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
|
Wealthsource Partners, LLC
|
SELL
|
- |
-48- 0.77% |
$12.8K - $13.9K
|
6.21K
$389K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-49Closed |
$13K - $14.2K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 6.29% |
$13.3K - $14.5K
|
745
$46.6K
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-50- 5.97% |
$13.3K - $14.5K
|
788
$49.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-50- 0.64% |
$13.3K - $14.5K
|
7.71K
$483K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-51- 0.21% |
$13.6K - $14.8K
|
23.9K
$1.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-52- 0.42% |
$13.8K - $15.1K
|
12.4K
$775K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-53- 0.14% |
$14.1K - $15.4K
|
36.7K
$2.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-54- 0.47% |
$14.4K - $15.7K
|
11.3K
$710K
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-54- 0.38% |
$14.4K - $15.7K
|
14K
$878K
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-55- 0.62% |
$14.6K - $16K
|
8.79K
$551K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-55- 1.76% |
$14.6K - $16K
|
3.07K
$192K
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-55- 2.42% |
$14.6K - $16K
|
2.21K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-55- 4.79% |
$14.6K - $16K
|
1.09K
$68.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-57- 0.47% |
$15.2K - $16.6K
|
12.2K
$762K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-58- 1.38% |
$15.4K - $16.9K
|
4.14K
$259K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-58- 1.25% |
$15.4K - $16.9K
|
4.59K
$288K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-60- 5.88% |
$15.9K - $17.4K
|
961
$60.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-62Closed |
$16.5K - $18K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-64- 0.5% |
$17K - $18.6K
|
12.7K
$796K
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-65- 1.04% |
$17.3K - $18.9K
|
6.17K
$386K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-66- 1.43% |
$17.5K - $19.2K
|
4.55K
$285K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-66- 13.87% |
$17.5K - $19.2K
|
410
$25.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
SELL
|
- |
-67- 0.94% |
$17.8K - $19.5K
|
7.07K
$442K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-67- 0.43% |
$17.8K - $19.5K
|
15.5K
$973K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-68- 1.01% |
$18.1K - $19.8K
|
6.63K
$415K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-69- 0.76% |
$18.3K - $20K
|
9K
$564K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-70- 7.04% |
$18.6K - $20.3K
|
924
$57.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-70- 3.63% |
$18.6K - $20.3K
|
1.86K
$117K
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-72- 1.74% |
$19.1K - $20.9K
|
4.06K
$254K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-74- 0.96% |
$19.7K - $21.5K
|
7.67K
$480K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-75- 0.53% |
$19.9K - $21.8K
|
14.1K
$882K
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-75- 2.01% |
$19.9K - $21.8K
|
3.65K
$228K
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-75- 1.86% |
$19.9K - $21.8K
|
3.97K
$248K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
SELL
|
- |
-76- 2.81% |
$20.2K - $22.1K
|
2.63K
$165K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-78- 5.12% |
$20.7K - $22.7K
|
1.45K
$90.5K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-80- 4.44% |
$21.3K - $23.2K
|
1.72K
$108K
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-80- 0.08% |
$21.3K - $23.2K
|
106K
$6.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-82- 7.47% |
$21.8K - $23.8K
|
1.02K
$63.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-84- 2.24% |
$22.3K - $24.4K
|
3.67K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-86- 4.98% |
$22.9K - $25K
|
1.64K
$103K
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-86- 4.84% |
$22.9K - $25K
|
1.69K
$106K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-89- 2.61% |
$23.7K - $25.9K
|
3.32K
$208K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-89- 0.52% |
$23.7K - $25.9K
|
16.9K
$1.06M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-93- 0.16% |
$24.7K - $27K
|
58.6K
$3.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-95- 10.73% |
$25.3K - $27.6K
|
790
$49.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-95- 6.97% |
$25.3K - $27.6K
|
1.27K
$79.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-96- 2.23% |
$25.5K - $27.9K
|
4.21K
$264K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-98Closed |
$26K - $28.5K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-98- 5.24% |
$26K - $28.5K
|
1.77K
$111K
|