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 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 0.54% |
$1.61K - $9.25K
|
6.71K
$420K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
36+ 0.21% |
$1.61K - $9.25K
|
16.8K
$1.05M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
36New |
$1.61K - $9.25K
|
36
$2.25K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
36+ 900.0% |
$1.61K - $9.25K
|
40
$2.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
33+ 0.48% |
$1.48K - $8.48K
|
6.86K
$429K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
33+ 1.54% |
$1.48K - $8.48K
|
2.18K
$136K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
33+ 0.39% |
$1.48K - $8.48K
|
8.57K
$537K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
32+ 20.92% |
$1.43K - $8.22K
|
185
$11.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
30+ 0.47% |
$1.34K - $7.71K
|
6.47K
$405K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
30+ 0.46% |
$1.34K - $7.71K
|
6.49K
$406K
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
30+ 0.82% |
$1.34K - $7.71K
|
3.7K
$232K
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
29+ 1.23% |
$1.3K - $7.45K
|
2.39K
$149K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29+ 0.76% |
$1.3K - $7.45K
|
3.86K
$241K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
28+ 1.69% |
$1.25K - $7.2K
|
1.69K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
28New |
$1.25K - $7.2K
|
28
$1.75K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
27New |
$1.21K - $6.94K
|
27
$1.69K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
25New |
$1.12K - $6.43K
|
25
$1.57K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 3.21% |
$1.12K - $6.43K
|
803
$50.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
24New |
$1.07K - $6.17K
|
24
$1.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
24+ 0.42% |
$1.07K - $6.17K
|
5.7K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
24+ 0.73% |
$1.07K - $6.17K
|
3.29K
$206K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
23+ 0.99% |
$1.03K - $5.91K
|
2.35K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
23+ 0.1% |
$1.03K - $5.91K
|
21.9K
$1.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22+ 2.17% |
$984 - $5.65K
|
1.04K
$64.9K
|
|
|
Dec 26, 2024
Q4 2022
|
Cypress Capital, LLC
|
BUY
|
- |
22+ 1.9% |
$984 - $5.65K
|
1.18K
$73.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
21+ 1.94% |
$940 - $5.4K
|
1.1K
$69.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
21+ 2.7% |
$940 - $5.4K
|
798
$50K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
21+ 1.65% |
$940 - $5.4K
|
1.29K
$80.9K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
21+ 1.65% |
$940 - $5.4K
|
1.29K
$80.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
20New |
$895 - $5.14K
|
20
$1.25K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
20+ 3.23% |
$895 - $5.14K
|
640
$40.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.31% |
$895 - $5.14K
|
6.5K
$407K
|
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
20+ 1.97% |
$895 - $5.14K
|
1.04K
$64.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
20+ 1.6% |
$895 - $5.14K
|
1.27K
$79.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
20+ 0.16% |
$895 - $5.14K
|
12.2K
$762K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
19+ 0.74% |
$850 - $4.88K
|
2.57K
$161K
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
18+ 4.21% |
$805 - $4.63K
|
446
$27.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.85% |
$761 - $4.37K
|
2.01K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
17+ 1.0% |
$761 - $4.37K
|
1.72K
$107K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16+ 0.73% |
$716 - $4.11K
|
2.21K
$138K
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 0.71% |
$671 - $3.86K
|
2.14K
$134K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
15+ 1.18% |
$671 - $3.86K
|
1.28K
$80.4K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
15+ 1.31% |
$671 - $3.86K
|
1.16K
$72.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14+ 0.89% |
$626 - $3.6K
|
1.59K
$99.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
14+ 1.51% |
$626 - $3.6K
|
944
$59.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
14+ 0.23% |
$626 - $3.6K
|
6.09K
$381K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 0.58% |
$582 - $3.34K
|
2.27K
$142K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.96% |
$582 - $3.34K
|
1.36K
$85.3K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
13+ 0.31% |
$582 - $3.34K
|
4.23K
$265K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
13+ 0.46% |
$582 - $3.34K
|
2.86K
$179K
|