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 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.61K+ 1.69% |
$960K - $1.05M
|
217K
$13.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.61K+ 34.52% |
$959K - $1.05M
|
14.1K
$884K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.6K+ 1.53% |
$956K - $1.04M
|
238K
$15M
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.59K+ 900.75% |
$955K - $1.04M
|
3.99K
$251K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.58KNew |
$953K - $1.04M
|
3.58K
$225K
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.58KNew |
$951K - $1.04M
|
3.58K
$225K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.58K+ 204.93% |
$951K - $1.04M
|
5.32K
$335K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.54K+ 9.49% |
$942K - $1.03M
|
40.9K
$2.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.53K+ 77.68% |
$937K - $1.02M
|
8.06K
$507K
|
|
|
Feb 03, 2022
Q4 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
3.5K+ 12.59% |
$930K - $1.02M
|
31.3K
$1.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
3.49KNew |
$929K - $1.02M
|
3.49K
$220K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 42.18% |
$916K - $1M
|
11.6K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.44K+ 7.92% |
$915K - $1M
|
46.9K
$2.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.44KNew |
$914K - $999K
|
3.44K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.4KNew |
$905K - $989K
|
3.4K
$214K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
3.32K+ 516.8% |
$883K - $965K
|
3.97K
$250K
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
3.31KNew |
$879K - $961K
|
3.31K
$208K
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 224.57% |
$870K - $951K
|
4.73K
$298K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.26K+ 38.88% |
$867K - $948K
|
11.7K
$733K
|
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
3.2KNew |
$852K - $931K
|
3.2K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.2K+ 11.07% |
$850K - $929K
|
32.1K
$2.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.17KNew |
$843K - $921K
|
3.17K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.17K+ 10.14% |
$841K - $920K
|
34.4K
$2.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.16KNew |
$839K - $917K
|
3.16K
$198K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
3.15K+ 138.45% |
$838K - $916K
|
5.43K
$342K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.1K+ 4.42% |
$825K - $902K
|
73.4K
$4.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.09K+ 103.69% |
$822K - $898K
|
6.07K
$382K
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3.03KNew |
$804K - $879K
|
3.03K
$190K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.98K+ 12.85% |
$791K - $865K
|
26.1K
$1.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Human Investing LLC
|
BUY
|
- |
2.96K+ 3.74% |
$788K - $861K
|
82.3K
$5.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.96K+ 2.89% |
$788K - $861K
|
106K
$6.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.95KNew |
$784K - $857K
|
2.95K
$185K
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
2.94K+ 10.13% |
$780K - $853K
|
31.9K
$2.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2.92KNew |
$777K - $849K
|
2.92K
$184K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.91K+ 4.18% |
$773K - $845K
|
72.4K
$4.56M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.9KNew |
$770K - $842K
|
2.9K
$182K
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
2.88KNew |
$765K - $836K
|
2.88K
$181K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.88K+ 45.77% |
$764K - $835K
|
9.16K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.86KNew |
$760K - $830K
|
2.86K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.86KNew |
$759K - $829K
|
2.86K
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.86K+ 4.73% |
$759K - $829K
|
63.2K
$3.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.85K+ 81.24% |
$757K - $828K
|
6.36K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.85K+ 3.94% |
$757K - $827K
|
75.1K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.8K+ 54.74% |
$743K - $812K
|
7.9K
$497K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
2.79K+ 5.14% |
$741K - $809K
|
57K
$3.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.78K+ 53.76% |
$739K - $808K
|
7.96K
$501K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
2.76K+ 37.47% |
$733K - $801K
|
10.1K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.74KNew |
$727K - $795K
|
2.74K
$172K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.73K+ 5.79% |
$725K - $792K
|
49.8K
$3.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.71K+ 13.54% |
$719K - $786K
|
22.7K
$1.43M
|