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 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
BUY
|
- |
90+ 3.21% |
$23.9K - $26.1K
|
2.9K
$181K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
89New |
$23.7K - $25.9K
|
89
$5.58K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
87+ 0.08% |
$23.1K - $25.3K
|
111K
$6.93M
|
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
87+ 5.48% |
$23.1K - $25.3K
|
1.67K
$105K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
86+ 1.75% |
$22.9K - $25K
|
5K
$313K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
86+ 2.6% |
$22.9K - $25K
|
3.39K
$213K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
86+ 1.6% |
$22.9K - $25K
|
5.46K
$342K
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
BUY
|
- |
85+ 1.69% |
$22.6K - $24.7K
|
5.1K
$320K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
83+ 1.91% |
$22.1K - $24.1K
|
4.43K
$277K
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
83+ 0.99% |
$22.1K - $24.1K
|
8.44K
$529K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
81+ 9.7% |
$21.5K - $23.5K
|
916
$57.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
80+ 1.77% |
$21.3K - $23.2K
|
4.6K
$288K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 57.55% |
$21.3K - $23.2K
|
219
$13.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
79+ 6.81% |
$21K - $23K
|
1.24K
$77.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
78+ 3.24% |
$20.7K - $22.7K
|
2.49K
$156K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
78+ 3.68% |
$20.7K - $22.7K
|
2.2K
$138K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
78+ 5.43% |
$20.7K - $22.7K
|
1.52K
$94.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
77+ 11.61% |
$20.5K - $22.4K
|
740
$46.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
76+ 14.18% |
$20.2K - $22.1K
|
612
$38.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
75+ 4.32% |
$19.9K - $21.8K
|
1.81K
$114K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
75+ 1.09% |
$19.9K - $21.8K
|
6.95K
$436K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
73+ 0.97% |
$19.4K - $21.2K
|
7.56K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
71+ 3.4% |
$18.9K - $20.6K
|
2.16K
$135K
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
70+ 2.9% |
$18.6K - $20.3K
|
2.48K
$155K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
68+ 1.98% |
$18.1K - $19.8K
|
3.5K
$219K
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
BUY
|
- |
67+ 2.89% |
$17.8K - $19.5K
|
2.39K
$150K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
67+ 6.42% |
$17.8K - $19.5K
|
1.11K
$69.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
64New |
$17K - $18.6K
|
64
$4.01K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
64+ 0.44% |
$17K - $18.6K
|
14.5K
$906K
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
64+ 3.96% |
$17K - $18.6K
|
1.68K
$105K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
63+ 1.23% |
$16.7K - $18.3K
|
5.2K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
61New |
$16.2K - $17.7K
|
61
$3.82K
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
60+ 0.19% |
$15.9K - $17.4K
|
31.1K
$1.95M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
60+ 1.19% |
$15.9K - $17.4K
|
5.08K
$319K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
59+ 5.45% |
$15.7K - $17.1K
|
1.14K
$71.6K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
59+ 46.83% |
$15.7K - $17.1K
|
185
$11.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
59+ 0.79% |
$15.7K - $17.1K
|
7.57K
$475K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
59+ 0.1% |
$15.7K - $17.1K
|
61.6K
$3.86M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
58+ 2.38% |
$15.4K - $16.9K
|
2.49K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
58+ 2.05% |
$15.4K - $16.9K
|
2.89K
$181K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
58+ 2.05% |
$15.4K - $16.9K
|
2.89K
$181K
|
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
56+ 3.82% |
$14.9K - $16.3K
|
1.52K
$95.3K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
55+ 0.2% |
$14.6K - $16K
|
28K
$1.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
54+ 6.35% |
$14.4K - $15.7K
|
905
$56.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
54+ 0.18% |
$14.4K - $15.7K
|
29.5K
$1.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
54+ 8.0% |
$14.4K - $15.7K
|
729
$45.7K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
54+ 0.36% |
$14.4K - $15.7K
|
15K
$940K
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
51+ 0.26% |
$13.6K - $14.8K
|
19.7K
$1.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
50New |
$13.3K - $14.5K
|
50
$3.13K
|
|
|
Feb 14, 2022
Q4 2021
|
Mill Capital Management, LLC
|
BUY
|
- |
50New |
$13.3K - $14.5K
|
50
$3.13K
|