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
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.33K- 9.59% |
$59.6K - $342K
|
12.6K
$791K
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.34K- 1.43% |
$59.8K - $343K
|
92.1K
$5.8M
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.34K- 6.18% |
$59.9K - $344K
|
20.3K
$1.28M
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.35K- 0.73% |
$60.6K - $348K
|
183K
$11.5M
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.35K- 7.5% |
$60.6K - $348K
|
16.7K
$1.05M
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.37K- 6.6% |
$61.1K - $351K
|
19.3K
$1.22M
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.37K- 2.33% |
$61.2K - $352K
|
57.4K
$3.61M
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.38K- 4.97% |
$61.6K - $354K
|
26.3K
$1.66M
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.38K- 31.17% |
$61.7K - $355K
|
3.05K
$192K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.4K- 5.6% |
$62.5K - $359K
|
23.5K
$1.48M
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.43K- 2.3% |
$64.1K - $368K
|
60.9K
$3.84M
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.47K- 5.11% |
$65.9K - $379K
|
27.4K
$1.72M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.48K- 1.06% |
$66K - $379K
|
138K
$8.71M
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.48K- 0.92% |
$66.3K - $381K
|
159K
$10M
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.53K- 15.87% |
$68.3K - $392K
|
8.1K
$510K
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1.55K- 1.0% |
$69.3K - $398K
|
154K
$9.67M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.55K- 2.58% |
$69.3K - $398K
|
58.5K
$3.68M
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.57K- 1.37% |
$70.2K - $403K
|
113K
$7.11M
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.57K- 33.26% |
$70.2K - $403K
|
3.15K
$198K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.61K- 6.39% |
$72.1K - $414K
|
23.6K
$1.49M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.62K- 1.02% |
$72.3K - $416K
|
157K
$9.86M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.63K- 5.74% |
$72.7K - $418K
|
26.7K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.63K- 1.19% |
$72.9K - $419K
|
135K
$8.53M
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-1.69K- 4.26% |
$75.7K - $435K
|
38K
$2.4M
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.72K- 40.51% |
$77K - $442K
|
2.53K
$159K
|
|
Feb 15, 2023
Q4 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-1.75K- 2.38% |
$78.1K - $448K
|
71.5K
$4.51M
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.77KClosed |
$79.4K - $456K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.8K- 5.62% |
$80.6K - $463K
|
30.3K
$1.91M
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.8K- 4.57% |
$80.7K - $464K
|
37.7K
$2.38M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.81K- 0.99% |
$80.8K - $464K
|
181K
$11.4M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 27.81% |
$81K - $465K
|
4.7K
$296K
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.82K- 3.58% |
$81.3K - $467K
|
49K
$3.08M
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.82K- 1.46% |
$81.4K - $467K
|
123K
$7.73M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.85K- 2.2% |
$82.7K - $475K
|
82K
$5.16M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.86K- 26.61% |
$83.2K - $478K
|
5.13K
$323K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.9K- 6.99% |
$85.1K - $489K
|
25.3K
$1.59M
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.98K- 68.19% |
$88.5K - $509K
|
923
$58.1K
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-2.01K- 2.96% |
$89.8K - $516K
|
65.8K
$4.15M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.02K- 11.63% |
$90.4K - $519K
|
15.4K
$968K
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.03K- 1.17% |
$90.8K - $521K
|
171K
$10.8M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.06K- 0.99% |
$92.1K - $529K
|
206K
$13M
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-2.12K- 8.03% |
$94.8K - $545K
|
24.3K
$1.53M
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.14K- 3.85% |
$95.5K - $549K
|
53.4K
$3.36M
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.14K- 2.8% |
$95.7K - $550K
|
74.2K
$4.67M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-2.21K- 26.49% |
$98.9K - $568K
|
6.13K
$386K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.24K- 19.98% |
$100K - $575K
|
8.95K
$564K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.24K- 2.56% |
$100K - $575K
|
85.2K
$5.36M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-2.25K- 5.99% |
$101K - $579K
|
35.3K
$2.23M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.27K- 30.63% |
$101K - $582K
|
5.13K
$323K
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.28K- 9.49% |
$102K - $587K
|
21.8K
$1.37M
|