Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
1.71KNew |
$454K - $496K
|
1.71K
$107K
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.7K+ 3.73% |
$452K - $494K
|
47.3K
$2.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.7K+ 53.81% |
$451K - $492K
|
4.85K
$303K
|
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
1.69K+ 2.99% |
$450K - $492K
|
58.2K
$3.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.69KNew |
$449K - $491K
|
1.69K
$106K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.68K+ 15.44% |
$445K - $487K
|
12.5K
$785K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.68KNew |
$445K - $487K
|
1.68K
$105K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.65KNew |
$440K - $481K
|
1.65K
$104K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.65K+ 0.97% |
$439K - $479K
|
171K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.65K+ 1.87% |
$439K - $479K
|
90K
$5.63M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.65KNew |
$438K - $479K
|
1.65K
$103K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.62K+ 8.53% |
$432K - $472K
|
20.7K
$1.29M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.62KNew |
$430K - $470K
|
1.62K
$101K
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
1.61K+ 18.75% |
$428K - $468K
|
10.2K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.61K+ 33.03% |
$428K - $468K
|
6.49K
$407K
|
|
|
Feb 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.6K+ 1.47% |
$426K - $465K
|
110K
$6.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
1.6KNew |
$426K - $465K
|
1.6K
$100K
|
|
|
Feb 03, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.6K+ 8.67% |
$425K - $465K
|
20.1K
$1.26M
|
|
|
Feb 08, 2022
Q4 2021
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.6KNew |
$424K - $463K
|
1.6K
$99.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.58K+ 15.31% |
$421K - $460K
|
11.9K
$747K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.57K+ 0.97% |
$418K - $457K
|
164K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.57KNew |
$418K - $457K
|
1.57K
$98.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.56K+ 3.6% |
$414K - $452K
|
44.7K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.55K+ 17.18% |
$413K - $451K
|
10.6K
$663K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.55K+ 15.31% |
$413K - $451K
|
11.7K
$733K
|
|
|
Jan 24, 2022
Q4 2021
|
Ddd Partners, LLC
|
BUY
|
- |
1.55KNew |
$413K - $451K
|
1.55K
$97.2K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.54K+ 11.27% |
$410K - $449K
|
15.2K
$955K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.54K+ 11.27% |
$410K - $449K
|
15.2K
$955K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
1.54K+ 9.14% |
$409K - $447K
|
18.4K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.53K+ 15.53% |
$406K - $444K
|
11.4K
$711K
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.53KNew |
$406K - $443K
|
1.53K
$95.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.52K+ 8.63% |
$404K - $442K
|
19.1K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.5K+ 0.64% |
$397K - $434K
|
234K
$14.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 2.07% |
$396K - $433K
|
73.3K
$4.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.49K+ 29.09% |
$395K - $431K
|
6.59K
$413K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.47KNew |
$391K - $428K
|
1.47K
$92.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.46K+ 0.68% |
$389K - $425K
|
216K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.45K+ 2.08% |
$384K - $420K
|
70.8K
$4.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.44KNew |
$384K - $419K
|
1.44K
$90.3K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.44K+ 50.65% |
$383K - $419K
|
4.29K
$269K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.44K+ 25.36% |
$381K - $417K
|
7.09K
$444K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.41K+ 56.05% |
$376K - $411K
|
3.93K
$246K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
1.41K+ 0.63% |
$374K - $408K
|
226K
$14.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
1.39K+ 36.43% |
$371K - $405K
|
5.22K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.37K+ 91.53% |
$365K - $399K
|
2.87K
$180K
|
|
|
Feb 09, 2022
Q4 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.37K+ 9.63% |
$364K - $397K
|
15.6K
$975K
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
BUY
|
- |
1.35K+ 14.7% |
$358K - $391K
|
10.5K
$658K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.33K+ 5.94% |
$353K - $386K
|
23.7K
$1.49M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.32K+ 20.0% |
$351K - $384K
|
7.92K
$496K
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.31KNew |
$349K - $381K
|
1.31K
$82.2K
|