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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
873New |
$39.1K - $224K
|
873
$55K
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
873New |
$39.1K - $224K
|
873
$55K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
873+ 9.04% |
$39.1K - $224K
|
10.5K
$664K
|
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
BUY
|
- |
869New |
$38.9K - $223K
|
869
$54.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
869New |
$38.9K - $223K
|
869
$54.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
866+ 0.62% |
$38.7K - $223K
|
142K
$8.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
863+ 23.55% |
$38.6K - $222K
|
4.53K
$285K
|
|
|
Feb 08, 2023
Q4 2022
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
862New |
$38.6K - $222K
|
862
$54.3K
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
860New |
$38.5K - $221K
|
860
$54.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
859New |
$38.4K - $221K
|
859
$54.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
854New |
$38.2K - $219K
|
854
$53.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
852New |
$38.1K - $219K
|
852
$53.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
852New |
$38.1K - $219K
|
852
$53.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
850New |
$38K - $218K
|
850
$53.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
848New |
$37.9K - $218K
|
848
$53.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
847+ 1.6% |
$37.9K - $218K
|
53.9K
$3.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
844+ 40.34% |
$37.8K - $217K
|
2.94K
$185K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
842New |
$37.7K - $216K
|
842
$53K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
841New |
$37.6K - $216K
|
841
$53K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
839+ 7.78% |
$37.5K - $216K
|
11.6K
$732K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
839New |
$37.5K - $216K
|
839
$52.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
838+ 151.26% |
$37.5K - $215K
|
1.39K
$87.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
834+ 6.41% |
$37.3K - $214K
|
13.8K
$872K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
832New |
$37.2K - $214K
|
832
$52.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
831New |
$37.2K - $214K
|
831
$52.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
828New |
$37K - $213K
|
828
$52.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
828New |
$37K - $213K
|
828
$52.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
826+ 0.7% |
$37K - $212K
|
119K
$7.51M
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
823+ 2.31% |
$36.8K - $212K
|
36.4K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
820+ 11.18% |
$36.7K - $211K
|
8.15K
$513K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
815+ 3.57% |
$36.5K - $209K
|
23.7K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
808+ 2071.79% |
$36.1K - $208K
|
847
$53.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
806New |
$36.1K - $207K
|
806
$50.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
806+ 2.39% |
$36.1K - $207K
|
34.5K
$2.17M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
803+ 49.02% |
$35.9K - $206K
|
2.44K
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
801+ 8.38% |
$35.8K - $206K
|
10.4K
$653K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
798New |
$35.7K - $205K
|
798
$50.3K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
789+ 1.21% |
$35.3K - $203K
|
66K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
788+ 8.62% |
$35.3K - $203K
|
9.93K
$625K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
783+ 44.06% |
$35K - $201K
|
2.56K
$161K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
780+ 4.41% |
$34.9K - $200K
|
18.5K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
765+ 21.39% |
$34.2K - $197K
|
4.34K
$274K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
762+ 42.08% |
$34.1K - $196K
|
2.57K
$162K
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
748+ 7.43% |
$33.5K - $192K
|
10.8K
$681K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
748+ 70.43% |
$33.5K - $192K
|
1.81K
$114K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
744+ 19.48% |
$33.3K - $191K
|
4.56K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
739+ 1.49% |
$33.1K - $190K
|
50.5K
$3.18M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
738+ 1.59% |
$33K - $190K
|
47.1K
$2.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Sws Partners
|
BUY
|
- |
732+ 3.07% |
$32.7K - $188K
|
24.6K
$1.55M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
728+ 1.9% |
$32.6K - $187K
|
39.1K
$2.46M
|