Purchases and Sales Made in Q4 2021 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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
Jan 26, 2022 Q4 2021
Kfa Private Wealth Group, LLC

BUY
 -
1.31K
+ 5.89%
$348K - $381K
23.6K $1.48M
Feb 18, 2022 Q4 2021
Comerica Bank

BUY
 -
1.31K
+ 0.55%
$348K - $380K
241K $15.1M
Feb 09, 2022 Q4 2021
Lazard Asset Management LLC

New York, NY
BUY
 -
1.29K
+ 0.85%
$344K - $376K
154K $9.65M
Feb 22, 2022 Q4 2021
Sbk Financial, Inc.

Richmond, VA
BUY
 -
1.29K
New
$343K - $375K
1.29K $80.9K
Jan 20, 2022 Q4 2021
Altus Wealth Management, LLC

BUY
 -
1.29K
+ 2.12%
$342K - $374K
62K $3.88M
Feb 15, 2022 Q4 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
1.29K
+ 7.39%
$342K - $373K
18.7K $1.17M
Feb 14, 2022 Q4 2021
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.28K
New
$339K - $371K
1.28K $79.9K
Jan 14, 2022 Q4 2021
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
1.27K
New
$337K - $368K
1.27K $79.3K
Feb 01, 2022 Q4 2021
Calamos Wealth Management LLC

BUY
 -
1.26K
+ 51.8%
$336K - $367K
3.7K $232K
Jan 28, 2022 Q4 2021
Bar Harbor Wealth Management

Concord, NH
BUY
 -
1.25K
+ 1.41%
$333K - $364K
90.1K $5.64M
Feb 11, 2022 Q4 2021
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
1.25K
New
$331K - $362K
1.25K $78K
Feb 23, 2022 Q4 2021
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
1.25K
New
$331K - $362K
1.25K $77.9K
Feb 11, 2022 Q4 2021
First National Bank Of Omaha

Omaha, NE
BUY
 -
1.25K
+ 6.71%
$331K - $362K
19.8K $1.24M
Feb 07, 2022 Q4 2021
Rossmore Private Capital

Glastonbury, CT
BUY
 -
1.24K
+ 8.84%
$329K - $359K
15.2K $953K
Oct 23, 2024 Q4 2021
Convergence Financial, LLC

Columbia, MO
BUY
 -
1.24K
New
$329K - $359K
1.24K $77.4K
Feb 11, 2022 Q4 2021
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
1.23K
+ 4.28%
$327K - $357K
30K $1.88M
Jan 21, 2022 Q4 2021
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1.23K
+ 219.89%
$326K - $356K
1.79K $112K
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.23K
+ 53.1%
$326K - $356K
3.54K $221K
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.23K
+ 53.1%
$326K - $356K
3.54K $221K
Jan 18, 2022 Q4 2021
360 Financial, Inc.

BUY
 -
1.22K
+ 11.97%
$323K - $354K
11.4K $713K
Jan 14, 2022 Q4 2021
Charles Schwab Trust CO

BUY
 -
1.21K
New
$321K - $351K
1.21K $75.7K
Feb 02, 2022 Q4 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.21K
+ 18.16%
$320K - $350K
7.84K $491K
Feb 09, 2022 Q4 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.2K
+ 0.29%
$320K - $350K
423K $26.5M
Jan 10, 2022 Q4 2021
Dixon Hubard Feinour & Brown Inc

BUY
 -
1.2K
New
$318K - $347K
1.2K $74.9K
Feb 10, 2022 Q4 2021
Bailard, Inc.

BUY
 -
1.2K
+ 2.46%
$318K - $347K
49.8K $3.12M
Feb 10, 2022 Q4 2021
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
1.19K
New
$316K - $345K
1.19K $74.4K
Apr 12, 2022 Q4 2021
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.18K
New
$313K - $342K
1.18K $73.7K
Mar 24, 2023 Q4 2021
Ratio Wealth Group

Denver, CO
BUY
 -
1.17K
+ 3.45%
$311K - $340K
35.1K $2.2M
Feb 09, 2022 Q4 2021
Congress Park Capital LLC

BUY
 -
1.17K
+ 12.64%
$311K - $340K
10.4K $653K
Jan 31, 2022 Q4 2021
Peterson Wealth Services

BUY
 -
1.17K
New
$310K - $338K
1.17K $72.9K
Feb 08, 2022 Q4 2021
Motive Wealth Advisors

BUY
 -
1.17K
+ 22.55%
$310K - $338K
6.33K $396K
Jan 19, 2022 Q4 2021
Pachira Investments Inc.

BUY
 -
1.16K
+ 2.52%
$307K - $336K
47.1K $2.95M
Feb 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
1.16K
+ 40.26%
$307K - $336K
4.03K $252K
Feb 10, 2022 Q4 2021
Towercrest Capital Management

Newtown, PA
BUY
 -
1.16K
+ 2.9%
$307K - $336K
41K $2.57M
Feb 14, 2022 Q4 2021
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
1.15K
+ 18.11%
$306K - $334K
7.51K $470K
May 04, 2022 Q4 2021
Offit Capital Advisors LLC

BUY
 -
1.15K
New
$306K - $334K
1.15K $72K
Feb 14, 2022 Q4 2021
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
1.15K
New
$304K - $333K
1.15K $71.7K
May 16, 2022 Q4 2021
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.14K
New
$304K - $332K
1.14K $71.6K
Feb 02, 2022 Q4 2021
Anson Capital, Inc.

BUY
 -
1.14K
New
$304K - $332K
1.14K $71.5K
Feb 02, 2022 Q4 2021
Gries Financial LLC

Cleveland, OH
BUY
 -
1.14K
+ 6.61%
$304K - $332K
18.4K $1.15M
Feb 15, 2022 Q4 2021
Betterment LLC

New York, NY
BUY
 -
1.13K
New
$300K - $328K
1.13K $70.7K
Jan 27, 2022 Q4 2021
Shufro Rose & CO LLC

BUY
 -
1.12K
New
$298K - $325K
1.12K $70.1K
Feb 11, 2022 Q4 2021
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
1.12K
+ 31.6%
$297K - $325K
4.66K $292K
Feb 08, 2022 Q4 2021
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
1.11K
+ 18.77%
$294K - $321K
6.99K $438K
Jan 21, 2022 Q4 2021
Clear Harbor Asset Management, LLC

BUY
 -
1.1K
New
$292K - $319K
1.1K $68.8K
Jan 21, 2022 Q4 2021
Boston Trust Walden Corp

BUY
 -
1.1K
New
$292K - $319K
1.1K $68.7K
Feb 15, 2022 Q4 2021
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
1.09K
+ 128.96%
$290K - $317K
1.94K $121K
Jan 10, 2022 Q4 2021
Summit Financial Group, Inc.

BUY
 -
1.09K
+ 4.85%
$289K - $316K
23.5K $1.47M
Feb 14, 2022 Q4 2021
Wealthquest Corp

Cincinnati, OH
BUY
 -
1.08K
+ 0.79%
$287K - $314K
138K $8.66M

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