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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-394- 0.9% |
$17.6K - $101K
|
43.4K
$2.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-398- 0.51% |
$17.8K - $102K
|
77.7K
$4.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-399- 21.66% |
$17.9K - $103K
|
1.44K
$90.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-400- 1.83% |
$17.9K - $103K
|
21.5K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-400- 4.65% |
$17.9K - $103K
|
8.2K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-401- 2.64% |
$17.9K - $103K
|
14.8K
$931K
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-403- 27.53% |
$18K - $104K
|
1.06K
$66.8K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-404- 29.13% |
$18.1K - $104K
|
983
$61.9K
|
|
|
Dec 19, 2024
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-404- 4.43% |
$18.1K - $104K
|
8.72K
$550K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-408- 11.6% |
$18.3K - $105K
|
3.11K
$196K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-410- 0.92% |
$18.3K - $105K
|
44.3K
$2.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-416- 99.76% |
$18.6K - $107K
|
1
$63
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-419- 12.27% |
$18.7K - $108K
|
3K
$189K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-419- 2.65% |
$18.7K - $108K
|
15.4K
$970K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-424- 4.69% |
$19K - $109K
|
8.61K
$542K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-434- 6.11% |
$19.4K - $112K
|
6.67K
$420K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-439- 11.99% |
$19.6K - $113K
|
3.22K
$203K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-443- 23.15% |
$19.8K - $114K
|
1.47K
$92.7K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-445- 17.15% |
$19.9K - $114K
|
2.15K
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-445- 4.59% |
$19.9K - $114K
|
9.25K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-449- 9.91% |
$20.1K - $115K
|
4.08K
$257K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-470- 0.79% |
$21K - $121K
|
58.7K
$3.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-470- 24.71% |
$21K - $121K
|
1.43K
$90.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-472- 16.19% |
$21.1K - $121K
|
2.44K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-477- 52.65% |
$21.3K - $123K
|
429
$27K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-489- 0.67% |
$21.9K - $126K
|
72.4K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 2.54% |
$22.4K - $129K
|
19.2K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-504- 3.55% |
$22.5K - $130K
|
13.7K
$862K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-505- 8.09% |
$22.6K - $130K
|
5.74K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-505- 0.35% |
$22.6K - $130K
|
142K
$8.93M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-522- 4.28% |
$23.4K - $134K
|
11.7K
$735K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-523- 1.27% |
$23.4K - $134K
|
40.5K
$2.55M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-526- 4.2% |
$23.5K - $135K
|
12K
$756K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-526- 6.12% |
$23.5K - $135K
|
8.07K
$508K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-529- 6.68% |
$23.7K - $136K
|
7.39K
$465K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-536- 10.78% |
$24K - $138K
|
4.44K
$279K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-540- 30.42% |
$24.2K - $139K
|
1.24K
$77.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-542- 3.08% |
$24.2K - $139K
|
17.1K
$1.08M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-543- 30.9% |
$24.3K - $140K
|
1.21K
$76.5K
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
SELL
|
- |
-548- 2.86% |
$24.5K - $141K
|
18.6K
$1.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-548- 2.64% |
$24.5K - $141K
|
20.2K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-550- 2.32% |
$24.6K - $141K
|
23.2K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-557- 0.04% |
$24.9K - $143K
|
1.26M
$79.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-563- 2.12% |
$25.2K - $145K
|
26K
$1.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-571- 2.54% |
$25.5K - $147K
|
21.9K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-571- 4.05% |
$25.5K - $147K
|
13.5K
$852K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-587- 15.52% |
$26.3K - $151K
|
3.2K
$201K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-590- 16.66% |
$26.4K - $152K
|
2.95K
$186K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-609- 3.97% |
$27.2K - $157K
|
14.7K
$927K
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-610- 32.8% |
$27.3K - $157K
|
1.25K
$78.7K
|