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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-145- 3.7% |
$38.5K - $42.1K
|
3.77K
$236K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-145- 1.01% |
$38.5K - $42.1K
|
14.2K
$888K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-145- 7.86% |
$38.5K - $42.1K
|
1.7K
$106K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-148- 1.47% |
$39.3K - $43K
|
9.93K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-150- 3.08% |
$39.9K - $43.6K
|
4.71K
$295K
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-167- 0.49% |
$44.4K - $48.5K
|
33.6K
$2.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-168- 2.95% |
$44.7K - $48.8K
|
5.53K
$346K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-172- 12.13% |
$45.7K - $50K
|
1.25K
$78K
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-173- 0.71% |
$46K - $50.3K
|
24.3K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-175- 2.04% |
$46.5K - $50.8K
|
8.41K
$526K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-175- 4.75% |
$46.5K - $50.8K
|
3.51K
$220K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-176- 7.57% |
$46.8K - $51.1K
|
2.15K
$135K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-178- 8.98% |
$47.3K - $51.7K
|
1.8K
$113K
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-179- 18.51% |
$47.6K - $52K
|
788
$49.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-180- 3.74% |
$47.8K - $52.3K
|
4.64K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-181- 1.73% |
$48.1K - $52.6K
|
10.3K
$642K
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-183- 1.43% |
$48.6K - $53.2K
|
12.6K
$792K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-184- 1.28% |
$48.9K - $53.5K
|
14.2K
$890K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-184- 2.28% |
$48.9K - $53.5K
|
7.87K
$493K
|
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-185- 16.4% |
$49.2K - $53.7K
|
943
$59K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-185- 8.08% |
$49.2K - $53.7K
|
2.11K
$132K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-186- 2.92% |
$49.4K - $54K
|
6.18K
$387K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-186- 2.92% |
$49.4K - $54K
|
6.18K
$387K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-189- 1.86% |
$50.2K - $54.9K
|
9.96K
$624K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-190- 0.37% |
$50.5K - $55.2K
|
50.5K
$3.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-191- 10.72% |
$50.8K - $55.5K
|
1.59K
$99.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-194- 0.93% |
$51.6K - $56.4K
|
20.6K
$1.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-196- 5.89% |
$52.1K - $56.9K
|
3.13K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-199- 14.96% |
$52.9K - $57.8K
|
1.13K
$70.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-201- 23.48% |
$53.4K - $58.4K
|
655
$41K
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-204- 10.14% |
$54.2K - $59.3K
|
1.81K
$113K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-209Closed |
$55.6K - $60.7K
|
0
$0
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-211- 2.63% |
$56.1K - $61.3K
|
7.8K
$488K
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-213- 5.19% |
$56.6K - $61.9K
|
3.89K
$244K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-216Closed |
$57.4K - $62.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-219- 2.22% |
$58.2K - $63.6K
|
9.63K
$603K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-224- 0.55% |
$59.5K - $65.1K
|
40.3K
$2.52M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-224- 2.52% |
$59.5K - $65.1K
|
8.68K
$544K
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-227- 17.92% |
$60.3K - $66K
|
1.04K
$65.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-230- 15.23% |
$61.1K - $66.8K
|
1.28K
$80.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-231- 1.18% |
$61.4K - $67.1K
|
19.4K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-232- 6.38% |
$61.7K - $67.4K
|
3.4K
$213K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-238- 5.91% |
$63.3K - $69.1K
|
3.79K
$237K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-240- 0.78% |
$63.8K - $69.7K
|
30.6K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-243- 3.51% |
$64.6K - $70.6K
|
6.69K
$419K
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-245- 29.52% |
$65.1K - $71.2K
|
585
$36.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-246- 4.24% |
$65.4K - $71.5K
|
5.55K
$347K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-247- 9.47% |
$65.7K - $71.8K
|
2.36K
$148K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-249- 3.41% |
$66.2K - $72.3K
|
7.05K
$441K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-250- 1.29% |
$66.5K - $72.6K
|
19.2K
$1.2M
|