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 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
13+ 4.23% |
$582 - $3.34K
|
320
$20K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12+ 0.37% |
$537 - $3.08K
|
3.24K
$203K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12New |
$537 - $3.08K
|
12
$751
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
11+ 0.33% |
$492 - $2.83K
|
3.4K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.29% |
$492 - $2.83K
|
3.74K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$492 - $2.83K
|
11
$689
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
10New |
$447 - $2.57K
|
10
$626
|
|
|
Jan 19, 2023
Q4 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
10+ 0.57% |
$447 - $2.57K
|
1.76K
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10+ 0.42% |
$447 - $2.57K
|
2.38K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.58% |
$447 - $2.57K
|
1.73K
$109K
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9New |
$403 - $2.31K
|
9
$563
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
9+ 14.75% |
$403 - $2.31K
|
70
$4.38K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
7+ 0.54% |
$313 - $1.8K
|
1.3K
$81.2K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 0.66% |
$313 - $1.8K
|
1.08K
$67.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
6New |
$268 - $1.54K
|
6
$376
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
6+ 0.01% |
$268 - $1.54K
|
57.8K
$3.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
5+ 0.17% |
$224 - $1.29K
|
2.95K
$185K
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.4% |
$224 - $1.29K
|
1.25K
$78.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
5+ 0.24% |
$224 - $1.29K
|
2.11K
$132K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.11% |
$224 - $1.29K
|
4.73K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
5+ 0.29% |
$224 - $1.29K
|
1.76K
$110K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.14% |
$224 - $1.29K
|
3.61K
$226K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.42% |
$179 - $1.03K
|
947
$59.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$179 - $1.03K
|
1.56K
$97.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.17% |
$179 - $1.03K
|
2.35K
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.18% |
$179 - $1.03K
|
2.21K
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.42% |
$179 - $1.03K
|
960
$60.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
3+ 0.3% |
$134 - $771
|
1K
$62.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.23% |
$134 - $771
|
1.31K
$82.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.16% |
$134 - $771
|
1.92K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
3New |
$134 - $771
|
3
$188
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
3New |
$134 - $771
|
3
$188
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2+ 1.27% |
$89.5 - $514
|
160
$10K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2+ 0.17% |
$89.5 - $514
|
1.2K
$75.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.46% |
$89.5 - $514
|
437
$27.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 1.57% |
$89.5 - $514
|
129
$8.08K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.05% |
$89.5 - $514
|
4.34K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.8% |
$89.5 - $514
|
253
$15.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2+ 0.14% |
$89.5 - $514
|
1.43K
$89.5K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.23% |
$89.5 - $514
|
884
$55.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.32% |
$89.5 - $514
|
629
$39.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.02% |
$44.7 - $257
|
5.38K
$337K
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$44.7 - $257
|
4.38K
$274K
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$44.7 - $257
|
3.93K
$246K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$44.7 - $257
|
3.22K
$201K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$44.7 - $257
|
10K
$628K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.05% |
$44.7 - $257
|
1.89K
$118K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1+ 0.04% |
$44.7 - $257
|
2.38K
$149K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
1+ 0.06% |
$44.7 - $257
|
1.79K
$112K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$44.7 - $257
|
8.45K
$529K
|