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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
21.4KNew |
$959K - $5.51M
|
21.4K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
21.3KNew |
$952K - $5.47M
|
21.3K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
20.3K+ 6.14% |
$908K - $5.22M
|
351K
$22.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19.9KNew |
$892K - $5.12M
|
19.9K
$1.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19.1K+ 219.71% |
$854K - $4.91M
|
27.8K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
19K+ 21.67% |
$849K - $4.88M
|
107K
$6.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.6K+ 3.45% |
$833K - $4.78M
|
558K
$35.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.5KNew |
$826K - $4.74M
|
18.5K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
18.3KNew |
$817K - $4.69M
|
18.3K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
17.9K+ 3.07% |
$803K - $4.61M
|
603K
$38M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
17.7KNew |
$792K - $4.55M
|
17.7K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
17.3KNew |
$772K - $4.44M
|
17.3K
$1.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16.9K+ 6.13% |
$755K - $4.34M
|
292K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.8K+ 12.06% |
$751K - $4.32M
|
156K
$9.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
16.7K+ 76.14% |
$747K - $4.29M
|
38.6K
$2.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
16.4K+ 92.13% |
$733K - $4.21M
|
34.1K
$2.15M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
16.3K+ 5.98% |
$730K - $4.19M
|
289K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.9K+ 134.23% |
$710K - $4.08M
|
27.7K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
15.7KNew |
$703K - $4.04M
|
15.7K
$990K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
15.5K+ 19.74% |
$693K - $3.98M
|
93.9K
$5.92M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
15.4K+ 51.74% |
$689K - $3.96M
|
45.1K
$2.84M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
15.3KNew |
$683K - $3.93M
|
15.3K
$962K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
15KNew |
$672K - $3.86M
|
15K
$946K
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
14.8KNew |
$661K - $3.8M
|
14.8K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.6K+ 9.85% |
$652K - $3.74M
|
163K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
BUY
|
- |
14.2K+ 545.73% |
$637K - $3.66M
|
16.8K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.2KNew |
$637K - $3.66M
|
14.2K
$897K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
14.1K+ 11.41% |
$633K - $3.64M
|
138K
$8.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.1KNew |
$629K - $3.61M
|
14.1K
$885K
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
14KNew |
$624K - $3.59M
|
14K
$879K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13.8KNew |
$617K - $3.54M
|
13.8K
$868K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
13.7KNew |
$614K - $3.53M
|
13.7K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.6K+ 4.15% |
$608K - $3.49M
|
341K
$21.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.4KNew |
$600K - $3.44M
|
13.4K
$844K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13.2K+ 138.46% |
$590K - $3.39M
|
22.7K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
13KNew |
$583K - $3.35M
|
13K
$821K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
13K+ 199.94% |
$582K - $3.34M
|
19.5K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.9K+ 13.37% |
$577K - $3.31M
|
109K
$6.89M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.7K+ 9.19% |
$566K - $3.25M
|
150K
$9.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.5K+ 14.16% |
$559K - $3.21M
|
101K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12.2KNew |
$547K - $3.14M
|
12.2K
$769K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12KNew |
$536K - $3.08M
|
12K
$755K
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
11.8KNew |
$528K - $3.03M
|
11.8K
$743K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11.7KNew |
$524K - $3.01M
|
11.7K
$738K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
11.7K+ 17.57% |
$523K - $3.01M
|
78.3K
$4.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
11.6K+ 3.66% |
$519K - $2.98M
|
329K
$20.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
11.5KNew |
$513K - $2.94M
|
11.5K
$722K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
11.4K+ 4.1% |
$512K - $2.94M
|
290K
$18.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
11.4K+ 7.17% |
$510K - $2.93M
|
170K
$10.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4K+ 97.73% |
$510K - $2.93M
|
23.1K
$1.45M
|