Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.43K+ 16.09% |
$64K - $368K
|
10.3K
$650K
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.42K+ 23.45% |
$63.4K - $364K
|
7.46K
$470K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.41KNew |
$63.2K - $363K
|
1.41K
$88.9K
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.41KNew |
$63.1K - $362K
|
1.41K
$88.8K
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.4K+ 39.13% |
$62.6K - $360K
|
4.98K
$314K
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.4KNew |
$62.6K - $360K
|
1.4K
$88.2K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 113.2% |
$62.5K - $359K
|
2.63K
$166K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1.39K+ 21.15% |
$62K - $356K
|
7.94K
$500K
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.38K+ 376.02% |
$61.7K - $355K
|
1.75K
$110K
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.37K+ 245.8% |
$61.5K - $353K
|
1.93K
$122K
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.37KNew |
$61.1K - $351K
|
1.37K
$86K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.36KNew |
$60.8K - $350K
|
1.36K
$85.7K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.34K+ 32.7% |
$60K - $344K
|
5.44K
$343K
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
1.33KNew |
$59.7K - $343K
|
1.33K
$84K
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.32KNew |
$59K - $339K
|
1.32K
$83.1K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.31KNew |
$58.5K - $336K
|
1.31K
$82.4K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.31K+ 94.65% |
$58.5K - $336K
|
2.69K
$169K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.3K+ 1.29% |
$58K - $333K
|
102K
$6.42M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.29K+ 24.84% |
$57.8K - $332K
|
6.5K
$409K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.26KNew |
$56.5K - $324K
|
1.26K
$79.5K
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.26K+ 79.95% |
$56.4K - $324K
|
2.84K
$179K
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
1.26K+ 1.7% |
$56.3K - $323K
|
75.1K
$4.73M
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$55.8K - $321K
|
1.25K
$78.6K
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.25K+ 47.13% |
$55.8K - $320K
|
3.89K
$245K
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 8.01% |
$54.8K - $315K
|
16.5K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.22KNew |
$54.6K - $314K
|
1.22K
$76.8K
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
1.22K+ 2.08% |
$54.4K - $313K
|
59.8K
$3.77M
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.21K+ 2.73% |
$54.1K - $311K
|
45.5K
$2.86M
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.21K+ 34.29% |
$54K - $310K
|
4.73K
$298K
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.17K+ 16.45% |
$52.2K - $300K
|
8.26K
$520K
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.17KNew |
$52.2K - $300K
|
1.17K
$73.4K
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.16KNew |
$52K - $299K
|
1.16K
$73.3K
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.16K+ 2.13% |
$51.7K - $297K
|
55.5K
$3.49M
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.16K+ 1.46% |
$51.7K - $297K
|
80.5K
$5.07M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.15K+ 10.71% |
$51.6K - $297K
|
11.9K
$752K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.14K+ 8.1% |
$51K - $293K
|
15.2K
$959K
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
1.14KNew |
$51K - $293K
|
1.14K
$71.9K
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.13K+ 60.68% |
$50.6K - $291K
|
3K
$189K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.13KNew |
$50.5K - $290K
|
1.13K
$71.1K
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 40.7% |
$50.3K - $289K
|
3.89K
$245K
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.12K+ 62.0% |
$50.3K - $289K
|
2.94K
$185K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.12K+ 2.71% |
$50.1K - $288K
|
42.4K
$2.67M
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.12K+ 6.75% |
$50.1K - $288K
|
17.7K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 0.87% |
$49.5K - $284K
|
128K
$8.06M
|
|
Feb 10, 2023
Q4 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.11KNew |
$49.4K - $284K
|
1.11K
$69.6K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.11KNew |
$49.4K - $284K
|
1.11K
$69.6K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.1K+ 1.76% |
$49.3K - $283K
|
63.9K
$4.02M
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.1K+ 16.31% |
$49.3K - $283K
|
7.87K
$496K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 2755.0% |
$49.3K - $283K
|
1.14K
$71.9K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.09K+ 1.47% |
$48.9K - $281K
|
75.2K
$4.73M
|