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
|
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
$742K
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
BUY
|
- |
1.16K+ 1.97% |
$50.7K - $305K
|
59.8K
$3.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.15K+ 40.62% |
$50.6K - $304K
|
4K
$251K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.15KNew |
$50.3K - $302K
|
1.15K
$72K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.15K+ 0.62% |
$50.3K - $302K
|
187K
$11.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.14K+ 2.98% |
$50.2K - $301K
|
39.5K
$2.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
1.14K+ 5.53% |
$49.8K - $299K
|
21.7K
$1.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.14K+ 4.71% |
$49.8K - $299K
|
25.2K
$1.58M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.42% |
$49.6K - $298K
|
273K
$17.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.13K+ 5.3% |
$49.6K - $298K
|
22.5K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.13K+ 13.32% |
$49.6K - $298K
|
9.62K
$604K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.11K+ 116.2% |
$48.8K - $293K
|
2.07K
$130K
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.11K+ 13.53% |
$48.6K - $292K
|
9.3K
$584K
|
|
|
Nov 08, 2022
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
1.1K+ 52.38% |
$48.2K - $290K
|
3.2K
$201K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 0.68% |
$47.4K - $284K
|
160K
$10.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.06KNew |
$46.3K - $278K
|
1.06K
$66.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$46.3K - $278K
|
1.06K
$66.2K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.05K+ 13.06% |
$46.2K - $277K
|
9.13K
$573K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
BUY
|
- |
1.05K+ 13.06% |
$46.2K - $277K
|
9.13K
$573K
|
|
|
Nov 02, 2022
Q3 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.05K+ 3.13% |
$46K - $276K
|
34.6K
$2.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.05K+ 2.4% |
$46K - $276K
|
44.7K
$2.81M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.05KNew |
$45.9K - $276K
|
1.05K
$65.7K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.05K+ 69.85% |
$45.9K - $276K
|
2.55K
$160K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.04K+ 4.35% |
$45.6K - $274K
|
24.9K
$1.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
1.04KNew |
$45.6K - $274K
|
1.04K
$65.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.04K+ 6.19% |
$45.4K - $273K
|
17.8K
$1.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.04K+ 0.18% |
$45.4K - $272K
|
584K
$36.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.04K+ 3.66% |
$45.4K - $272K
|
29.3K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.03K+ 0.32% |
$45.2K - $271K
|
327K
$20.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 50.0% |
$44.7K - $269K
|
3.06K
$192K
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.02KNew |
$44.6K - $268K
|
1.02K
$63.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
1.01K+ 0.5% |
$44.4K - $266K
|
203K
$12.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1K+ 48.64% |
$44K - $264K
|
3.07K
$192K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
999+ 12.69% |
$43.8K - $263K
|
8.87K
$557K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
989+ 4.1% |
$43.4K - $260K
|
25.1K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
988New |
$43.3K - $260K
|
988
$62K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
978+ 2.99% |
$42.9K - $257K
|
33.7K
$2.11M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
975+ 1.47% |
$42.8K - $257K
|
67.5K
$4.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
975New |
$42.8K - $257K
|
975
$61.2K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
956+ 0.53% |
$41.9K - $252K
|
181K
$11.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
954+ 7.75% |
$41.8K - $251K
|
13.3K
$833K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
952+ 2.94% |
$41.7K - $251K
|
33.3K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
945New |
$41.4K - $249K
|
945
$59.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Golden Green, Inc.
|
BUY
|
- |
944New |
$41.4K - $249K
|
944
$59.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
938+ 26.63% |
$41.1K - $247K
|
4.46K
$280K
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
935New |
$41K - $246K
|
935
$58.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
BUY
|
- |
921+ 11.52% |
$40.4K - $242K
|
8.92K
$560K
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
911+ 1.95% |
$39.9K - $240K
|
47.7K
$2.99M
|