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 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.76K- 3.6% |
$213K - $1.22M
|
128K
$8.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.86K- 4.16% |
$218K - $1.25M
|
112K
$7.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-4.96K- 1.95% |
$222K - $1.28M
|
250K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-4.98K- 99.6% |
$223K - $1.28M
|
20
$1.26K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.99K- 11.33% |
$223K - $1.28M
|
39.1K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.99K- 61.68% |
$223K - $1.28M
|
3.1K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-5.1K- 12.69% |
$228K - $1.31M
|
35.1K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.17K- 38.3% |
$231K - $1.33M
|
8.33K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5.19K- 22.26% |
$232K - $1.33M
|
18.1K
$1.14M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.28KClosed |
$236K - $1.36M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-5.45K- 9.03% |
$244K - $1.4M
|
54.9K
$3.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5.6K- 8.95% |
$250K - $1.44M
|
57K
$3.59M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.61K- 0.96% |
$251K - $1.44M
|
579K
$36.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.86K- 3.23% |
$262K - $1.51M
|
175K
$11M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-5.89K- 23.49% |
$264K - $1.51M
|
19.2K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-5.99K- 6.13% |
$268K - $1.54M
|
91.8K
$5.78M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-6.06K- 71.85% |
$271K - $1.56M
|
2.37K
$150K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.08K- 5.89% |
$272K - $1.56M
|
97.1K
$6.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.08K- 54.87% |
$272K - $1.56M
|
5K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.08K- 1.7% |
$272K - $1.56M
|
351K
$22.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.21K- 74.27% |
$278K - $1.59M
|
2.15K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-6.33K- 6.18% |
$283K - $1.63M
|
96.2K
$6.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.34K- 3.79% |
$284K - $1.63M
|
161K
$10.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.4K- 1.74% |
$286K - $1.64M
|
361K
$22.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.7K- 11.46% |
$300K - $1.72M
|
51.7K
$3.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-7.01K- 4.89% |
$313K - $1.8M
|
136K
$8.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-7.01K- 2.97% |
$314K - $1.8M
|
229K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.21K- 6.2% |
$323K - $1.85M
|
109K
$6.87M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-7.47K- 50.91% |
$334K - $1.92M
|
7.2K
$453K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.81K- 5.34% |
$349K - $2.01M
|
138K
$8.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-8.13K- 20.16% |
$364K - $2.09M
|
32.2K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.13K- 90.42% |
$364K - $2.09M
|
861
$54.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-8.76K- 48.39% |
$392K - $2.25M
|
9.35K
$589K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-8.86K- 19.96% |
$396K - $2.28M
|
35.5K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-9.14K- 61.57% |
$409K - $2.35M
|
5.7K
$359K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-9.41K- 7.59% |
$421K - $2.42M
|
115K
$7.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.41K- 82.63% |
$421K - $2.42M
|
1.98K
$125K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-9.71K- 8.96% |
$434K - $2.49M
|
98.6K
$6.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-10.2K- 10.51% |
$455K - $2.61M
|
86.5K
$5.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 13.42% |
$457K - $2.62M
|
65.9K
$4.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-10.6K- 0.7% |
$476K - $2.73M
|
1.5M
$94.4M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.8K- 12.58% |
$484K - $2.78M
|
75.1K
$4.73M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 14.79% |
$486K - $2.79M
|
62.6K
$3.94M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.9K- 5.07% |
$488K - $2.81M
|
204K
$12.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11K- 6.32% |
$491K - $2.82M
|
163K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 3.42% |
$512K - $2.94M
|
324K
$20.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.8K- 2.33% |
$526K - $3.02M
|
493K
$31M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-11.9K- 15.26% |
$535K - $3.07M
|
66.4K
$4.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.1K- 7.01% |
$544K - $3.12M
|
161K
$10.2M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-12.4K- 27.39% |
$553K - $3.18M
|
32.8K
$2.06M
|