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 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
728New |
$32.6K - $187K
|
728
$45.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
726New |
$32.5K - $187K
|
726
$45.7K
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
715+ 2.0% |
$32K - $184K
|
36.5K
$2.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
711+ 1.63% |
$31.8K - $183K
|
44.2K
$2.79M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
704+ 0.95% |
$31.5K - $181K
|
75.1K
$4.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
700+ 59.22% |
$31.3K - $180K
|
1.88K
$119K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
700+ 3.32% |
$31.3K - $180K
|
21.8K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
683+ 8.06% |
$30.6K - $176K
|
9.16K
$577K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
680+ 1.45% |
$30.4K - $175K
|
47.6K
$3M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
674+ 1.25% |
$30.2K - $173K
|
54.6K
$3.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
671+ 6.52% |
$30K - $172K
|
11K
$690K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
670+ 15.02% |
$30K - $172K
|
5.13K
$323K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
667+ 1.34% |
$29.8K - $171K
|
50.4K
$3.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
667+ 12.52% |
$29.8K - $171K
|
5.99K
$377K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
662+ 60.24% |
$29.6K - $170K
|
1.76K
$111K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
660+ 35.6% |
$29.5K - $170K
|
2.51K
$158K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
659+ 6.31% |
$29.5K - $169K
|
11.1K
$699K
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
652+ 1.68% |
$29.2K - $168K
|
39.4K
$2.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
648+ 2.59% |
$29K - $167K
|
25.6K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
638+ 14.95% |
$28.5K - $164K
|
4.91K
$309K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
630+ 3.22% |
$28.2K - $162K
|
20.2K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
624+ 12.78% |
$27.9K - $160K
|
5.51K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
620+ 36.99% |
$27.7K - $159K
|
2.3K
$145K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
618+ 2.26% |
$27.6K - $159K
|
28K
$1.76M
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
616+ 2.23% |
$27.6K - $158K
|
28.3K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
611+ 284.19% |
$27.3K - $157K
|
826
$52K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
610+ 28.64% |
$27.3K - $157K
|
2.74K
$173K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
608+ 3.28% |
$27.2K - $156K
|
19.2K
$1.21M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
608+ 3.28% |
$27.2K - $156K
|
19.2K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
601+ 49.92% |
$26.9K - $154K
|
1.81K
$114K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
600+ 2.11% |
$26.8K - $154K
|
29.1K
$1.83M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
599+ 61.75% |
$26.8K - $154K
|
1.57K
$98.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
598+ 3.48% |
$26.8K - $154K
|
17.8K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
590+ 8.02% |
$26.4K - $152K
|
7.94K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
590New |
$26.4K - $152K
|
590
$37.2K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
586+ 12.49% |
$26.2K - $151K
|
5.28K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
582+ 2.26% |
$26K - $150K
|
26.3K
$1.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
580+ 24.69% |
$25.9K - $149K
|
2.93K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
562+ 1.88% |
$25.1K - $144K
|
30.4K
$1.91M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
557+ 4.32% |
$24.9K - $143K
|
13.4K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
555+ 6.43% |
$24.8K - $143K
|
9.19K
$579K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
553+ 1.16% |
$24.7K - $142K
|
48.2K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
551New |
$24.7K - $142K
|
551
$34.7K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
551New |
$24.7K - $142K
|
551
$34.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
549+ 4.58% |
$24.6K - $141K
|
12.5K
$790K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
548New |
$24.5K - $141K
|
548
$34.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
548+ 2.18% |
$24.5K - $141K
|
25.7K
$1.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
540+ 60.74% |
$24.2K - $139K
|
1.43K
$90K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
537+ 1.31% |
$24K - $138K
|
41.5K
$2.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
530+ 5.92% |
$23.7K - $136K
|
9.48K
$597K
|