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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
28+ 1.05% |
$7.44K - $8.14K
|
2.7K
$169K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
27+ 1.66% |
$7.18K - $7.84K
|
1.66K
$104K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
27+ 0.18% |
$7.18K - $7.84K
|
15.3K
$959K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27New |
$7.18K - $7.84K
|
27
$1.69K
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.14% |
$6.91K - $7.55K
|
2.32K
$145K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
25+ 1.09% |
$6.65K - $7.26K
|
2.32K
$146K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
25+ 2.57% |
$6.65K - $7.26K
|
997
$62.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
25+ 0.54% |
$6.65K - $7.26K
|
4.67K
$293K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
24+ 0.18% |
$6.38K - $6.97K
|
13.4K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
23+ 9.16% |
$6.11K - $6.68K
|
274
$17.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
23+ 0.75% |
$6.11K - $6.68K
|
3.09K
$194K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
22New |
$5.85K - $6.39K
|
22
$1.38K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
22New |
$5.85K - $6.39K
|
22
$1.38K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.31% |
$5.58K - $6.1K
|
6.78K
$425K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
21New |
$5.58K - $6.1K
|
21
$1.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
21+ 0.74% |
$5.58K - $6.1K
|
2.84K
$178K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
21+ 0.41% |
$5.58K - $6.1K
|
5.2K
$326K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
20+ 0.57% |
$5.32K - $5.81K
|
3.51K
$220K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 1.1% |
$5.32K - $5.81K
|
1.85K
$116K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
19+ 0.24% |
$5.05K - $5.52K
|
8.07K
$506K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
19+ 0.56% |
$5.05K - $5.52K
|
3.41K
$213K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
19+ 0.29% |
$5.05K - $5.52K
|
6.56K
$411K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
18+ 0.11% |
$4.78K - $5.23K
|
15.9K
$996K
|
|
|
Feb 10, 2022
Q4 2021
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
18+ 0.73% |
$4.78K - $5.23K
|
2.48K
$155K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 4.75% |
$4.78K - $5.23K
|
397
$24.9K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 2.44% |
$4.78K - $5.23K
|
755
$47.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
18New |
$4.78K - $5.23K
|
18
$1.13K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.06% |
$4.52K - $4.94K
|
28.7K
$1.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
17+ 0.47% |
$4.52K - $4.94K
|
3.64K
$228K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
17+ 0.42% |
$4.52K - $4.94K
|
4.04K
$253K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17+ 0.07% |
$4.52K - $4.94K
|
25.4K
$1.59M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
16+ 0.66% |
$4.25K - $4.65K
|
2.44K
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
16+ 1.01% |
$4.25K - $4.65K
|
1.59K
$99.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
16+ 1.23% |
$4.25K - $4.65K
|
1.32K
$82.5K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.84% |
$3.72K - $4.07K
|
1.69K
$106K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
14+ 11.76% |
$3.72K - $4.07K
|
133
$8.33K
|
|
|
Jan 27, 2022
Q4 2021
|
Close Asset Management LTD
|
BUY
|
- |
14New |
$3.72K - $4.07K
|
14
$877
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14+ 0.59% |
$3.72K - $4.07K
|
2.39K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
14+ 0.59% |
$3.72K - $4.07K
|
2.4K
$150K
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
14+ 0.43% |
$3.72K - $4.07K
|
3.28K
$206K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 0.55% |
$3.46K - $3.78K
|
2.37K
$149K
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
12+ 0.7% |
$3.19K - $3.49K
|
1.73K
$108K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
12+ 0.17% |
$3.19K - $3.49K
|
7.15K
$448K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
11+ 0.43% |
$2.92K - $3.2K
|
2.59K
$162K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
11+ 0.77% |
$2.92K - $3.2K
|
1.43K
$89.7K
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
11+ 0.71% |
$2.92K - $3.2K
|
1.56K
$97.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
10+ 0.75% |
$2.66K - $2.91K
|
1.34K
$84K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
10+ 1.06% |
$2.66K - $2.91K
|
950
$59.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
10New |
$2.66K - $2.91K
|
10
$627
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10+ 0.49% |
$2.66K - $2.91K
|
2.06K
$129K
|