K+ 6.0% |
$97.4K - $585K
|
39.3K
$2.47M
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
2.19K+ 0.42% |
$95.9K - $576K
|
520K
$32.7M
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
2.13K+ 24.56% |
$93.3K - $560K
|
10.8K
$679K
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.1K+ 24.19% |
$92.1K - $553K
|
10.8K
$678K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 3.45% |
$91.9K - $552K
|
62.8K
$3.95M
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.09K+ 2.18% |
$91.5K - $549K
|
97.7K
$6.15M
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.08K+ 0.67% |
$91.3K - $548K
|
314K
$19.8M
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.08K+ 0.67% |
$91.3K - $548K
|
314K
$19.8M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.04KNew |
$89.5K - $537K
|
2.04K
$128K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.01K+ 1.39% |
$88.1K - $529K
|
147K
$9.26M
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.01KNew |
$88.1K - $529K
|
2.01K
$126K
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2KNew |
$87.9K - $528K
|
2K
$126K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2KNew |
$87.5K - $525K
|
2K
$126K
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.99K+ 13.44% |
$87.2K - $524K
|
16.8K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.95KNew |
$85.5K - $513K
|
1.95K
$123K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.94K+ 7.68% |
$85.1K - $511K
|
27.2K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.94K+ 13.11% |
$84.9K - $510K
|
16.7K
$1.05M
|
|
Oct 31, 2022
Q3 2022
|
Human Investing LLC
|
BUY
|
- |
1.92K+ 2.4% |
$84.1K - $505K
|
81.8K
$5.15M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.91K+ 8.12% |
$83.5K - $502K
|
25.4K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.88K+ 23.47% |
$82.5K - $495K
|
9.9K
$623K
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.87K+ 46.02% |
$81.9K - $492K
|
5.93K
$373K
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.87K+ 68.83% |
$81.8K - $491K
|
4.58K
$288K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.86K+ 73.29% |
$81.7K - $490K
|
4.41K
$277K
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.85K+ 6.15% |
$81K - $487K
|
31.9K
$2.01M
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.84K+ 3.43% |
$80.7K - $485K
|
55.5K
$3.49M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.84K+ 1.33% |
$80.6K - $484K
|
140K
$8.82M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 12.06% |
$80.2K - $482K
|
17K
$1.07M
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.82KNew |
$79.7K - $478K
|
1.82K
$114K
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.8K+ 1.17% |
$79.1K - $475K
|
156K
$9.85M
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.79K+ 15.98% |
$78.6K - $472K
|
13K
$819K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.79K+ 1.01% |
$78.5K - $472K
|
179K
$11.3M
|
|
Nov 01, 2022
Q3 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.78K+ 2.39% |
$78.1K - $469K
|
76.3K
$4.8M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.76K+ 4.46% |
$77.4K - $464K
|
41.4K
$2.6M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.76K+ 25.82% |
$77K - $462K
|
8.56K
$538K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.73K+ 4.44% |
$75.8K - $455K
|
40.7K
$2.56M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.73K+ 0.57% |
$75.7K - $455K
|
306K
$19.3M
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.72K+ 60.99% |
$75.4K - $453K
|
4.54K
$286K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 1.98% |
$75.2K - $451K
|
88.2K
$5.55M
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
1.71K+ 2.37% |
$75.1K - $451K
|
74.1K
$4.66M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.7K+ 8.15% |
$74.4K - $447K
|
22.5K
$1.42M
|