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
|
West Branch Capital LLC
|
SELL
|
- |
-179- 30.29% |
$8.01K - $46K
|
412
$26K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-181- 0.71% |
$8.1K - $46.5K
|
25.2K
$1.59M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-183- 1.2% |
$8.19K - $47K
|
15.1K
$952K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-184- 12.1% |
$8.23K - $47.3K
|
1.34K
$84.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-186- 14.52% |
$8.32K - $47.8K
|
1.1K
$69K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-187- 0.18% |
$8.37K - $48.1K
|
102K
$6.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-187- 7.04% |
$8.37K - $48.1K
|
2.47K
$156K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-187- 2.32% |
$8.37K - $48.1K
|
7.87K
$495K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-189- 1.9% |
$8.46K - $48.6K
|
9.78K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-189- 9.36% |
$8.46K - $48.6K
|
1.83K
$115K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-192- 9.1% |
$8.59K - $49.3K
|
1.92K
$121K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-193- 8.03% |
$8.63K - $49.6K
|
2.21K
$139K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-194- 1.07% |
$8.68K - $49.9K
|
17.9K
$1.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-195- 3.17% |
$8.72K - $50.1K
|
5.96K
$375K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-196- 0.58% |
$8.77K - $50.4K
|
33.8K
$2.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-201- 4.54% |
$8.99K - $51.7K
|
4.23K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-202- 1.18% |
$9.04K - $51.9K
|
17K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-205- 17.51% |
$9.17K - $52.7K
|
966
$60.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-208- 19.26% |
$9.31K - $53.5K
|
872
$54.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-209- 0.65% |
$9.35K - $53.7K
|
31.7K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-210- 2.06% |
$9.4K - $54K
|
10K
$630K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-211- 1.42% |
$9.44K - $54.2K
|
14.6K
$923K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-213- 2.58% |
$9.53K - $54.7K
|
8.03K
$506K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-218- 3.03% |
$9.75K - $56K
|
6.97K
$439K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-221- 17.43% |
$9.89K - $56.8K
|
1.05K
$66K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-221- 10.63% |
$9.89K - $56.8K
|
1.86K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-224- 2.56% |
$10K - $57.6K
|
8.53K
$537K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-225- 7.66% |
$10.1K - $57.8K
|
2.71K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-225- 5.72% |
$10.1K - $57.8K
|
3.71K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-226- 1.5% |
$10.1K - $58.1K
|
14.8K
$935K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-228- 1.34% |
$10.2K - $58.6K
|
16.8K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-228- 14.49% |
$10.2K - $58.6K
|
1.35K
$84.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-230- 0.57% |
$10.3K - $59.1K
|
40.3K
$2.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-231- 15.57% |
$10.3K - $59.4K
|
1.25K
$78.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-238- 3.97% |
$10.6K - $61.2K
|
5.76K
$363K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-240- 4.52% |
$10.7K - $61.7K
|
5.07K
$320K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-240- 97.17% |
$10.7K - $61.7K
|
7
$441
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-241- 10.34% |
$10.8K - $61.9K
|
2.09K
$132K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-245- 8.22% |
$11K - $63K
|
2.74K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-245- 7.09% |
$11K - $63K
|
3.21K
$202K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-246- 8.28% |
$11K - $63.2K
|
2.73K
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-246- 5.67% |
$11K - $63.2K
|
4.09K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-248- 8.55% |
$11.1K - $63.7K
|
2.65K
$167K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-253- 0.73% |
$11.3K - $65K
|
34.4K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-255- 3.72% |
$11.4K - $65.5K
|
6.6K
$416K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-261- 0.51% |
$11.7K - $67.1K
|
50.9K
$3.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-261- 9.96% |
$11.7K - $67.1K
|
2.36K
$149K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-261- 1.58% |
$11.7K - $67.1K
|
16.3K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-264- 2.5% |
$11.8K - $67.8K
|
10.3K
$649K
|
|
|
Jan 06, 2023
Q4 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-265- 0.69% |
$11.9K - $68.1K
|
37.9K
$2.39M
|