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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-4.3K- 85.71% |
$1.14M - $1.25M
|
717
$45.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-4.59K- 39.31% |
$1.22M - $1.33M
|
7.09K
$446K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.61K- 2.42% |
$1.22M - $1.34M
|
186K
$11.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.72K- 48.22% |
$1.25M - $1.37M
|
5.07K
$319K
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-4.74K- 7.23% |
$1.26M - $1.38M
|
60.8K
$3.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.78K- 18.73% |
$1.27M - $1.39M
|
20.7K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-4.81K- 90.96% |
$1.28M - $1.4M
|
478
$30.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.83K- 8.98% |
$1.28M - $1.4M
|
48.9K
$3.08M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.88K- 1.42% |
$1.3M - $1.42M
|
339K
$21.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-4.89K- 18.87% |
$1.3M - $1.42M
|
21K
$1.32M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-4.98K- 6.92% |
$1.32M - $1.45M
|
66.9K
$4.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.11K- 1.31% |
$1.36M - $1.48M
|
385K
$24.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5.21K- 26.68% |
$1.38M - $1.51M
|
14.3K
$900K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.5K- 87.38% |
$1.46M - $1.6M
|
794
$50K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.51K- 2.97% |
$1.46M - $1.6M
|
180K
$11.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5.73K- 3.58% |
$1.52M - $1.67M
|
154K
$9.7M
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.73KClosed |
$1.52M - $1.67M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-5.75K- 53.13% |
$1.53M - $1.67M
|
5.07K
$319K
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-5.98K- 50.46% |
$1.59M - $1.74M
|
5.87K
$369K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-5.98K- 20.48% |
$1.59M - $1.74M
|
23.2K
$1.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-6.06K- 1.82% |
$1.61M - $1.76M
|
326K
$20.5M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-6.06K- 1.72% |
$1.61M - $1.76M
|
347K
$21.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.46K- 2.42% |
$1.72M - $1.88M
|
261K
$16.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-6.5K- 0.39% |
$1.73M - $1.89M
|
1.64M
$103M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-7K- 72.92% |
$1.86M - $2.03M
|
2.6K
$164K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.12K- 84.74% |
$1.89M - $2.07M
|
1.28K
$80.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
SELL
|
- |
-7.13K- 1.41% |
$1.9M - $2.07M
|
498K
$31.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.19K- 0.33% |
$1.91M - $2.09M
|
2.16M
$136M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.5K- 3.16% |
$1.99M - $2.18M
|
230K
$14.5M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-7.59K- 21.43% |
$2.02M - $2.21M
|
27.8K
$1.75M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.86K- 2.75% |
$2.09M - $2.28M
|
278K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.08KClosed |
$2.15M - $2.35M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
SELL
|
- |
-8.08K- 12.03% |
$2.15M - $2.35M
|
59.1K
$3.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-8.54K- 3.76% |
$2.27M - $2.48M
|
219K
$13.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.96K- 27.61% |
$2.38M - $2.6M
|
23.5K
$1.48M
|
|
|
Jan 20, 2022
Q4 2021
|
Divergent Wealth Advisors
|
SELL
|
- |
-10.1K- 16.96% |
$2.7M - $2.95M
|
49.7K
$3.13M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.6K- 3.08% |
$2.81M - $3.07M
|
332K
$20.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.1K- 1.23% |
$2.96M - $3.24M
|
895K
$56.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-12.7KClosed |
$3.37M - $3.68M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-12.9K- 24.89% |
$3.42M - $3.74M
|
38.9K
$2.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-13.4KClosed |
$3.56M - $3.9M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.4K- 19.84% |
$3.82M - $4.18M
|
58.1K
$3.66M
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-15KClosed |
$4M - $4.37M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-16K- 12.2% |
$4.25M - $4.64M
|
115K
$7.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-16.5K- 1.66% |
$4.37M - $4.78M
|
972K
$61.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.5K- 20.36% |
$4.64M - $5.08M
|
68.4K
$4.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-19K- 0.74% |
$5.06M - $5.53M
|
2.54M
$160M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-19.1K- 1.0% |
$5.07M - $5.54M
|
1.88M
$118M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-19.1K- 16.75% |
$5.07M - $5.55M
|
94.9K
$5.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.5K- 8.33% |
$5.19M - $5.67M
|
215K
$13.5M
|