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
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-100- 6.56% |
$26.6K - $29.1K
|
1.42K
$89.2K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-101- 1.55% |
$26.8K - $29.3K
|
6.43K
$403K
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-101- 0.7% |
$26.8K - $29.3K
|
14.3K
$898K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-102- 0.43% |
$27.1K - $29.6K
|
23.6K
$1.48M
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-104- 2.07% |
$27.6K - $30.2K
|
4.93K
$308K
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-105- 0.5% |
$27.9K - $30.5K
|
21.1K
$1.32M
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-105- 2.85% |
$27.9K - $30.5K
|
3.58K
$224K
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-105- 0.71% |
$27.9K - $30.5K
|
14.6K
$917K
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-105- 8.92% |
$27.9K - $30.5K
|
1.07K
$67.1K
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-105- 0.18% |
$27.9K - $30.5K
|
58.3K
$3.65M
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
SELL
|
- |
-107- 5.6% |
$28.4K - $31.1K
|
1.81K
$113K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
SELL
|
- |
-108- 2.7% |
$28.7K - $31.4K
|
3.89K
$243K
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-108- 10.75% |
$28.7K - $31.4K
|
897
$56.2K
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-109- 2.42% |
$29K - $31.7K
|
4.4K
$276K
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-110- 0.32% |
$29.2K - $32K
|
33.9K
$2.12M
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-110- 4.46% |
$29.2K - $32K
|
2.35K
$147K
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-110- 1.77% |
$29.2K - $32K
|
6.1K
$382K
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-111- 2.84% |
$29.5K - $32.2K
|
3.8K
$238K
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-111- 1.88% |
$29.5K - $32.2K
|
5.81K
$364K
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-113- 2.66% |
$30K - $32.8K
|
4.14K
$259K
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-113- 2.87% |
$30K - $32.8K
|
3.82K
$239K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-113Closed |
$30K - $32.8K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
SELL
|
- |
-114- 2.0% |
$30.3K - $33.1K
|
5.57K
$349K
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-116- 10.13% |
$30.8K - $33.7K
|
1.03K
$64.4K
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-116Closed |
$30.8K - $33.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-116- 12.57% |
$30.8K - $33.7K
|
807
$50.5K
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-117- 12.3% |
$31.1K - $34K
|
834
$52.2K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-122- 3.36% |
$32.4K - $35.4K
|
3.51K
$220K
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
SELL
|
- |
-123- 6.31% |
$32.7K - $35.7K
|
1.83K
$114K
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-126- 1.14% |
$33.5K - $36.6K
|
11K
$686K
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-128- 8.2% |
$34K - $37.2K
|
1.43K
$89.7K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-128- 0.52% |
$34K - $37.2K
|
24.5K
$1.53M
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-129- 0.65% |
$34.3K - $37.5K
|
19.7K
$1.23M
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-130- 3.04% |
$34.6K - $37.8K
|
4.15K
$260K
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-130- 2.18% |
$34.6K - $37.8K
|
5.84K
$366K
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-131- 6.13% |
$34.8K - $38.1K
|
2.01K
$126K
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
SELL
|
- |
-131- 0.28% |
$34.8K - $38.1K
|
46K
$2.88M
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-132- 0.63% |
$35.1K - $38.4K
|
20.8K
$1.3M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-132- 0.04% |
$35.1K - $38.4K
|
346K
$21.7M
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-134- 2.21% |
$35.6K - $38.9K
|
5.93K
$371K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-134- 9.15% |
$35.6K - $38.9K
|
1.33K
$83.3K
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-136- 5.08% |
$36.2K - $39.5K
|
2.54K
$159K
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-136- 14.7% |
$36.2K - $39.5K
|
789
$49.4K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-136- 0.89% |
$36.2K - $39.5K
|
15.2K
$951K
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-137- 7.29% |
$36.4K - $39.8K
|
1.74K
$109K
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-138- 1.31% |
$36.7K - $40.1K
|
10.4K
$653K
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
SELL
|
- |
-139- 5.2% |
$36.9K - $40.4K
|
2.54K
$159K
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-140- 2.23% |
$37.2K - $40.7K
|
6.13K
$383K
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-140- 8.78% |
$37.2K - $40.7K
|
1.45K
$91K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-143- 6.11% |
$38K - $41.5K
|
2.2K
$138K
|