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 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
10.4K+ 209.74% |
$2.75M - $3.01M
|
15.3K
$963K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
10.3K+ 4.37% |
$2.75M - $3M
|
247K
$15.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
10.3K+ 1.47% |
$2.75M - $3M
|
712K
$44.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
10.2K+ 3.49% |
$2.7M - $2.96M
|
302K
$19M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
10.1KNew |
$2.68M - $2.93M
|
10.1K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10K+ 36.72% |
$2.67M - $2.92M
|
37.4K
$2.35M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9.95K+ 6.81% |
$2.64M - $2.89M
|
156K
$9.82M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.89KNew |
$2.63M - $2.87M
|
9.89K
$622K
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
9.88KNew |
$2.63M - $2.87M
|
9.88K
$621K
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
9.85K+ 11.96% |
$2.62M - $2.86M
|
92.2K
$5.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.81K+ 10.86% |
$2.61M - $2.85M
|
100K
$6.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
9.77K+ 1.69% |
$2.6M - $2.84M
|
587K
$37M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9.63K+ 21.28% |
$2.56M - $2.8M
|
54.9K
$3.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
9.6K+ 129.6% |
$2.55M - $2.79M
|
17K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.59K+ 8.58% |
$2.55M - $2.79M
|
121K
$7.63M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
9.55KNew |
$2.54M - $2.77M
|
9.55K
$601K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
9.53KNew |
$2.53M - $2.77M
|
9.53K
$599K
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9.42KNew |
$2.5M - $2.74M
|
9.42K
$593K
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
9.39KNew |
$2.5M - $2.73M
|
9.39K
$591K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.2K+ 73.4% |
$2.45M - $2.67M
|
21.7K
$1.37M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
9.18K+ 6.13% |
$2.44M - $2.67M
|
159K
$9.99M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.14K+ 28.18% |
$2.43M - $2.66M
|
41.6K
$2.62M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.14K+ 32.55% |
$2.43M - $2.66M
|
37.2K
$2.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
9.12K+ 25.35% |
$2.42M - $2.65M
|
45.1K
$2.84M
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
9.01K+ 18.4% |
$2.39M - $2.62M
|
57.9K
$3.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.71K+ 5.2% |
$2.31M - $2.53M
|
176K
$11.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
8.7K+ 6.36% |
$2.31M - $2.53M
|
146K
$9.16M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.68K+ 7.88% |
$2.31M - $2.52M
|
119K
$7.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.56K+ 2.57% |
$2.27M - $2.49M
|
342K
$21.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
8.42K+ 9.73% |
$2.24M - $2.45M
|
95K
$5.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.4K+ 27.39% |
$2.23M - $2.44M
|
39.1K
$2.46M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
8.27K+ 4.75% |
$2.2M - $2.4M
|
183K
$11.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.18K+ 136.67% |
$2.18M - $2.38M
|
14.2K
$892K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
8.12KNew |
$2.16M - $2.36M
|
8.12K
$511K
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
8.12KNew |
$2.16M - $2.36M
|
8.12K
$511K
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
8.05KNew |
$2.14M - $2.34M
|
8.05K
$506K
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
7.93K+ 14.36% |
$2.11M - $2.3M
|
63.1K
$3.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.88K+ 56.97% |
$2.1M - $2.29M
|
21.7K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.85K+ 15.88% |
$2.09M - $2.28M
|
57.3K
$3.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
7.8K+ 13.39% |
$2.07M - $2.27M
|
66.1K
$4.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
7.79K+ 21.43% |
$2.07M - $2.26M
|
44.2K
$2.78M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
7.65KNew |
$2.03M - $2.22M
|
7.65K
$481K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
7.62KNew |
$2.02M - $2.21M
|
7.62K
$479K
|
|
|
Feb 11, 2022
Q4 2021
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
7.6K+ 21.84% |
$2.02M - $2.21M
|
42.4K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.6K+ 32.18% |
$2.02M - $2.21M
|
31.2K
$1.96M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7.43K+ 9.59% |
$1.97M - $2.16M
|
84.9K
$5.34M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.32K+ 17.61% |
$1.94M - $2.13M
|
48.9K
$3.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
7.27K+ 5.49% |
$1.93M - $2.11M
|
140K
$8.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.15K+ 9.31% |
$1.9M - $2.08M
|
84K
$5.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.99K+ 1.23% |
$1.86M - $2.03M
|
578K
$36.4M
|