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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
222+ 1.63% |
$59K - $64.5K
|
13.9K
$870K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
221+ 6.88% |
$58.7K - $64.2K
|
3.43K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
220+ 3.98% |
$58.5K - $63.9K
|
5.74K
$360K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
220+ 2.95% |
$58.5K - $63.9K
|
7.68K
$481K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
217+ 20.99% |
$57.7K - $63K
|
1.25K
$78.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
216+ 0.86% |
$57.4K - $62.8K
|
25.2K
$1.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
211+ 0.57% |
$56.1K - $61.3K
|
37.3K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
211+ 11.37% |
$56.1K - $61.3K
|
2.07K
$129K
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
208+ 12.61% |
$55.3K - $60.4K
|
1.86K
$116K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
207+ 158.02% |
$55K - $60.1K
|
338
$21.2K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
206+ 7.37% |
$54.8K - $59.9K
|
3K
$188K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
205+ 1.16% |
$54.5K - $59.6K
|
17.9K
$1.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
201+ 1.99% |
$53.4K - $58.4K
|
10.3K
$645K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
200New |
$53.2K - $58.1K
|
200
$12.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
200+ 4.41% |
$53.2K - $58.1K
|
4.74K
$297K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
200+ 22.47% |
$53.2K - $58.1K
|
1.09K
$68.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
200New |
$53.2K - $58.1K
|
200
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
200New |
$53.2K - $58.1K
|
200
$12.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
200+ 2.85% |
$53.2K - $58.1K
|
7.21K
$452K
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
200+ 1.6% |
$53.2K - $58.1K
|
12.7K
$797K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
200New |
$53.2K - $58.1K
|
200
$12.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
199+ 2.55% |
$52.9K - $57.8K
|
8K
$501K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
192+ 0.29% |
$51K - $55.8K
|
66.3K
$4.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
190+ 1.48% |
$50.5K - $55.2K
|
13.1K
$818K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
190+ 11.89% |
$50.5K - $55.2K
|
1.79K
$112K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
190+ 13.5% |
$50.5K - $55.2K
|
1.6K
$100K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
187+ 5.18% |
$49.7K - $54.3K
|
3.8K
$238K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
184+ 0.16% |
$48.9K - $53.5K
|
117K
$7.33M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
BUY
|
- |
177+ 1.85% |
$47K - $51.4K
|
9.73K
$609K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
176+ 11.76% |
$46.8K - $51.1K
|
1.67K
$105K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
176+ 0.81% |
$46.8K - $51.1K
|
22K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
175+ 24.51% |
$46.5K - $50.8K
|
889
$55.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
173+ 11.64% |
$46K - $50.3K
|
1.66K
$104K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
172+ 1.28% |
$45.7K - $50K
|
13.6K
$850K
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
170+ 3.39% |
$45.2K - $49.4K
|
5.19K
$325K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
170+ 0.79% |
$45.2K - $49.4K
|
21.7K
$1.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
167+ 0.5% |
$44.4K - $48.5K
|
33.6K
$2.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
165+ 0.8% |
$43.9K - $47.9K
|
20.7K
$1.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
163+ 3.19% |
$43.3K - $47.4K
|
5.28K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
163+ 18.21% |
$43.3K - $47.4K
|
1.06K
$66.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
156+ 3.83% |
$41.5K - $45.3K
|
4.23K
$265K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
155+ 3.39% |
$41.2K - $45K
|
4.72K
$296K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
153+ 0.42% |
$40.7K - $44.5K
|
36.9K
$2.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
152+ 5.75% |
$40.4K - $44.2K
|
2.8K
$175K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
150+ 56.82% |
$39.9K - $43.6K
|
414
$25.9K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
150New |
$39.9K - $43.6K
|
150
$9.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
150+ 2.04% |
$39.9K - $43.6K
|
7.5K
$470K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
147New |
$39.1K - $42.7K
|
147
$9.21K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
143+ 3.0% |
$38K - $41.5K
|
4.91K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
142+ 9.83% |
$37.7K - $41.3K
|
1.59K
$99.4K
|