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 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-73- 0.86% |
$3.27K - $18.8K
|
8.42K
$532K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-75- 3.86% |
$3.36K - $19.3K
|
1.87K
$118K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-75- 1.13% |
$3.36K - $19.3K
|
6.54K
$413K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-75- 1.57% |
$3.36K - $19.3K
|
4.71K
$297K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.74% |
$3.36K - $19.3K
|
10K
$634K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-75- 2.52% |
$3.36K - $19.3K
|
2.9K
$183K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-75- 4.3% |
$3.36K - $19.3K
|
1.67K
$105K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-77- 3.27% |
$3.44K - $19.8K
|
2.28K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-77- 20.75% |
$3.44K - $19.8K
|
294
$18.6K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-77- 20.75% |
$3.44K - $19.8K
|
294
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-78- 1.03% |
$3.49K - $20K
|
7.48K
$473K
|
|
|
Oct 23, 2024
Q4 2022
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-78- 6.53% |
$3.49K - $20K
|
1.12K
$70.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-79- 1.83% |
$3.53K - $20.3K
|
4.25K
$269K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-80- 3.18% |
$3.58K - $20.6K
|
2.44K
$154K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-80- 0.92% |
$3.58K - $20.6K
|
8.61K
$545K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-82- 1.09% |
$3.67K - $21.1K
|
7.42K
$469K
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-82- 13.23% |
$3.67K - $21.1K
|
538
$34K
|
|
|
Jan 17, 2023
Q4 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-83- 0.15% |
$3.71K - $21.3K
|
54.8K
$3.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-86- 2.03% |
$3.85K - $22.1K
|
4.15K
$263K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-86- 3.66% |
$3.85K - $22.1K
|
2.26K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-87- 7.56% |
$3.89K - $22.4K
|
1.06K
$67.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-88- 9.47% |
$3.94K - $22.6K
|
841
$53.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-88- 1.47% |
$3.94K - $22.6K
|
5.9K
$373K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-90- 1.15% |
$4.03K - $23.1K
|
7.73K
$489K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-92- 78.63% |
$4.12K - $23.6K
|
25
$1.58K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-93- 5.41% |
$4.16K - $23.9K
|
1.63K
$103K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-94- 3.81% |
$4.21K - $24.2K
|
2.37K
$150K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-95- 2.26% |
$4.25K - $24.4K
|
4.1K
$259K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-95- 1.83% |
$4.25K - $24.4K
|
5.09K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-96- 1.13% |
$4.3K - $24.7K
|
8.43K
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-97- 0.31% |
$4.34K - $24.9K
|
31.1K
$1.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-98- 0.76% |
$4.38K - $25.2K
|
12.9K
$814K
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-100- 0.71% |
$4.47K - $25.7K
|
13.9K
$880K
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-100- 4.54% |
$4.47K - $25.7K
|
2.11K
$133K
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-100- 0.77% |
$4.47K - $25.7K
|
12.9K
$813K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-100- 0.42% |
$4.47K - $25.7K
|
23.7K
$1.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-101- 9.15% |
$4.52K - $26K
|
1K
$63.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-102- 0.83% |
$4.56K - $26.2K
|
12.2K
$773K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-104- 1.51% |
$4.65K - $26.7K
|
6.77K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-110- 4.19% |
$4.92K - $28.3K
|
2.51K
$159K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-110- 4.85% |
$4.92K - $28.3K
|
2.16K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-110- 0.37% |
$4.92K - $28.3K
|
29.7K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-111- 0.93% |
$4.97K - $28.5K
|
11.9K
$750K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-112- 1.33% |
$5.01K - $28.8K
|
8.3K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-112- 8.22% |
$5.01K - $28.8K
|
1.25K
$79K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-114- 3.0% |
$5.1K - $29.3K
|
3.69K
$233K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-115- 1.42% |
$5.15K - $29.6K
|
7.98K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-116- 4.62% |
$5.19K - $29.8K
|
2.39K
$151K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-118- 3.23% |
$5.28K - $30.3K
|
3.54K
$224K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-118- 2.03% |
$5.28K - $30.3K
|
5.71K
$361K
|