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
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-770Closed |
$205K - $224K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-772- 1.89% |
$205K - $224K
|
40K
$2.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-784- 1.05% |
$208K - $228K
|
74K
$4.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-803- 1.07% |
$213K - $233K
|
74.1K
$4.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-817- 3.66% |
$217K - $237K
|
21.5K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-818- 1.59% |
$217K - $238K
|
50.6K
$3.17M
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-853Closed |
$227K - $248K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-856- 46.35% |
$228K - $249K
|
991
$62K
|
|
|
Jan 24, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
SELL
|
- |
-875- 5.24% |
$233K - $254K
|
15.8K
$991K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-880- 7.59% |
$234K - $256K
|
10.7K
$671K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-885- 2.07% |
$235K - $257K
|
41.9K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-891- 16.16% |
$237K - $259K
|
4.62K
$290K
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-892- 4.61% |
$237K - $259K
|
18.5K
$1.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-911- 13.4% |
$242K - $265K
|
5.89K
$369K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-920- 1.11% |
$245K - $267K
|
81.6K
$5.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-927Closed |
$246K - $269K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-935Closed |
$249K - $272K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-943- 0.19% |
$251K - $274K
|
494K
$30.9M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-946- 3.26% |
$251K - $275K
|
28.1K
$1.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-987- 4.22% |
$262K - $287K
|
22.4K
$1.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-989- 2.17% |
$263K - $287K
|
44.6K
$2.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1K- 18.87% |
$267K - $292K
|
4.32K
$270K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.02K- 6.96% |
$272K - $297K
|
13.7K
$855K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.03K- 0.91% |
$275K - $300K
|
113K
$7.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.06KClosed |
$280K - $307K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.1K- 20.91% |
$293K - $321K
|
4.18K
$261K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.11K- 0.62% |
$295K - $322K
|
179K
$11.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.13K- 18.12% |
$300K - $328K
|
5.1K
$319K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.16K- 0.91% |
$309K - $338K
|
127K
$7.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.17K- 4.16% |
$310K - $339K
|
26.9K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.17K- 0.3% |
$311K - $340K
|
383K
$24M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 15.02% |
$314K - $344K
|
6.69K
$419K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.19K- 21.95% |
$316K - $345K
|
4.23K
$265K
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.21K- 98.78% |
$323K - $353K
|
15
$939
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.22K- 7.67% |
$324K - $354K
|
14.7K
$919K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 8.89% |
$329K - $360K
|
12.7K
$795K
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.34K- 1.34% |
$357K - $390K
|
98.8K
$6.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-1.38K- 2.71% |
$366K - $400K
|
49.4K
$3.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.44K- 0.62% |
$381K - $417K
|
229K
$14.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.5K- 8.05% |
$398K - $435K
|
17.1K
$1.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.57K- 40.71% |
$418K - $457K
|
2.29K
$143K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.59K- 12.66% |
$422K - $461K
|
10.9K
$685K
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.59K- 0.66% |
$423K - $463K
|
240K
$15M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.6K- 7.24% |
$424K - $464K
|
20.5K
$1.28M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.66KClosed |
$440K - $481K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.66K- 6.54% |
$442K - $483K
|
23.7K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.69K- 14.33% |
$450K - $492K
|
10.1K
$634K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.7K- 23.96% |
$451K - $492K
|
5.38K
$337K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-1.73K- 11.18% |
$461K - $504K
|
13.8K
$862K
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.81K- 3.19% |
$481K - $526K
|
55K
$3.44M
|