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 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44K+ 0.74% |
$11.7M - $12.8M
|
5.96M
$375M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
41.1KNew |
$10.9M - $11.9M
|
41.1K
$2.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
40.4K+ 186.86% |
$10.7M - $11.7M
|
62K
$3.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40K+ 10.39% |
$10.6M - $11.6M
|
425K
$26.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
39.9KNew |
$10.6M - $11.6M
|
39.9K
$2.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38.6K+ 5.0% |
$10.3M - $11.2M
|
812K
$51.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
38.5KNew |
$10.2M - $11.2M
|
38.5K
$2.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
38.5KNew |
$10.2M - $11.2M
|
38.5K
$2.42M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
37.8KNew |
$10.1M - $11M
|
37.8K
$2.38M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
37.6KNew |
$9.99M - $10.9M
|
37.6K
$2.36M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
37.5KNew |
$9.97M - $10.9M
|
37.5K
$2.36M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
36.5KNew |
$9.71M - $10.6M
|
36.5K
$2.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
36.4KNew |
$9.66M - $10.6M
|
36.4K
$2.29M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.1K+ 105.84% |
$9.58M - $10.5M
|
70.1K
$4.41M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
35.3KNew |
$9.37M - $10.2M
|
35.3K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.5K+ 0.31% |
$9.17M - $10M
|
11.1M
$701M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.7K+ 2.15% |
$8.96M - $9.79M
|
1.6M
$101M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
32.9K+ 294.22% |
$8.75M - $9.56M
|
44.1K
$2.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32KNew |
$8.52M - $9.31M
|
32K
$2.02M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
31.7KNew |
$8.44M - $9.22M
|
31.7K
$2M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
31.3K+ 7.28% |
$8.32M - $9.09M
|
461K
$29M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
28.8KNew |
$7.66M - $8.37M
|
28.8K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
28.6KNew |
$7.6M - $8.31M
|
28.6K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.2K+ 23.21% |
$7.48M - $8.18M
|
149K
$9.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
27.4K+ 21.57% |
$7.29M - $7.97M
|
155K
$9.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
27.3KNew |
$7.25M - $7.92M
|
27.3K
$1.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
27KNew |
$7.19M - $7.86M
|
27K
$1.7M
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
26.7KNew |
$7.09M - $7.75M
|
26.7K
$1.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
26.6KNew |
$7.07M - $7.73M
|
26.6K
$1.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
26.4K+ 91.68% |
$7.02M - $7.68M
|
55.2K
$3.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.2KNew |
$6.97M - $7.61M
|
26.2K
$1.65M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
26.2KNew |
$6.96M - $7.61M
|
26.2K
$1.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
25.7KNew |
$6.83M - $7.46M
|
25.7K
$1.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
25.5KNew |
$6.77M - $7.4M
|
25.5K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.4K+ 27.1% |
$6.74M - $7.37M
|
119K
$7.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
24.6K+ 2541.12% |
$6.54M - $7.15M
|
25.6K
$1.61M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.6KNew |
$6.53M - $7.14M
|
24.6K
$1.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24.6K+ 84.23% |
$6.53M - $7.13M
|
53.7K
$3.38M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
24.1KNew |
$6.41M - $7.01M
|
24.1K
$1.52M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24.1K+ 288.94% |
$6.4M - $6.99M
|
32.4K
$2.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
23.1KNew |
$6.15M - $6.72M
|
23.1K
$1.46M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
22.9KNew |
$6.08M - $6.64M
|
22.9K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21.8K+ 2076.88% |
$5.8M - $6.34M
|
22.9K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.3K+ 688.19% |
$5.67M - $6.2M
|
24.4K
$1.54M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
21.1KNew |
$5.62M - $6.14M
|
21.1K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
21.1K+ 6.42% |
$5.6M - $6.12M
|
349K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20.4K+ 50.8% |
$5.42M - $5.92M
|
60.5K
$3.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.9K+ 0.69% |
$5.3M - $5.8M
|
2.9M
$182M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
19.5K+ 4.63% |
$5.17M - $5.65M
|
440K
$27.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
19.2K+ 5.85% |
$5.1M - $5.57M
|
347K
$21.8M
|