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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
520+ 20.88% |
$138K - $151K
|
3.01K
$197K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
508+ 19.21% |
$135K - $148K
|
3.15K
$206K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
BUY
|
- |
501+ 7.4% |
$133K - $146K
|
7.28K
$476K
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
501+ 1.16% |
$133K - $146K
|
43.6K
$2.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
501+ 4.26% |
$133K - $146K
|
12.3K
$803K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
498+ 36.22% |
$132K - $145K
|
1.87K
$123K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
496+ 0.39% |
$132K - $144K
|
126K
$8.27M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
490New |
$130K - $142K
|
490
$32.1K
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
489+ 1.4% |
$130K - $142K
|
35.5K
$2.32M
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
484+ 11.48% |
$129K - $141K
|
4.7K
$308K
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
482+ 3.94% |
$128K - $140K
|
12.7K
$832K
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
482+ 18.88% |
$128K - $140K
|
3.04K
$199K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
481+ 0.82% |
$128K - $140K
|
59K
$3.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
478+ 8.58% |
$127K - $139K
|
6.05K
$396K
|
|
|
Feb 14, 2022
Q4 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
478+ 3.44% |
$127K - $139K
|
14.4K
$942K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
475+ 3.41% |
$126K - $138K
|
14.4K
$943K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
473+ 6.93% |
$126K - $137K
|
7.3K
$478K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
472+ 4.23% |
$125K - $137K
|
11.6K
$762K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
468+ 1.86% |
$124K - $136K
|
25.7K
$1.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
466+ 12.56% |
$124K - $135K
|
4.18K
$273K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
466+ 26.58% |
$124K - $135K
|
2.22K
$145K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
458+ 0.61% |
$122K - $133K
|
75K
$4.91M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
453+ 5.69% |
$120K - $132K
|
8.41K
$551K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
452+ 11.71% |
$120K - $131K
|
4.31K
$282K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
450+ 6.56% |
$120K - $131K
|
7.31K
$479K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
447+ 8.04% |
$119K - $130K
|
6.01K
$393K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
443+ 2.59% |
$118K - $129K
|
17.6K
$1.15M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
443New |
$118K - $129K
|
443
$29K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
437+ 9.53% |
$116K - $127K
|
5.02K
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
431+ 2.4% |
$115K - $125K
|
18.4K
$1.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
430+ 1.35% |
$114K - $125K
|
32.2K
$2.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
426+ 1.9% |
$113K - $124K
|
22.9K
$1.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
425+ 0.87% |
$113K - $123K
|
49.1K
$3.22M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
415New |
$110K - $121K
|
415
$27.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
415+ 14.08% |
$110K - $121K
|
3.36K
$220K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
408+ 1.14% |
$108K - $119K
|
36.2K
$2.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
406+ 1.84% |
$108K - $118K
|
22.5K
$1.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
401+ 17.93% |
$107K - $117K
|
2.64K
$173K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
401New |
$107K - $117K
|
401
$26.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
400+ 2.12% |
$106K - $116K
|
19.3K
$1.26M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
400New |
$106K - $116K
|
400
$26.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
400+ 9.82% |
$106K - $116K
|
4.48K
$293K
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
400+ 4.82% |
$106K - $116K
|
8.7K
$570K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
399New |
$106K - $116K
|
399
$26.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
397+ 0.36% |
$106K - $115K
|
111K
$7.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
393+ 3.2% |
$104K - $114K
|
12.7K
$831K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
391+ 4.71% |
$104K - $114K
|
8.69K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
388+ 0.09% |
$103K - $113K
|
424K
$27.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
385New |
$102K - $112K
|
385
$25.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
379New |
$101K - $110K
|
379
$24.8K
|