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 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-253- 0.25% |
$67.2K - $73.5K
|
99.3K
$6.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-255- 1.82% |
$67.8K - $74.1K
|
13.7K
$860K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-256- 7.09% |
$68K - $74.4K
|
3.35K
$210K
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-256- 24.22% |
$68K - $74.4K
|
801
$50.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-260- 3.97% |
$69.1K - $75.5K
|
6.29K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-263- 4.74% |
$69.9K - $76.4K
|
5.28K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-264- 10.8% |
$70.2K - $76.7K
|
2.18K
$137K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-267- 4.36% |
$71K - $77.6K
|
5.86K
$367K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-270- 3.91% |
$71.8K - $78.4K
|
6.64K
$416K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-276- 6.36% |
$73.4K - $80.2K
|
4.06K
$254K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-284- 0.29% |
$75.5K - $82.5K
|
96.4K
$6.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-287- 3.09% |
$76.3K - $83.4K
|
9K
$564K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-288- 0.98% |
$76.6K - $83.7K
|
29.2K
$1.83M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-288- 3.9% |
$76.6K - $83.7K
|
7.1K
$444K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-295Closed |
$78.4K - $85.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-300- 18.75% |
$79.7K - $87.2K
|
1.3K
$81.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-303- 16.18% |
$80.5K - $88K
|
1.57K
$98.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-314- 1.44% |
$83.5K - $91.2K
|
21.6K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-314- 0.63% |
$83.5K - $91.2K
|
49.2K
$3.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-319- 3.79% |
$84.8K - $92.7K
|
8.11K
$507K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-321- 3.34% |
$85.3K - $93.3K
|
9.28K
$581K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-321- 5.9% |
$85.3K - $93.3K
|
5.12K
$321K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-324- 43.78% |
$86.1K - $94.1K
|
416
$26K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
SELL
|
- |
-325- 15.31% |
$86.4K - $94.4K
|
1.8K
$113K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-325- 17.2% |
$86.4K - $94.4K
|
1.56K
$97.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-337- 3.86% |
$89.6K - $97.9K
|
8.4K
$526K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-342- 1.27% |
$90.9K - $99.4K
|
26.6K
$1.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-346- 1.39% |
$92K - $101K
|
24.6K
$1.54M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-360- 5.96% |
$95.7K - $105K
|
5.68K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-364- 0.54% |
$96.8K - $106K
|
67.1K
$4.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-370- 5.71% |
$98.3K - $107K
|
6.11K
$382K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-373- 10.99% |
$99.1K - $108K
|
3.02K
$189K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-376- 4.25% |
$99.9K - $109K
|
8.47K
$530K
|
|
|
Mar 21, 2023
Q4 2021
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-377Closed |
$100K - $110K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-378- 15.27% |
$100K - $110K
|
2.1K
$131K
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
SELL
|
- |
-379- 16.99% |
$101K - $110K
|
1.85K
$116K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-380- 0.91% |
$101K - $110K
|
41.5K
$2.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-382- 1.3% |
$102K - $111K
|
28.9K
$1.81M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-383- 1.82% |
$102K - $111K
|
20.7K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-402- 4.47% |
$107K - $117K
|
8.59K
$538K
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-411- 12.9% |
$109K - $119K
|
2.78K
$174K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-415- 29.08% |
$110K - $121K
|
1.01K
$63.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-427- 11.1% |
$114K - $124K
|
3.42K
$214K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-436- 7.23% |
$116K - $127K
|
5.6K
$350K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-440- 0.45% |
$117K - $128K
|
96.8K
$6.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-447- 4.97% |
$119K - $130K
|
8.54K
$535K
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-449- 2.56% |
$119K - $130K
|
17.1K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-468- 1.0% |
$124K - $136K
|
46.2K
$2.89M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-476- 22.54% |
$127K - $138K
|
1.64K
$102K
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
SELL
|
- |
-476- 4.87% |
$127K - $138K
|
9.29K
$582K
|