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 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
50New |
$13.3K - $14.5K
|
50
$3.13K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
50+ 4.65% |
$13.3K - $14.5K
|
1.13K
$70.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
48New |
$12.8K - $13.9K
|
48
$3.01K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
48+ 2.05% |
$12.8K - $13.9K
|
2.39K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
48+ 4.95% |
$12.8K - $13.9K
|
1.02K
$63.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
47+ 1.69% |
$12.5K - $13.7K
|
2.84K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
45New |
$12K - $13.1K
|
45
$2.82K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
45+ 2.44% |
$12K - $13.1K
|
1.89K
$118K
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
44+ 4.33% |
$11.7K - $12.8K
|
1.06K
$66.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
44+ 0.85% |
$11.7K - $12.8K
|
5.25K
$329K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
43+ 0.54% |
$11.4K - $12.5K
|
8.01K
$502K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
42+ 0.6% |
$11.2K - $12.2K
|
7.09K
$444K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
42New |
$11.2K - $12.2K
|
42
$2.63K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
42New |
$11.2K - $12.2K
|
42
$2.63K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
42New |
$11.2K - $12.2K
|
42
$2.63K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
41+ 12.69% |
$10.9K - $11.9K
|
364
$22.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
41+ 1.43% |
$10.9K - $11.9K
|
2.91K
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
40New |
$10.6K - $11.6K
|
40
$2.51K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
40+ 1.79% |
$10.6K - $11.6K
|
2.27K
$142K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
40New |
$10.6K - $11.6K
|
40
$2.51K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
39+ 3.65% |
$10.4K - $11.3K
|
1.11K
$69.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
39New |
$10.4K - $11.3K
|
39
$2.44K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
38+ 0.74% |
$10.1K - $11K
|
5.2K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
38+ 2.49% |
$10.1K - $11K
|
1.56K
$97.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37+ 0.32% |
$9.83K - $10.7K
|
11.7K
$735K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37New |
$9.83K - $10.7K
|
37
$2.32K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
36+ 0.98% |
$9.57K - $10.5K
|
3.72K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
36+ 4.05% |
$9.57K - $10.5K
|
924
$57.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
36+ 1.5% |
$9.57K - $10.5K
|
2.44K
$153K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
36New |
$9.57K - $10.5K
|
36
$2.26K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
35+ 1.65% |
$9.3K - $10.2K
|
2.15K
$135K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
35New |
$9.3K - $10.2K
|
35
$2.19K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
35+ 0.32% |
$9.3K - $10.2K
|
11.1K
$695K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
35+ 3.14% |
$9.3K - $10.2K
|
1.15K
$71.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
34+ 1.86% |
$9.04K - $9.88K
|
1.86K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
34+ 3.13% |
$9.04K - $9.88K
|
1.12K
$70.2K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
33+ 2.3% |
$8.77K - $9.59K
|
1.47K
$91.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
32+ 2.26% |
$8.51K - $9.3K
|
1.45K
$90.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 57.14% |
$8.51K - $9.3K
|
88
$5.51K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
31+ 0.03% |
$8.24K - $9.01K
|
89K
$5.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
31+ 0.63% |
$8.24K - $9.01K
|
4.94K
$310K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
31+ 1.71% |
$8.24K - $9.01K
|
1.84K
$115K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
30New |
$7.97K - $8.72K
|
30
$1.88K
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
30+ 2.37% |
$7.97K - $8.72K
|
1.3K
$81.1K
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
29+ 1.87% |
$7.71K - $8.43K
|
1.58K
$99K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
29+ 0.07% |
$7.71K - $8.43K
|
41.3K
$2.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 0.62% |
$7.71K - $8.43K
|
4.69K
$294K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
29New |
$7.71K - $8.43K
|
29
$1.82K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
28+ 2.69% |
$7.44K - $8.14K
|
1.07K
$66.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
28+ 11.07% |
$7.44K - $8.14K
|
281
$17.6K
|