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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-19- 1.25% |
$5.05K - $5.52K
|
1.5K
$94.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-19- 0.52% |
$5.05K - $5.52K
|
3.67K
$230K
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-20- 0.93% |
$5.32K - $5.81K
|
2.14K
$134K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-20- 2.41% |
$5.32K - $5.81K
|
810
$50.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-22- 0.03% |
$5.85K - $6.39K
|
71.6K
$4.49M
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-22- 0.09% |
$5.85K - $6.39K
|
25.6K
$1.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23- 0.63% |
$6.11K - $6.68K
|
3.65K
$228K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-23- 3.22% |
$6.11K - $6.68K
|
691
$43.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-23- 25.0% |
$6.11K - $6.68K
|
69
$4.32K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-23- 22.33% |
$6.11K - $6.68K
|
80
$5.01K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-24- 14.63% |
$6.38K - $6.97K
|
140
$8.77K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-25- 0.66% |
$6.65K - $7.26K
|
3.76K
$235K
|
|
|
Feb 15, 2022
Q4 2021
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-25- 17.01% |
$6.65K - $7.26K
|
122
$7.64K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-26- 32.5% |
$6.91K - $7.55K
|
54
$3.38K
|
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
SELL
|
- |
-28- 1.81% |
$7.44K - $8.14K
|
1.52K
$94.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-28- 9.56% |
$7.44K - $8.14K
|
265
$16.6K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-28Closed |
$7.44K - $8.14K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-29- 3.2% |
$7.71K - $8.43K
|
876
$54.9K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-30- 9.62% |
$7.97K - $8.72K
|
282
$17.7K
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-30Closed |
$7.97K - $8.72K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-30- 1.37% |
$7.97K - $8.72K
|
2.17K
$136K
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-30- 2.33% |
$7.97K - $8.72K
|
1.26K
$78.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-31- 1.6% |
$8.24K - $9.01K
|
1.91K
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-31- 0.71% |
$8.24K - $9.01K
|
4.33K
$272K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-32Closed |
$8.51K - $9.3K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-33- 1.35% |
$8.77K - $9.59K
|
2.41K
$151K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-33- 0.73% |
$8.77K - $9.59K
|
4.5K
$282K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-34- 0.58% |
$9.04K - $9.88K
|
5.81K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-34Closed |
$9.04K - $9.88K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-34- 0.54% |
$9.04K - $9.88K
|
6.32K
$396K
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-35- 4.81% |
$9.3K - $10.2K
|
692
$43.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-35- 4.61% |
$9.3K - $10.2K
|
724
$45.4K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-35- 2.15% |
$9.3K - $10.2K
|
1.59K
$99.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-36- 0.78% |
$9.57K - $10.5K
|
4.56K
$286K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-36- 0.8% |
$9.57K - $10.5K
|
4.48K
$281K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-36- 8.0% |
$9.57K - $10.5K
|
414
$25.9K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
SELL
|
- |
-38- 67.86% |
$10.1K - $11K
|
18
$1.13K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-38- 82.61% |
$10.1K - $11K
|
8
$501
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-38Closed |
$10.1K - $11K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
SELL
|
- |
-39- 1.31% |
$10.4K - $11.3K
|
2.93K
$184K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-39- 0.88% |
$10.4K - $11.3K
|
4.4K
$276K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-40Closed |
$10.6K - $11.6K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-41Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-42- 1.53% |
$11.2K - $12.2K
|
2.71K
$170K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-42- 0.04% |
$11.2K - $12.2K
|
104K
$6.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-42- 0.16% |
$11.2K - $12.2K
|
26.4K
$1.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.39% |
$11.4K - $12.5K
|
11.1K
$693K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-43Closed |
$11.4K - $12.5K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-44- 4.44% |
$11.7K - $12.8K
|
946
$59.3K
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-47- 0.52% |
$12.5K - $13.7K
|
9.07K
$568K
|