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
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$266 - $291
|
8.81K
$552K
|
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1+ 0.08% |
$266 - $291
|
1.23K
$77.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.17% |
$266 - $291
|
590
$37K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.79% |
$266 - $291
|
127
$7.96K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1+ 0.18% |
$266 - $291
|
552
$34.6K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$266 - $291
|
1.09K
$68.6K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-2- 0.05% |
$532 - $581
|
4.12K
$258K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-3- 0.23% |
$797 - $872
|
1.3K
$81.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-3- 0.07% |
$797 - $872
|
4.6K
$288K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3- 0.1% |
$797 - $872
|
2.89K
$181K
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-4- 0.03% |
$1.06K - $1.16K
|
13K
$817K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4- 0.35% |
$1.06K - $1.16K
|
1.14K
$71.2K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4- 0.03% |
$1.06K - $1.16K
|
13.5K
$846K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.09% |
$1.06K - $1.16K
|
4.48K
$281K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-6- 0.21% |
$1.59K - $1.74K
|
2.87K
$180K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6- 0.37% |
$1.59K - $1.74K
|
1.6K
$100K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-6Closed |
$1.59K - $1.74K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-6- 0.43% |
$1.59K - $1.74K
|
1.38K
$86.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-6- 0.33% |
$1.59K - $1.74K
|
1.79K
$112K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7- 0.45% |
$1.86K - $2.03K
|
1.53K
$96.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.11% |
$2.13K - $2.32K
|
7.46K
$467K
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
SELL
|
- |
-9- 0.33% |
$2.39K - $2.61K
|
2.7K
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-9- 10.98% |
$2.39K - $2.61K
|
73
$4.57K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-10- 0.57% |
$2.66K - $2.91K
|
1.74K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 0.57% |
$2.66K - $2.91K
|
1.75K
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-10- 0.29% |
$2.66K - $2.91K
|
3.41K
$214K
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-10- 0.68% |
$2.66K - $2.91K
|
1.47K
$92.2K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-11- 5.67% |
$2.92K - $3.2K
|
183
$11.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-11- 0.08% |
$2.92K - $3.2K
|
13.4K
$842K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-11- 0.49% |
$2.92K - $3.2K
|
2.22K
$139K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-12- 7.41% |
$3.19K - $3.49K
|
150
$9.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 0.34% |
$3.19K - $3.49K
|
3.5K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-12- 0.08% |
$3.19K - $3.49K
|
14.9K
$935K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-13- 0.66% |
$3.46K - $3.78K
|
1.94K
$122K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-13Closed |
$3.46K - $3.78K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-15- 0.07% |
$3.99K - $4.36K
|
20.8K
$1.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-15- 0.39% |
$3.99K - $4.36K
|
3.79K
$237K
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-15- 0.05% |
$3.99K - $4.36K
|
28.4K
$1.78M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-15- 8.93% |
$3.99K - $4.36K
|
153
$9.59K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-16- 94.12% |
$4.25K - $4.65K
|
1
$62.7
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-16- 1.09% |
$4.25K - $4.65K
|
1.46K
$91.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-17- 0.18% |
$4.52K - $4.94K
|
9.57K
$599K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-17- 0.02% |
$4.52K - $4.94K
|
91.7K
$5.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-18- 0.76% |
$4.78K - $5.23K
|
2.34K
$146K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-18- 0.22% |
$4.78K - $5.23K
|
8.3K
$520K
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-18- 0.32% |
$4.78K - $5.23K
|
5.64K
$354K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-19- 0.11% |
$5.05K - $5.52K
|
16.6K
$1.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-19- 0.5% |
$5.05K - $5.52K
|
3.81K
$239K
|
|
|
Jan 31, 2022
Q4 2021
|
Dupont Capital Management Corp
|
SELL
|
- |
-19- 9.09% |
$5.05K - $5.52K
|
190
$11.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-19- 3.89% |
$5.05K - $5.52K
|
469
$29.4K
|