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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
885+ 7.44% |
$38.8K - $233K
|
12.8K
$804K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
880New |
$38.6K - $232K
|
880
$55.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
875+ 3.02% |
$38.4K - $230K
|
29.8K
$1.88M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
875+ 60.1% |
$38.4K - $230K
|
2.33K
$147K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
848+ 1.43% |
$37.2K - $223K
|
60K
$3.78M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
836+ 0.73% |
$36.7K - $220K
|
116K
$7.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
833+ 1.56% |
$36.5K - $219K
|
54.3K
$3.42M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
825+ 0.65% |
$36.2K - $217K
|
127K
$8.02M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
825+ 1.51% |
$36.2K - $217K
|
55.4K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
825+ 3.75% |
$36.2K - $217K
|
22.8K
$1.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
812+ 11.05% |
$35.6K - $214K
|
8.16K
$513K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
810+ 3.95% |
$35.5K - $213K
|
21.3K
$1.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
806+ 1.1% |
$35.3K - $212K
|
74.3K
$4.68M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
804+ 5.89% |
$35.3K - $212K
|
14.5K
$910K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
801+ 43.41% |
$35.1K - $211K
|
2.65K
$166K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
793+ 4.45% |
$34.8K - $209K
|
18.6K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
786+ 1.94% |
$34.5K - $207K
|
41.3K
$2.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
777+ 3.8% |
$34.1K - $205K
|
21.2K
$1.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
776+ 4.75% |
$34K - $204K
|
17.1K
$1.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
775+ 13.41% |
$34K - $204K
|
6.55K
$412K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
764+ 2.48% |
$33.5K - $201K
|
31.6K
$1.99M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
759+ 12.94% |
$33.3K - $200K
|
6.63K
$417K
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
753+ 5.36% |
$33K - $198K
|
14.8K
$932K
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
750+ 5.13% |
$32.9K - $197K
|
15.4K
$968K
|
|
|
Nov 09, 2022
Q3 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
750+ 1.75% |
$32.9K - $197K
|
43.5K
$2.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
747+ 3.04% |
$32.8K - $197K
|
25.3K
$1.59M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
745+ 2.67% |
$32.7K - $196K
|
28.7K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
736+ 3.25% |
$32.3K - $194K
|
23.4K
$1.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
735+ 12.02% |
$32.2K - $194K
|
6.85K
$431K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
735+ 5.37% |
$32.2K - $194K
|
14.4K
$907K
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
734+ 0.86% |
$32.2K - $193K
|
86.4K
$5.43M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
731+ 5.33% |
$32.1K - $192K
|
14.4K
$908K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
730+ 6.68% |
$32K - $192K
|
11.7K
$734K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
725+ 49.76% |
$31.8K - $191K
|
2.18K
$137K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
717+ 2.02% |
$31.4K - $189K
|
36.2K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
717+ 61.23% |
$31.4K - $189K
|
1.89K
$119K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
714+ 10.66% |
$31.3K - $188K
|
7.41K
$466K
|
|
|
Nov 08, 2022
Q3 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
708+ 34.39% |
$31K - $186K
|
2.77K
$174K
|
|
|
Nov 02, 2022
Q3 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
704+ 1.91% |
$30.9K - $185K
|
37.5K
$2.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
697+ 2.86% |
$30.6K - $184K
|
25.1K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
694+ 2.23% |
$30.4K - $183K
|
31.8K
$2M
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
684+ 4.69% |
$30K - $180K
|
15.3K
$961K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
670+ 4.72% |
$29.4K - $176K
|
14.9K
$935K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
670+ 4.16% |
$29.4K - $176K
|
16.8K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
667+ 1.17% |
$29.2K - $176K
|
57.8K
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
663+ 0.58% |
$29.1K - $175K
|
116K
$7.27M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
661+ 3.57% |
$29K - $174K
|
19.2K
$1.21M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
640+ 2.89% |
$28.1K - $168K
|
22.8K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
636+ 18.37% |
$27.9K - $167K
|
4.1K
$258K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
634+ 86.49% |
$27.8K - $167K
|
1.37K
$86K
|