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 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-484- 2.37% |
$129K - $141K
|
20K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-498- 38.72% |
$132K - $145K
|
788
$49.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-502- 0.27% |
$133K - $146K
|
184K
$11.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-504- 1.85% |
$134K - $146K
|
26.8K
$1.68M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-506- 2.52% |
$134K - $147K
|
19.6K
$1.23M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-510- 3.67% |
$136K - $148K
|
13.4K
$839K
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-515- 5.56% |
$137K - $150K
|
8.75K
$548K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-522- 3.24% |
$139K - $152K
|
15.6K
$977K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-525- 36.64% |
$140K - $153K
|
908
$56.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-537- 1.64% |
$143K - $156K
|
32.3K
$2.02M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-537- 1.64% |
$143K - $156K
|
32.3K
$2.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-545- 41.7% |
$145K - $158K
|
762
$47.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-555- 13.33% |
$148K - $161K
|
3.61K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-555- 1.61% |
$148K - $161K
|
33.9K
$2.12M
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-560- 4.93% |
$149K - $163K
|
10.8K
$676K
|
|
|
Feb 09, 2022
Q4 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-563- 39.18% |
$150K - $164K
|
874
$54.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-566- 1.38% |
$150K - $164K
|
40.4K
$2.53M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-579- 8.43% |
$154K - $168K
|
6.29K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-580- 32.95% |
$154K - $169K
|
1.18K
$73.9K
|
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
SELL
|
- |
-587- 1.81% |
$156K - $171K
|
31.9K
$2M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-589- 3.79% |
$157K - $171K
|
15K
$936K
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-595- 4.11% |
$158K - $173K
|
13.9K
$869K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-599- 4.14% |
$159K - $174K
|
13.9K
$869K
|
|
|
Feb 11, 2022
Q4 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-600Closed |
$159K - $174K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-603- 2.99% |
$160K - $175K
|
19.6K
$1.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-607- 2.24% |
$161K - $176K
|
26.5K
$1.66M
|
|
|
Nov 16, 2023
Q4 2021
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-607- 3.66% |
$161K - $176K
|
16K
$1M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-614- 7.08% |
$163K - $178K
|
8.05K
$504K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-639- 1.66% |
$170K - $186K
|
37.9K
$2.37M
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-647- 25.78% |
$172K - $188K
|
1.86K
$117K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-656- 21.69% |
$174K - $191K
|
2.37K
$148K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-658- 4.24% |
$175K - $191K
|
14.9K
$930K
|
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
SELL
|
- |
-664- 1.83% |
$176K - $193K
|
35.6K
$2.23M
|
|
|
Jan 13, 2022
Q4 2021
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-668- 1.04% |
$178K - $194K
|
63.7K
$3.99M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-673- 15.91% |
$179K - $196K
|
3.56K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-674- 7.32% |
$179K - $196K
|
8.53K
$534K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-679- 6.87% |
$180K - $197K
|
9.21K
$576K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-685- 1.35% |
$182K - $199K
|
49.9K
$3.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-690- 6.85% |
$183K - $200K
|
9.38K
$587K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-695- 34.98% |
$185K - $202K
|
1.29K
$80.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-702- 1.45% |
$187K - $204K
|
47.6K
$2.98M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-705- 0.97% |
$187K - $205K
|
71.7K
$4.49M
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
SELL
|
- |
-721- 2.6% |
$192K - $209K
|
27K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-722- 1.44% |
$192K - $210K
|
49.5K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-729- 1.77% |
$194K - $212K
|
40.4K
$2.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-731- 3.21% |
$194K - $212K
|
22.1K
$1.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-738Closed |
$196K - $214K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-750- 1.85% |
$199K - $218K
|
39.8K
$2.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-750Closed |
$199K - $218K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-751- 44.2% |
$200K - $218K
|
948
$59.4K
|