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 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.7K+ 0.79% |
$74.3K - $446K
|
215K
$13.6M
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.69K+ 5.24% |
$74.3K - $446K
|
34K
$2.14M
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.68K+ 30.37% |
$73.6K - $442K
|
7.2K
$453K
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.67K+ 1.67% |
$73.2K - $439K
|
102K
$6.41M
|
|
Oct 28, 2022
Q3 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.64K+ 3.54% |
$71.7K - $430K
|
47.8K
$3.01M
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.63K+ 4.17% |
$71.5K - $429K
|
40.8K
$2.57M
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.63K+ 10.16% |
$71.3K - $428K
|
17.6K
$1.11M
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.63K+ 12.46% |
$71.3K - $428K
|
14.7K
$923K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.61KNew |
$70.7K - $425K
|
1.61K
$101K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.61K+ 0.36% |
$70.6K - $424K
|
452K
$28.4M
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.59K+ 5.94% |
$69.9K - $420K
|
28.5K
$1.79M
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.57K+ 11.91% |
$68.8K - $413K
|
14.7K
$928K
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
1.56KNew |
$68.6K - $412K
|
1.56K
$98.4K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.56K+ 2.88% |
$68.4K - $411K
|
55.6K
$3.5M
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.55K+ 5.49% |
$67.8K - $407K
|
29.7K
$1.87M
|
|
Oct 26, 2022
Q3 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.54K+ 1.31% |
$67.4K - $405K
|
119K
$7.51M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.53K+ 3.89% |
$67K - $403K
|
40.8K
$2.57M
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.53K+ 11.33% |
$66.9K - $402K
|
15K
$943K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.48K+ 6.9% |
$64.7K - $388K
|
22.8K
$1.44M
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.47K+ 3.43% |
$64.5K - $387K
|
44.3K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.46KNew |
$64.2K - $385K
|
1.46K
$92.1K
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.43K+ 31.28% |
$62.7K - $376K
|
6K
$377K
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.42K+ 26.02% |
$62.4K - $375K
|
6.89K
$434K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.41K+ 23.94% |
$62K - $372K
|
7.32K
$461K
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.41K+ 7.68% |
$61.7K - $370K
|
19.7K
$1.24M
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.41K+ 2.63% |
$61.7K - $370K
|
54.9K
$3.46M
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.37K+ 1.78% |
$60.1K - $361K
|
78.3K
$4.93M
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.36KNew |
$59.7K - $359K
|
1.36K
$85.7K
|
|
Nov 15, 2022
Q3 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.32K+ 1.83% |
$57.9K - $348K
|
73.3K
$4.61M
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.3K+ 13.12% |
$56.9K - $342K
|
11.2K
$704K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.29K+ 67.38% |
$56.6K - $340K
|
3.21K
$202K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.29K+ 1.65% |
$56.5K - $339K
|
79.3K
$4.99M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.28KNew |
$56.2K - $337K
|
1.28K
$80.6K
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.28K+ 50.74% |
$56K - $336K
|
3.79K
$239K
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.28K+ 21.95% |
$55.9K - $336K
|
7.08K
$446K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.28K+ 356.15% |
$55.9K - $336K
|
1.63K
$103K
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 9.33% |
$54K - $324K
|
14.4K
$907K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
1.22K+ 3.36% |
$53.6K - $322K
|
37.6K
$2.36M
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.21K+ 4.83% |
$52.8K - $317K
|
26.2K
$1.65M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.21K+ 4820.0% |
$52.8K - $317K
|
1.23K
$77.4K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.2KNew |
$52.6K - $316K
|
1.2K
$75.5K
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 10.05% |
$52.5K - $315K
|
13.1K
$825K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.19K+ 6.88% |
$52.4K - $314K
|
18.6K
$1.17M
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 6.88% |
$52.4K - $314K
|
18.6K
$1.17M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 2.14% |
$52K - $313K
|
56.6K
$3.56M
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.19KNew |
$52K - $313K
|
1.19K
$74.7K
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.18KNew |
$51.9K - $311K
|
1.18K
$74.4K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18K+ 102.69% |
$51.9K - $311K
|
2.34K
$147K
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
BUY
|
- |
1.17K+ 4.76% |
$51.3K - $308K
|
25.7K
$1.62M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.17K+ 10.93% |
$51.1K - $307K
|
11.8K
$744K
|