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 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.34K- 0.5% |
$105K - $602K
|
467K
$29.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-2.41K- 8.11% |
$108K - $620K
|
27.3K
$1.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.48K- 12.73% |
$111K - $638K
|
17K
$1.07M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-2.49K- 1.64% |
$111K - $640K
|
149K
$9.39M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.54K- 1.81% |
$114K - $652K
|
138K
$8.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-2.58K- 8.73% |
$115K - $663K
|
27K
$1.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Human Investing LLC
|
SELL
|
- |
-2.59K- 3.16% |
$116K - $665K
|
79.2K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.6K- 0.21% |
$116K - $669K
|
1.26M
$79.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.63K- 4.19% |
$118K - $675K
|
60.1K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.67K- 14.62% |
$120K - $687K
|
15.6K
$983K
|
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-2.73K- 53.8% |
$122K - $702K
|
2.35K
$148K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.83K- 2.51% |
$127K - $728K
|
110K
$6.95M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.86K- 37.17% |
$128K - $735K
|
4.83K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.89K- 11.26% |
$129K - $742K
|
22.8K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-2.92K- 1.44% |
$131K - $750K
|
200K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.96K- 21.45% |
$132K - $760K
|
10.8K
$682K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-2.98K- 17.26% |
$134K - $767K
|
14.3K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.04K- 1.0% |
$136K - $780K
|
299K
$18.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-3.05K- 2.01% |
$137K - $784K
|
148K
$9.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.1K- 18.45% |
$139K - $796K
|
13.7K
$862K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-3.27K- 5.55% |
$146K - $839K
|
55.6K
$3.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.27K- 1.49% |
$146K - $839K
|
216K
$13.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.3K- 2.24% |
$148K - $848K
|
144K
$9.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-3.41K- 61.43% |
$153K - $877K
|
2.14K
$135K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-3.43K- 29.61% |
$154K - $882K
|
8.16K
$514K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.44K- 2.58% |
$154K - $883K
|
130K
$8.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-3.44K- 0.66% |
$154K - $883K
|
517K
$32.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-3.44K- 11.2% |
$154K - $885K
|
27.3K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.46K- 9.14% |
$155K - $889K
|
34.4K
$2.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.48K- 2.74% |
$156K - $893K
|
124K
$7.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.53K- 11.87% |
$158K - $906K
|
26.2K
$1.65M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.63K- 19.18% |
$162K - $932K
|
15.3K
$962K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-3.68K- 19.63% |
$164K - $944K
|
15.1K
$948K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.85K- 40.04% |
$172K - $989K
|
5.76K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-3.88K- 1.08% |
$173K - $996K
|
356K
$22.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.94K- 39.3% |
$176K - $1.01M
|
6.09K
$384K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.03K- 9.93% |
$180K - $1.04M
|
36.6K
$2.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.09K- 30.35% |
$183K - $1.05M
|
9.4K
$592K
|
|
|
Jun 20, 2024
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.15K- 9.68% |
$186K - $1.07M
|
38.7K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.24K- 1.79% |
$190K - $1.09M
|
233K
$14.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4.36K- 1.85% |
$195K - $1.12M
|
232K
$14.6M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.39K- 1.54% |
$196K - $1.13M
|
280K
$17.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.42K- 11.25% |
$198K - $1.14M
|
34.9K
$2.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-4.49K- 5.35% |
$201K - $1.15M
|
79.5K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.5K- 10.89% |
$201K - $1.16M
|
36.8K
$2.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-4.55K- 58.93% |
$204K - $1.17M
|
3.17K
$200K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.57K- 2.57% |
$204K - $1.17M
|
173K
$10.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
SELL
|
- |
-4.66K- 5.94% |
$208K - $1.2M
|
73.7K
$4.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4.74K- 9.06% |
$212K - $1.22M
|
47.5K
$2.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-4.76K- 2.02% |
$213K - $1.22M
|
231K
$14.6M
|