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 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-266- 5.55% |
$11.9K - $68.4K
|
4.52K
$285K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-270- 1.48% |
$12.1K - $69.4K
|
18K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-271- 6.37% |
$12.1K - $69.6K
|
3.99K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-274- 13.18% |
$12.3K - $70.4K
|
1.81K
$114K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-275- 8.15% |
$12.3K - $70.7K
|
3.1K
$195K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-277- 14.45% |
$12.4K - $71.2K
|
1.64K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-278- 48.26% |
$12.4K - $71.4K
|
298
$18.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-279- 11.74% |
$12.5K - $71.7K
|
2.1K
$132K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-286- 1.74% |
$12.8K - $73.5K
|
16.1K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-289- 10.08% |
$12.9K - $74.3K
|
2.58K
$162K
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-289- 1.03% |
$12.9K - $74.3K
|
27.7K
$1.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-292- 23.43% |
$13.1K - $75K
|
954
$60.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-294- 2.78% |
$13.2K - $75.6K
|
10.3K
$648K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-296- 9.99% |
$13.2K - $76.1K
|
2.67K
$168K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-298- 25.69% |
$13.3K - $76.6K
|
862
$54.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-302- 0.1% |
$13.5K - $77.6K
|
288K
$18.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-304- 4.0% |
$13.6K - $78.1K
|
7.3K
$460K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-304- 11.75% |
$13.6K - $78.1K
|
2.28K
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
SELL
|
- |
-306- 0.44% |
$13.7K - $78.6K
|
68.6K
$4.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-308- 2.37% |
$13.8K - $79.2K
|
12.7K
$801K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-310- 1.95% |
$13.9K - $79.7K
|
15.6K
$983K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-320- 4.12% |
$14.3K - $82.2K
|
7.44K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-321- 3.12% |
$14.4K - $82.5K
|
9.97K
$628K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-323- 3.2% |
$14.5K - $83K
|
9.79K
$616K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-324- 11.51% |
$14.5K - $83.3K
|
2.49K
$157K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-325- 5.68% |
$14.5K - $83.5K
|
5.4K
$340K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-326- 21.86% |
$14.6K - $83.8K
|
1.17K
$73.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-327- 2.91% |
$14.6K - $84K
|
10.9K
$688K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-329- 0.59% |
$14.7K - $84.6K
|
55.5K
$3.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-334- 0.57% |
$14.9K - $85.8K
|
57.8K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-339- 45.5% |
$15.2K - $87.1K
|
406
$25.6K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-342- 8.06% |
$15.3K - $87.9K
|
3.9K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-343- 0.75% |
$15.3K - $88.2K
|
45.4K
$2.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-354- 0.74% |
$15.8K - $91K
|
47.4K
$2.99M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-355- 2.23% |
$15.9K - $91.2K
|
15.5K
$979K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-355- 20.7% |
$15.9K - $91.2K
|
1.36K
$85.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-356- 3.17% |
$15.9K - $91.5K
|
10.9K
$684K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-360- 15.73% |
$16.1K - $92.5K
|
1.93K
$121K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-364- 5.45% |
$16.3K - $93.5K
|
6.32K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-368- 19.35% |
$16.5K - $94.6K
|
1.53K
$96.6K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-370- 13.4% |
$16.6K - $95.1K
|
2.39K
$151K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-372- 0.45% |
$16.6K - $95.6K
|
83K
$5.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-379- 5.13% |
$17K - $97.4K
|
7.01K
$441K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-384- 8.19% |
$17.2K - $98.7K
|
4.3K
$271K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-389- 2.09% |
$17.4K - $100K
|
18.2K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-390- 9.63% |
$17.4K - $100K
|
3.66K
$231K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-390- 13.8% |
$17.4K - $100K
|
2.44K
$154K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-390- 0.97% |
$17.4K - $100K
|
39.6K
$2.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-391- 18.45% |
$17.5K - $100K
|
1.73K
$109K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-394- 36.38% |
$17.6K - $101K
|
689
$43.4K
|