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 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-855- 11.88% |
$38.3K - $220K
|
6.34K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-856- 1.01% |
$38.3K - $220K
|
84.2K
$5.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-863- 0.56% |
$38.6K - $222K
|
155K
$9.74M
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-864- 28.55% |
$38.7K - $222K
|
2.16K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-868- 45.66% |
$38.8K - $223K
|
1.03K
$65.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-871- 3.87% |
$39K - $224K
|
21.6K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-915- 4.8% |
$40.9K - $235K
|
18.1K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-921- 11.82% |
$41.2K - $237K
|
6.87K
$433K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-926- 0.24% |
$41.4K - $238K
|
384K
$24.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-927- 41.46% |
$41.5K - $238K
|
1.31K
$82.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-928- 2.93% |
$41.5K - $238K
|
30.7K
$1.93M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-931- 13.58% |
$41.7K - $239K
|
5.92K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-935- 16.6% |
$41.8K - $240K
|
4.7K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-936- 11.9% |
$41.9K - $241K
|
6.93K
$436K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-946- 16.72% |
$42.3K - $243K
|
4.71K
$297K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-968- 38.49% |
$43.3K - $249K
|
1.55K
$97.4K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-974- 3.83% |
$43.6K - $250K
|
24.4K
$1.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-981- 1.2% |
$43.9K - $252K
|
81K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-984- 3.76% |
$44K - $253K
|
25.2K
$1.59M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-991- 20.36% |
$44.3K - $255K
|
3.88K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1K- 53.02% |
$44.8K - $257K
|
887
$55.9K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1K- 2.1% |
$44.9K - $258K
|
46.9K
$2.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.01K- 2.78% |
$45.1K - $259K
|
35.3K
$2.22M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-1.02K- 2.83% |
$45.5K - $262K
|
34.9K
$2.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.02K- 1.58% |
$45.6K - $262K
|
63.3K
$3.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.05K- 33.1% |
$47.1K - $271K
|
2.13K
$134K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.07K- 4.69% |
$48K - $276K
|
21.8K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.07K- 16.84% |
$48.1K - $276K
|
5.3K
$334K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.08K- 1.03% |
$48.4K - $278K
|
103K
$6.52M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 62.04% |
$48.5K - $279K
|
664
$41.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-1.11K- 9.22% |
$49.4K - $284K
|
10.9K
$686K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.11K- 4.88% |
$49.8K - $286K
|
21.7K
$1.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.16K- 2.39% |
$51.7K - $297K
|
47.2K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.16K- 4.37% |
$51.9K - $298K
|
25.4K
$1.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.17K- 3.67% |
$52.2K - $300K
|
30.6K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.18K- 80.92% |
$52.7K - $303K
|
278
$17.5K
|
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.19KClosed |
$53.1K - $305K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.19K- 15.34% |
$53.3K - $306K
|
6.58K
$414K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.2K- 2.39% |
$53.7K - $309K
|
49K
$3.09M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.2K- 0.48% |
$53.8K - $309K
|
248K
$15.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.21K- 0.68% |
$54.3K - $312K
|
178K
$11.2M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.23K- 5.62% |
$54.9K - $315K
|
20.6K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.24K- 5.37% |
$55.4K - $318K
|
21.8K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.27K- 5.02% |
$56.9K - $327K
|
24.1K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.28K- 13.86% |
$57K - $328K
|
7.92K
$499K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-1.29K- 2.09% |
$57.8K - $332K
|
60.5K
$3.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.31K- 1.25% |
$58.8K - $338K
|
104K
$6.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.32K- 36.7% |
$59.2K - $340K
|
2.28K
$144K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.33K- 1.99% |
$59.4K - $341K
|
65.3K
$4.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.33K- 7.96% |
$59.5K - $342K
|
15.4K
$969K
|