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
|
Flc Capital Advisors
|
SELL
|
- |
-612- 5.02% |
$27.4K - $157K
|
11.6K
$729K
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-614- 1.64% |
$27.5K - $158K
|
36.9K
$2.32M
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-615- 4.6% |
$27.5K - $158K
|
12.7K
$803K
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-620- 5.38% |
$27.7K - $159K
|
10.9K
$686K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-629- 16.79% |
$28.1K - $162K
|
3.12K
$196K
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-632- 7.95% |
$28.3K - $162K
|
7.32K
$461K
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-641- 7.27% |
$28.7K - $165K
|
8.17K
$515K
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-645- 3.6% |
$28.9K - $166K
|
17.3K
$1.09M
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-651- 8.79% |
$29.1K - $167K
|
6.76K
$426K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-654- 3.3% |
$29.3K - $168K
|
19.2K
$1.21M
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-662- 6.71% |
$29.6K - $170K
|
9.2K
$579K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-663- 60.22% |
$29.7K - $170K
|
438
$27.6K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-666- 0.25% |
$29.8K - $171K
|
261K
$16.4M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-666- 0.25% |
$29.8K - $171K
|
261K
$16.4M
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-668- 2.06% |
$29.9K - $172K
|
31.8K
$2M
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-669- 3.16% |
$29.9K - $172K
|
20.5K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-682- 8.78% |
$30.5K - $175K
|
7.09K
$446K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-683- 4.06% |
$30.6K - $176K
|
16.2K
$1.02M
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-692- 13.45% |
$31K - $178K
|
4.45K
$280K
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
SELL
|
- |
-694- 22.64% |
$31K - $178K
|
2.37K
$149K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-698- 8.56% |
$31.2K - $179K
|
7.46K
$470K
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-711- 2.99% |
$31.8K - $183K
|
23.1K
$1.45M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-717- 3.54% |
$32.1K - $184K
|
19.5K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-717- 38.51% |
$32.1K - $184K
|
1.15K
$72.1K
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-723- 0.19% |
$32.3K - $186K
|
379K
$23.9M
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-735- 10.73% |
$32.9K - $189K
|
6.12K
$385K
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-737- 10.85% |
$33K - $189K
|
6.06K
$382K
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-744- 30.52% |
$33.3K - $191K
|
1.69K
$107K
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-752- 7.61% |
$33.6K - $193K
|
9.14K
$575K
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-754- 5.51% |
$33.7K - $194K
|
12.9K
$814K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-756- 40.62% |
$33.8K - $194K
|
1.11K
$69.6K
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-764- 7.42% |
$34.2K - $196K
|
9.53K
$600K
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-765- 24.06% |
$34.2K - $197K
|
2.42K
$152K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-771- 1.57% |
$34.5K - $198K
|
48.2K
$3.04M
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-776- 1.77% |
$34.7K - $199K
|
43K
$2.71M
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-776- 3.25% |
$34.7K - $199K
|
23.1K
$1.46M
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-780- 23.35% |
$34.9K - $200K
|
2.56K
$161K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-782- 0.41% |
$35K - $201K
|
191K
$12M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-787- 3.05% |
$35.2K - $202K
|
25K
$1.57M
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-791- 30.32% |
$35.4K - $203K
|
1.82K
$115K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-800- 5.55% |
$35.8K - $206K
|
13.6K
$858K
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-805- 0.82% |
$36K - $207K
|
97K
$6.11M
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-813- 16.49% |
$36.4K - $209K
|
4.12K
$259K
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-815- 12.88% |
$36.5K - $209K
|
5.51K
$347K
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-815- 5.54% |
$36.5K - $209K
|
13.9K
$876K
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-820Closed |
$36.7K - $211K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-824- 8.29% |
$36.9K - $212K
|
9.11K
$574K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-832- 1.71% |
$37.2K - $214K
|
47.7K
$3.01M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-835- 6.56% |
$37.4K - $215K
|
11.9K
$749K
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-837- 2.45% |
$37.4K - $215K
|
33.3K
$2.1M
|