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 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
378+ 37.57% |
$100K - $110K
|
1.38K
$90.6K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
376+ 6.53% |
$99.9K - $109K
|
6.13K
$402K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
375+ 8.29% |
$99.7K - $109K
|
4.9K
$321K
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
375+ 12.46% |
$99.7K - $109K
|
3.39K
$222K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
362+ 6.28% |
$96.2K - $105K
|
6.13K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
360+ 11.0% |
$95.7K - $105K
|
3.63K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
359+ 85.48% |
$95.4K - $104K
|
779
$51K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
355+ 11.11% |
$94.4K - $103K
|
3.55K
$232K
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
350+ 18.92% |
$93K - $102K
|
2.2K
$144K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
347+ 3.22% |
$92.2K - $101K
|
11.1K
$728K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
344+ 22.34% |
$91.4K - $99.9K
|
1.88K
$123K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
344+ 28.27% |
$91.4K - $99.9K
|
1.56K
$102K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
343+ 5.08% |
$91.2K - $99.7K
|
7.1K
$465K
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
342+ 1.57% |
$90.9K - $99.4K
|
22.1K
$1.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
342+ 2.66% |
$90.9K - $99.4K
|
13.2K
$864K
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
BUY
|
- |
341+ 0.38% |
$90.6K - $99.1K
|
89.1K
$5.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
330+ 28.92% |
$87.7K - $95.9K
|
1.47K
$96.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
325+ 12.05% |
$86.4K - $94.4K
|
3.02K
$198K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
318+ 0.85% |
$84.5K - $92.4K
|
37.8K
$2.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
317+ 0.24% |
$84.3K - $92.1K
|
130K
$8.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
315+ 13.08% |
$83.7K - $91.5K
|
2.72K
$178K
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
310+ 4.13% |
$82.4K - $90.1K
|
7.82K
$512K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
309+ 5.57% |
$82.1K - $89.8K
|
5.86K
$383K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
304+ 5.61% |
$80.8K - $88.3K
|
5.73K
$375K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
303+ 6.18% |
$80.5K - $88K
|
5.2K
$341K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
300+ 1.44% |
$79.7K - $87.2K
|
21.2K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
299+ 10.47% |
$79.5K - $86.9K
|
3.16K
$207K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
297+ 230.23% |
$78.9K - $86.3K
|
426
$27.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
297+ 6.94% |
$78.9K - $86.3K
|
4.58K
$300K
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
297+ 0.64% |
$78.9K - $86.3K
|
46.5K
$3.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
295+ 0.66% |
$78.4K - $85.7K
|
44.8K
$2.93M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
294+ 6.67% |
$78.1K - $85.4K
|
4.71K
$308K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
292+ 4.72% |
$77.6K - $84.8K
|
6.48K
$424K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
287+ 24.22% |
$76.3K - $83.4K
|
1.47K
$96.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
285+ 8.53% |
$75.8K - $82.8K
|
3.63K
$237K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
282+ 1.49% |
$75K - $81.9K
|
19.2K
$1.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
281+ 3.28% |
$74.7K - $81.6K
|
8.84K
$579K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
278+ 16.37% |
$73.9K - $80.8K
|
1.98K
$129K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
257+ 1.2% |
$68.3K - $74.7K
|
21.6K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
250+ 1.76% |
$66.5K - $72.6K
|
14.4K
$945K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
248+ 2.44% |
$65.9K - $72.1K
|
10.4K
$683K
|
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
243+ 8.5% |
$64.6K - $70.6K
|
3.1K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
242+ 6.24% |
$64.3K - $70.3K
|
4.12K
$270K
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
BUY
|
- |
241+ 4.14% |
$64.1K - $70K
|
6.06K
$397K
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
240+ 6.09% |
$63.8K - $69.7K
|
4.18K
$274K
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
238+ 2.59% |
$63.3K - $69.1K
|
9.44K
$618K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
235+ 33.29% |
$62.5K - $68.3K
|
941
$61.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
230+ 51.92% |
$61.1K - $66.8K
|
673
$44.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
226+ 0.62% |
$60.1K - $65.7K
|
36.9K
$2.42M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
224+ 1.17% |
$59.5K - $65.1K
|
19.3K
$1.26M
|