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
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.86K- 4.99% |
$495K - $541K
|
35.5K
$2.22M
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.87K- 0.56% |
$496K - $542K
|
331K
$20.7M
|
|
Feb 15, 2022
Q4 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.88K- 2.49% |
$499K - $545K
|
73.5K
$4.6M
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.91K- 1.8% |
$507K - $554K
|
104K
$6.5M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.92K- 0.6% |
$511K - $558K
|
320K
$20M
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-1.94K- 2.46% |
$516K - $564K
|
77.1K
$4.83M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.97K- 10.09% |
$523K - $571K
|
17.5K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2.09KClosed |
$556K - $608K
|
0
$0
|
|
Dec 26, 2024
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-2.11K- 64.4% |
$561K - $613K
|
1.17K
$73.1K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.14K- 0.79% |
$568K - $621K
|
267K
$16.7M
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.15K- 9.86% |
$571K - $624K
|
19.6K
$1.23M
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 1.56% |
$585K - $639K
|
139K
$8.69M
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-2.25K- 12.32% |
$599K - $654K
|
16K
$1M
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.34K- 32.0% |
$623K - $680K
|
4.98K
$312K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.41K- 2.51% |
$641K - $701K
|
93.6K
$5.86M
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.42K- 9.3% |
$642K - $702K
|
23.6K
$1.48M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.42K- 9.96% |
$643K - $703K
|
21.9K
$1.37M
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.47K- 4.22% |
$655K - $716K
|
55.9K
$3.5M
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-2.5K- 32.4% |
$666K - $728K
|
5.23K
$327K
|
|
Jan 31, 2022
Q4 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.61K- 7.08% |
$695K - $759K
|
34.3K
$2.15M
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.63K- 9.06% |
$698K - $763K
|
26.4K
$1.65M
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.73K- 2.21% |
$727K - $794K
|
121K
$7.59M
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.78K- 2.3% |
$739K - $807K
|
118K
$7.38M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 16.2% |
$745K - $814K
|
14.5K
$907K
|
|
Jan 12, 2022
Q4 2021
|
Moneywise, Inc.
|
SELL
|
- |
-2.83K- 14.46% |
$751K - $821K
|
16.7K
$1.05M
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-2.92K- 52.61% |
$777K - $849K
|
2.63K
$165K
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.96KClosed |
$787K - $860K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.98K- 5.77% |
$791K - $865K
|
48.6K
$3.05M
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.01K- 27.03% |
$801K - $876K
|
8.14K
$509K
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-3.1K- 10.22% |
$823K - $899K
|
27.2K
$1.7M
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-3.11K- 58.73% |
$826K - $903K
|
2.18K
$137K
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-3.26K- 62.03% |
$866K - $946K
|
1.99K
$125K
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-3.27K- 23.58% |
$870K - $951K
|
10.6K
$664K
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3.33K- 70.6% |
$885K - $968K
|
1.39K
$86.8K
|
|
Jun 20, 2024
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-3.37K- 5.01% |
$894K - $978K
|
63.8K
$4M
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.39K- 2.19% |
$901K - $984K
|
152K
$9.49M
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-3.57K- 89.94% |
$948K - $1.04M
|
399
$25K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.6K- 3.82% |
$956K - $1.04M
|
90.6K
$5.67M
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-3.6KClosed |
$956K - $1.05M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.63KClosed |
$965K - $1.06M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-3.73K- 26.15% |
$990K - $1.08M
|
10.5K
$659K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.73K- 39.8% |
$991K - $1.08M
|
5.64K
$353K
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-3.8K- 4.33% |
$1.01M - $1.1M
|
84.1K
$5.26M
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-3.84K- 29.13% |
$1.02M - $1.12M
|
9.35K
$585K
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-3.88K- 1.81% |
$1.03M - $1.13M
|
210K
$13.2M
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.99K- 75.0% |
$1.06M - $1.16M
|
1.33K
$83.3K
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-4.03K- 9.07% |
$1.07M - $1.17M
|
40.4K
$2.53M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-4.04KClosed |
$1.07M - $1.17M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-4.08KClosed |
$1.09M - $1.19M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-4.17K- 2.41% |
$1.11M - $1.21M
|
169K
$10.6M
|