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
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.16K+ 16.69% |
$1.37M - $1.5M
|
36.1K
$2.27M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.12K+ 2.96% |
$1.36M - $1.49M
|
178K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
5.12K+ 1.43% |
$1.36M - $1.49M
|
363K
$22.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.11K+ 3.0% |
$1.36M - $1.48M
|
176K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
5.1KNew |
$1.36M - $1.48M
|
5.1K
$321K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
5.05KNew |
$1.34M - $1.47M
|
5.05K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.03K+ 166.17% |
$1.34M - $1.46M
|
8.06K
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.02K+ 4.69% |
$1.33M - $1.46M
|
112K
$7.05M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
5.02KNew |
$1.33M - $1.46M
|
5.02K
$316K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
4.97KNew |
$1.32M - $1.44M
|
4.97K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.96K+ 2.56% |
$1.32M - $1.44M
|
199K
$12.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.88K+ 27.78% |
$1.3M - $1.42M
|
22.4K
$1.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.87KNew |
$1.29M - $1.42M
|
4.87K
$306K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.82K+ 4.35% |
$1.28M - $1.4M
|
116K
$7.27M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
4.82K+ 6.72% |
$1.28M - $1.4M
|
76.5K
$4.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.77KNew |
$1.27M - $1.39M
|
4.77K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.75K+ 5.74% |
$1.26M - $1.38M
|
87.6K
$5.51M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.69K+ 2.29% |
$1.25M - $1.36M
|
210K
$13.2M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.65K+ 2.28% |
$1.24M - $1.35M
|
209K
$13.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.64K+ 11.98% |
$1.23M - $1.35M
|
43.4K
$2.73M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
4.63KNew |
$1.23M - $1.34M
|
4.63K
$291K
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
4.61KNew |
$1.22M - $1.34M
|
4.61K
$290K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
BUY
|
- |
4.54KNew |
$1.21M - $1.32M
|
4.54K
$286K
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.51KNew |
$1.2M - $1.31M
|
4.51K
$284K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
4.5K+ 725.28% |
$1.2M - $1.31M
|
5.13K
$322K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.45KNew |
$1.18M - $1.29M
|
4.45K
$280K
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.44KNew |
$1.18M - $1.29M
|
4.44K
$279K
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
4.42K+ 30.33% |
$1.17M - $1.28M
|
19K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.37K+ 59.54% |
$1.16M - $1.27M
|
11.7K
$736K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.36K+ 0.86% |
$1.16M - $1.27M
|
510K
$32.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.31K+ 3.28% |
$1.15M - $1.25M
|
136K
$8.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
BUY
|
- |
4.26K+ 7.8% |
$1.13M - $1.24M
|
58.9K
$3.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.26K+ 1.81% |
$1.13M - $1.24M
|
239K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
4.25KNew |
$1.13M - $1.23M
|
4.25K
$267K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
4.24KNew |
$1.13M - $1.23M
|
4.24K
$267K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
4.23KNew |
$1.12M - $1.23M
|
4.23K
$266K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.21K+ 116.12% |
$1.12M - $1.22M
|
7.84K
$493K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
4.2K+ 1.36% |
$1.12M - $1.22M
|
313K
$19.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
4.07KNew |
$1.08M - $1.18M
|
4.07K
$256K
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.02KNew |
$1.07M - $1.17M
|
4.02K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.02K+ 10.82% |
$1.07M - $1.17M
|
41.1K
$2.59M
|
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
3.98KNew |
$1.06M - $1.16M
|
3.98K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
3.88K+ 144.45% |
$1.03M - $1.13M
|
6.56K
$413K
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
3.87K+ 46.01% |
$1.03M - $1.12M
|
12.3K
$773K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.86K+ 16.33% |
$1.03M - $1.12M
|
27.5K
$1.73M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.86K+ 17.83% |
$1.03M - $1.12M
|
25.5K
$1.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
3.81KNew |
$1.01M - $1.11M
|
3.81K
$240K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.79KNew |
$1.01M - $1.1M
|
3.79K
$238K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
3.62K+ 17.05% |
$962K - $1.05M
|
24.9K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.62K+ 7.75% |
$962K - $1.05M
|
50.4K
$3.17M
|