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
|
Lincoln Capital LLC
|
BUY
|
- |
140+ 5.23% |
$37.2K - $40.7K
|
2.82K
$177K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
140+ 0.88% |
$37.2K - $40.7K
|
16K
$1M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
140+ 518.52% |
$37.2K - $40.7K
|
167
$10.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
140+ 0.44% |
$37.2K - $40.7K
|
32K
$2M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
137New |
$36.4K - $39.8K
|
137
$8.58K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
137+ 5.15% |
$36.4K - $39.8K
|
2.8K
$175K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
136+ 6.7% |
$36.2K - $39.5K
|
2.17K
$136K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
134+ 1.92% |
$35.6K - $38.9K
|
7.12K
$446K
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
132+ 16.2% |
$35.1K - $38.4K
|
947
$59.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
BUY
|
- |
131+ 6.06% |
$34.8K - $38.1K
|
2.29K
$144K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
131New |
$34.8K - $38.1K
|
131
$8.21K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
128+ 0.11% |
$34K - $37.2K
|
121K
$7.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
127+ 10.64% |
$33.8K - $36.9K
|
1.32K
$82.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
127+ 5.78% |
$33.8K - $36.9K
|
2.32K
$146K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
125+ 10.48% |
$33.2K - $36.3K
|
1.32K
$82.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
125+ 2.72% |
$33.2K - $36.3K
|
4.71K
$295K
|
|
|
Feb 03, 2022
Q4 2021
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
123+ 10.4% |
$32.7K - $35.7K
|
1.31K
$81.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
122+ 1.67% |
$32.4K - $35.4K
|
7.42K
$465K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
120+ 2.16% |
$31.9K - $34.9K
|
5.67K
$355K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
118+ 7.69% |
$31.4K - $34.3K
|
1.65K
$104K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
117+ 1.27% |
$31.1K - $34K
|
9.36K
$587K
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
115+ 3.1% |
$30.6K - $33.4K
|
3.82K
$240K
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
113+ 7.96% |
$30K - $32.8K
|
1.53K
$96K
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
113New |
$30K - $32.8K
|
113
$7.08K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
111+ 0.23% |
$29.5K - $32.2K
|
49.1K
$3.07M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
111+ 3.47% |
$29.5K - $32.2K
|
3.31K
$207K
|
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
109New |
$29K - $31.7K
|
109
$6.83K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
108+ 3.68% |
$28.7K - $31.4K
|
3.05K
$191K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
105+ 2.87% |
$27.9K - $30.5K
|
3.76K
$236K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
105New |
$27.9K - $30.5K
|
105
$6.58K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
101+ 2.57% |
$26.8K - $29.3K
|
4.04K
$253K
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
101+ 10.7% |
$26.8K - $29.3K
|
1.05K
$65.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
100+ 7.53% |
$26.6K - $29.1K
|
1.43K
$89.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
100+ 11.81% |
$26.6K - $29.1K
|
947
$59.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
97+ 1.75% |
$25.8K - $28.2K
|
5.65K
$354K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
97+ 1.85% |
$25.8K - $28.2K
|
5.34K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
97+ 3.42% |
$25.8K - $28.2K
|
2.93K
$184K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
96+ 436.36% |
$25.5K - $27.9K
|
118
$7.39K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
95+ 1.55% |
$25.3K - $27.6K
|
6.22K
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
95+ 0.05% |
$25.3K - $27.6K
|
193K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
94+ 0.77% |
$25K - $27.3K
|
12.2K
$767K
|
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
94+ 11.82% |
$25K - $27.3K
|
889
$55.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
94+ 0.74% |
$25K - $27.3K
|
12.9K
$806K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
92+ 1.61% |
$24.5K - $26.7K
|
5.79K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
92+ 1.38% |
$24.5K - $26.7K
|
6.76K
$424K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
92+ 0.6% |
$24.5K - $26.7K
|
15.4K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
91+ 0.41% |
$24.2K - $26.4K
|
22.2K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
91+ 3.6% |
$24.2K - $26.4K
|
2.62K
$164K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91New |
$24.2K - $26.4K
|
91
$5.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
BUY
|
- |
90+ 0.74% |
$23.9K - $26.1K
|
12.2K
$766K
|