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
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-38- 0.58% |
$1.7K - $9.77K
|
6.52K
$412K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-40- 0.78% |
$1.79K - $10.3K
|
5.07K
$321K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-40- 0.75% |
$1.79K - $10.3K
|
5.32K
$337K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-41- 0.16% |
$1.83K - $10.5K
|
25.7K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-43- 1.43% |
$1.92K - $11.1K
|
2.96K
$187K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-43- 0.11% |
$1.92K - $11.1K
|
39.8K
$2.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-45- 4.38% |
$2.01K - $11.6K
|
982
$62.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-45- 0.72% |
$2.01K - $11.6K
|
6.19K
$391K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-45- 2.12% |
$2.01K - $11.6K
|
2.08K
$131K
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.95% |
$2.06K - $11.8K
|
4.78K
$302K
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-47- 1.0% |
$2.1K - $12.1K
|
4.67K
$295K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-47- 0.57% |
$2.1K - $12.1K
|
8.22K
$520K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-47- 1.43% |
$2.1K - $12.1K
|
3.24K
$205K
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-47- 1.04% |
$2.1K - $12.1K
|
4.49K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-48- 1.31% |
$2.15K - $12.3K
|
3.62K
$229K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-48- 1.32% |
$2.15K - $12.3K
|
3.58K
$226K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-49- 2.04% |
$2.19K - $12.6K
|
2.36K
$149K
|
|
|
Jan 31, 2023
Q4 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-49- 2.33% |
$2.19K - $12.6K
|
2.05K
$130K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-49- 0.07% |
$2.19K - $12.6K
|
66.4K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-49- 2.42% |
$2.19K - $12.6K
|
1.98K
$125K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
SELL
|
- |
-51- 1.6% |
$2.28K - $13.1K
|
3.14K
$198K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.09% |
$2.28K - $13.1K
|
4.62K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-54- 2.87% |
$2.42K - $13.9K
|
1.83K
$115K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-54- 2.5% |
$2.42K - $13.9K
|
2.1K
$133K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-55- 1.86% |
$2.46K - $14.1K
|
2.9K
$183K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-55- 0.07% |
$2.46K - $14.1K
|
81.3K
$5.14M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-56- 3.35% |
$2.51K - $14.4K
|
1.62K
$102K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-57- 5.58% |
$2.55K - $14.6K
|
965
$61K
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-57- 5.77% |
$2.55K - $14.6K
|
931
$58.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-57- 0.97% |
$2.55K - $14.6K
|
5.81K
$367K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-59- 2.03% |
$2.64K - $15.2K
|
2.84K
$180K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-60- 1.64% |
$2.68K - $15.4K
|
3.61K
$228K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-60- 2.94% |
$2.68K - $15.4K
|
1.98K
$125K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-61- 2.5% |
$2.73K - $15.7K
|
2.38K
$150K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-61- 0.17% |
$2.73K - $15.7K
|
35.1K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-63- 2.95% |
$2.82K - $16.2K
|
2.07K
$131K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-65- 2.14% |
$2.91K - $16.7K
|
2.97K
$188K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-66- 1.19% |
$2.95K - $17K
|
5.47K
$346K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-67- 0.28% |
$3K - $17.2K
|
23.5K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-68- 3.15% |
$3.04K - $17.5K
|
2.09K
$132K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-69- 1.51% |
$3.09K - $17.7K
|
4.51K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-70- 0.84% |
$3.13K - $18K
|
8.31K
$525K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-70- 7.18% |
$3.13K - $18K
|
905
$57.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 5.46% |
$3.13K - $18K
|
1.21K
$76.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-71- 3.81% |
$3.18K - $18.2K
|
1.79K
$113K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-72- 2.03% |
$3.22K - $18.5K
|
3.48K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-72- 1.57% |
$3.22K - $18.5K
|
4.5K
$285K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-72- 3.5% |
$3.22K - $18.5K
|
1.99K
$126K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-73- 1.19% |
$3.27K - $18.8K
|
6.06K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-73- 5.92% |
$3.27K - $18.8K
|
1.16K
$73.4K
|