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 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.14KNew |
$570K - $623K
|
2.14K
$135K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.13K+ 6.3% |
$567K - $619K
|
36K
$2.26M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.12K+ 2.05% |
$563K - $615K
|
106K
$6.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.11KNew |
$562K - $614K
|
2.11K
$133K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.11K+ 8.02% |
$561K - $613K
|
28.4K
$1.79M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 3.03% |
$560K - $612K
|
71.5K
$4.5M
|
|
|
Feb 14, 2024
Q4 2021
|
Kbc Group Nv
|
BUY
|
- |
2.1KNew |
$558K - $610K
|
2.1K
$132K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
2.1K+ 63.6% |
$557K - $609K
|
5.39K
$339K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.07K+ 1.02% |
$550K - $602K
|
206K
$13M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.07K+ 11.28% |
$550K - $602K
|
20.4K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.07K+ 7.36% |
$549K - $600K
|
30.1K
$1.89M
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.06K+ 2.55% |
$549K - $600K
|
83K
$5.22M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
2.05K+ 3.64% |
$545K - $596K
|
58.3K
$3.67M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.04K+ 24.73% |
$542K - $592K
|
10.3K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.04K+ 10.19% |
$542K - $592K
|
22.1K
$1.39M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2KNew |
$532K - $581K
|
2K
$126K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.99K+ 12.68% |
$529K - $579K
|
17.7K
$1.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.97K+ 0.65% |
$525K - $574K
|
304K
$19.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.96K+ 2.25% |
$522K - $571K
|
89.4K
$5.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.95K+ 68.92% |
$518K - $566K
|
4.78K
$301K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.95K+ 2.67% |
$518K - $566K
|
74.8K
$4.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.91K+ 34.09% |
$507K - $554K
|
7.5K
$472K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.9KNew |
$505K - $552K
|
1.9K
$120K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.9KNew |
$504K - $551K
|
1.9K
$119K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.89K+ 102.0% |
$503K - $549K
|
3.75K
$236K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
1.88K+ 22.55% |
$499K - $545K
|
10.2K
$641K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.87K+ 13.23% |
$498K - $544K
|
16K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.86K+ 13.03% |
$494K - $540K
|
16.1K
$1.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
1.86KNew |
$493K - $539K
|
1.86K
$117K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.85KNew |
$492K - $538K
|
1.85K
$117K
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.85K+ 4.92% |
$491K - $536K
|
39.3K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.85KNew |
$490K - $536K
|
1.85K
$116K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.84KNew |
$490K - $536K
|
1.84K
$116K
|
|
|
Jan 13, 2022
Q4 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
1.83K+ 2.85% |
$486K - $532K
|
66.1K
$4.16M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.82KNew |
$485K - $530K
|
1.82K
$115K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.82KNew |
$484K - $529K
|
1.82K
$115K
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
1.82K+ 21.01% |
$484K - $528K
|
10.5K
$659K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.8K+ 2.2% |
$479K - $523K
|
83.6K
$5.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.79KNew |
$476K - $521K
|
1.79K
$113K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.79KNew |
$474K - $519K
|
1.79K
$112K
|
|
|
Feb 10, 2022
Q4 2021
|
Td Asset Management Inc
|
BUY
|
- |
1.78K+ 0.33% |
$474K - $518K
|
549K
$34.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.77K+ 4.81% |
$470K - $514K
|
38.5K
$2.42M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.77KNew |
$470K - $514K
|
1.77K
$111K
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.75KNew |
$466K - $509K
|
1.75K
$110K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.75K+ 1.4% |
$466K - $509K
|
127K
$7.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
1.75K+ 22.53% |
$464K - $507K
|
9.5K
$597K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.74K+ 1.23% |
$463K - $506K
|
143K
$9M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.74KNew |
$461K - $504K
|
1.74K
$109K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.71K+ 6.46% |
$456K - $498K
|
28.3K
$1.78M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.71K+ 12.91% |
$455K - $497K
|
15K
$942K
|