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 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.5K- 6.03% |
$561K - $3.22M
|
196K
$12.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 0.29% |
$562K - $3.23M
|
4.31M
$271M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 79.84% |
$581K - $3.33M
|
3.28K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-13.6K- 53.46% |
$610K - $3.51M
|
11.9K
$748K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13.7K- 6.61% |
$612K - $3.51M
|
193K
$12.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.7K- 29.22% |
$612K - $3.52M
|
33.1K
$2.09M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-13.7K- 89.08% |
$615K - $3.53M
|
1.69K
$106K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-14.4K- 10.1% |
$645K - $3.7M
|
128K
$8.08M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-15.7K- 47.31% |
$703K - $4.04M
|
17.5K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15.8K- 15.34% |
$709K - $4.07M
|
87.4K
$5.51M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-15.9K- 36.54% |
$713K - $4.1M
|
27.7K
$1.74M
|
|
|
Feb 21, 2023
Q4 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-17.1K- 31.96% |
$765K - $4.39M
|
36.4K
$2.29M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.2K- 1.01% |
$769K - $4.42M
|
1.69M
$106M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-17.4K- 32.98% |
$776K - $4.46M
|
35.3K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-17.4K- 16.11% |
$778K - $4.47M
|
90.5K
$5.7M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-17.5K- 80.36% |
$781K - $4.49M
|
4.27K
$269K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-17.7K- 15.29% |
$793K - $4.56M
|
98.2K
$6.19M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-18.2K- 18.78% |
$813K - $4.67M
|
78.6K
$4.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-21K- 36.09% |
$941K - $5.41M
|
37.2K
$2.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.6K- 3.26% |
$966K - $5.55M
|
641K
$40.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-22K- 6.93% |
$983K - $5.65M
|
295K
$18.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.3K- 6.16% |
$998K - $5.73M
|
340K
$21.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 11.48% |
$1.02M - $5.85M
|
176K
$11.1M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23K- 32.99% |
$1.03M - $5.92M
|
46.8K
$2.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-28.2K- 43.7% |
$1.26M - $7.25M
|
36.3K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-28.7K- 44.05% |
$1.28M - $7.37M
|
36.4K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-30.5K- 91.41% |
$1.37M - $7.85M
|
2.87K
$181K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34.5K- 82.86% |
$1.55M - $8.88M
|
7.15K
$450K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-45.3K- 26.5% |
$2.02M - $11.6M
|
126K
$7.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-49.2K- 53.66% |
$2.2M - $12.7M
|
42.5K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-52.2K- 2.59% |
$2.34M - $13.4M
|
1.96M
$124M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-57K- 38.14% |
$2.55M - $14.7M
|
92.4K
$5.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-58K- 5.62% |
$2.59M - $14.9M
|
974K
$61.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-58.8K- 86.77% |
$2.63M - $15.1M
|
8.97K
$565K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.5K- 0.86% |
$2.84M - $16.3M
|
7.36M
$464M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-64K- 98.21% |
$2.87M - $16.5M
|
1.17K
$73.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-69.7K- 92.21% |
$3.12M - $17.9M
|
5.89K
$371K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-84.2K- 22.08% |
$3.77M - $21.6M
|
297K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-93.6K- 47.98% |
$4.19M - $24.1M
|
101K
$6.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-100K- 47.83% |
$4.49M - $25.8M
|
109K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-179K- 57.08% |
$8.02M - $46.1M
|
135K
$8.5M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-179K- 57.08% |
$8.02M - $46.1M
|
135K
$8.5M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-313K- 46.43% |
$14M - $80.5M
|
361K
$22.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-440K- 8.09% |
$19.7M - $113M
|
5M
$315M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-498K- 69.12% |
$22.3M - $128M
|
222K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-729K- 60.61% |
$32.6M - $187M
|
474K
$29.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.5M- 95.01% |
$67M - $385M
|
78.7K
$4.96M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-146M- 100.0% |
$6.52B - $37.4B
|
1.58K
$99.7K
|