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 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
357+ 24.11% |
$16K - $91.7K
|
1.84K
$116K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
348+ 25.82% |
$15.6K - $89.4K
|
1.7K
$107K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
347+ 9.29% |
$15.5K - $89.2K
|
4.08K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
347+ 1.77% |
$15.5K - $89.2K
|
19.9K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
341+ 6.56% |
$15.3K - $87.6K
|
5.54K
$350K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
335+ 11.97% |
$15K - $86.1K
|
3.13K
$198K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
335+ 3.15% |
$15K - $86.1K
|
11K
$693K
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
332+ 1.54% |
$14.9K - $85.3K
|
21.9K
$1.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
331+ 2.01% |
$14.8K - $85.1K
|
16.8K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
330+ 9.84% |
$14.8K - $84.8K
|
3.68K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
330+ 26.74% |
$14.8K - $84.8K
|
1.56K
$98.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
327+ 3.7% |
$14.6K - $84K
|
9.16K
$579K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
323+ 3.62% |
$14.5K - $83K
|
9.24K
$584K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
323+ 3.38% |
$14.5K - $83K
|
9.88K
$625K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
323+ 1.05% |
$14.5K - $83K
|
31.1K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
310+ 8.23% |
$13.9K - $79.7K
|
4.08K
$258K
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
305+ 4.27% |
$13.6K - $78.4K
|
7.45K
$471K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
303+ 2.13% |
$13.6K - $77.9K
|
14.6K
$920K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
303New |
$13.6K - $77.9K
|
303
$19.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
301+ 50.67% |
$13.5K - $77.4K
|
895
$56.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
298+ 2.23% |
$13.3K - $76.6K
|
13.6K
$862K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
295+ 4.08% |
$13.2K - $75.8K
|
7.53K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
295+ 6.5% |
$13.2K - $75.8K
|
4.84K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
292+ 2.96% |
$13.1K - $75K
|
10.1K
$641K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
291+ 5.6% |
$13K - $74.8K
|
5.49K
$347K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
291+ 0.78% |
$13K - $74.8K
|
37.5K
$2.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288+ 0.0% |
$12.9K - $74K
|
10.9M
$689M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
287+ 4.21% |
$12.8K - $73.8K
|
7.1K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
287+ 5.7% |
$12.8K - $73.8K
|
5.32K
$337K
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
281+ 4.24% |
$12.6K - $72.2K
|
6.91K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
278+ 1.66% |
$12.4K - $71.4K
|
17K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
274+ 10.37% |
$12.3K - $70.4K
|
2.92K
$184K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
270+ 18.95% |
$12.1K - $69.4K
|
1.7K
$107K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
269+ 8.92% |
$12K - $69.1K
|
3.29K
$208K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
263+ 2.01% |
$11.8K - $67.6K
|
13.4K
$845K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
262+ 1.79% |
$11.7K - $67.3K
|
14.9K
$944K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
258+ 3.99% |
$11.5K - $66.3K
|
6.72K
$425K
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
255+ 19.22% |
$11.4K - $65.5K
|
1.58K
$100K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
252+ 1.0% |
$11.3K - $64.8K
|
25.6K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
252+ 1.0% |
$11.3K - $64.8K
|
25.4K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
252+ 21.14% |
$11.3K - $64.8K
|
1.44K
$91.3K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
251+ 2.75% |
$11.2K - $64.5K
|
9.39K
$594K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
251+ 2.82% |
$11.2K - $64.5K
|
9.14K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
249+ 22.7% |
$11.1K - $64K
|
1.35K
$85.1K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
239+ 1.05% |
$10.7K - $61.4K
|
23K
$1.46M
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
238+ 1.09% |
$10.6K - $61.2K
|
22K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
236+ 0.5% |
$10.6K - $60.7K
|
47.9K
$3.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
225New |
$10.1K - $57.8K
|
225
$14.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
225+ 3.94% |
$10.1K - $57.8K
|
5.94K
$375K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
221+ 0.4% |
$9.89K - $56.8K
|
55.6K
$3.52M
|