Purchases and Sales Made in Q4 2022 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
1.08K
+ 5.74%
$48.4K - $278K
19.9K $1.26M
Jan 06, 2023 Q4 2022
Legacy Private Trust Co.

BUY
 -
1.07K
+ 5.59%
$48.1K - $276K
20.3K $1.28M
Jan 18, 2023 Q4 2022
Juncture Wealth Strategies, LLC

BUY
 -
1.07K
+ 8.84%
$48.1K - $276K
13.2K $833K
Feb 14, 2023 Q4 2022
Bos Asset Management, LLC

Springfield, IL
BUY
 -
1.06K
New
$47.3K - $272K
1.06K $66.6K
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

BUY
 -
1.06K
+ 62.93%
$47.2K - $271K
2.73K $172K
Jan 17, 2023 Q4 2022
Forth Right Wealth Management, LLC

BUY
 -
1.05K
+ 3.1%
$47.2K - $271K
35.1K $2.21M
Jan 30, 2023 Q4 2022
First Interstate Bank

Billings, MT
BUY
 -
1.05K
+ 0.49%
$47.1K - $271K
215K $13.6M
Jan 12, 2023 Q4 2022
Transform Wealth, LLC

BUY
 -
1.05K
New
$46.9K - $270K
1.05K $66.1K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.05K
New
$46.8K - $269K
1.05K $65.9K
Feb 21, 2023 Q4 2022
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
1.04K
New
$46.6K - $268K
1.04K $65.6K
Feb 06, 2023 Q4 2022
Park National Corp

BUY
 -
1.03K
New
$45.9K - $264K
1.03K $64.7K
Feb 10, 2023 Q4 2022
White Pine Capital LLC

Golden Valley, MN
BUY
 -
1.01K
New
$45.2K - $260K
1.01K $63.6K
Feb 10, 2023 Q4 2022
Victory Capital Management Inc

BUY
 -
1.01K
New
$45K - $258K
1.01K $63.3K
Feb 13, 2023 Q4 2022
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
1.01K
New
$45K - $258K
1.01K $63.3K
Feb 14, 2024 Q4 2022
Kbc Group Nv

BUY
 -
1K
+ 47.62%
$44.7K - $257K
3.1K $195K
Feb 16, 2023 Q4 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
998
+ 3.89%
$44.7K - $256K
26.7K $1.68M
Dec 05, 2023 Q4 2022
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
997
New
$44.6K - $256K
997 $62.8K
Jan 25, 2023 Q4 2022
Unique Wealth, LLC

Tampa, FL
BUY
 -
994
New
$44.5K - $255K
994 $62.6K
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

BUY
 -
989
+ 1.3%
$44.2K - $254K
77.2K $4.86M
Jan 27, 2023 Q4 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
988
+ 23.38%
$44.2K - $254K
5.21K $328K
Feb 14, 2023 Q4 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
986
+ 11.94%
$44.1K - $253K
9.24K $582K
Feb 06, 2023 Q4 2022
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
983
New
$44K - $253K
983 $61.9K
Jan 17, 2023 Q4 2022
Orgel Wealth Management, LLC

BUY
 -
978
New
$43.8K - $251K
978 $61.6K
Jan 19, 2023 Q4 2022
Ccg Wealth Management, LLC

BUY
 -
971
+ 2.43%
$43.4K - $250K
40.9K $2.58M
Jan 19, 2024 Q4 2022
Cedrus LLC

Littleton, CO
BUY
 -
970
New
$43.4K - $249K
970 $61.1K
Apr 19, 2024 Q4 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
963
+ 1.7%
$43.1K - $247K
57.6K $3.63M
Feb 07, 2023 Q4 2022
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
951
New
$42.5K - $244K
951 $59.9K
Jan 23, 2023 Q4 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
946
+ 45.72%
$42.3K - $243K
3.02K $190K
Feb 01, 2023 Q4 2022
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
946
New
$42.3K - $243K
946 $59.6K
Sep 18, 2023 Q4 2022
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
946
+ 1.51%
$42.3K - $243K
63.7K $4.01M
Jan 20, 2023 Q4 2022
Montecito Bank & Trust

BUY
 -
943
+ 2.31%
$42.2K - $242K
41.8K $2.63M
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
943
+ 7.98%
$42.2K - $242K
12.8K $804K
Feb 07, 2023 Q4 2022
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
941
New
$42.1K - $242K
941 $59.3K
Jan 18, 2023 Q4 2022
Madrona Financial Services, LLC

BUY
 -
940
New
$42.1K - $242K
940 $59.2K
Feb 07, 2023 Q4 2022
Evolution Wealth Advisors, LLC

BUY
 -
926
New
$41.4K - $238K
926 $58.3K
Jan 25, 2023 Q4 2022
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
923
New
$41.3K - $237K
923 $58.1K
Feb 13, 2023 Q4 2022
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
923
+ 13.39%
$41.3K - $237K
7.81K $492K
Jan 30, 2023 Q4 2022
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
910
New
$40.7K - $234K
910 $57.3K
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

BUY
 -
908
New
$40.6K - $233K
908 $57.2K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
905
+ 377.08%
$40.5K - $233K
1.15K $72.1K
Jan 23, 2023 Q4 2022
Moody Aldrich Partners LLC

BUY
 -
905
New
$40.5K - $233K
905 $57K
Jan 20, 2023 Q4 2022
Montz Harcus Wealth Management LLC

BUY
 -
899
New
$40.2K - $231K
899 $56.6K
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
898
+ 20.81%
$40.2K - $231K
5.21K $328K
Feb 14, 2023 Q4 2022
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
898
New
$40.2K - $231K
898 $56.6K
Feb 14, 2023 Q4 2022
Worth Pointe, LLC

La Jolla, CA
BUY
 -
898
New
$40.2K - $231K
898 $56.6K
Feb 13, 2023 Q4 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
895
New
$40K - $230K
895 $56.4K
Feb 14, 2023 Q4 2022
Innovis Asset Management LLC

Chicago, IL
BUY
 -
880
New
$39.4K - $226K
880 $55.4K
Jan 10, 2023 Q4 2022
Safeguard Financial, LLC

BUY
 -
876
New
$39.2K - $225K
876 $55.2K
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
874
New
$39.1K - $225K
874 $55.1K

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