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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.8K- 12.58% |
$484K - $2.78M
|
75.1K
$4.37M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.9K- 14.79% |
$486K - $2.79M
|
62.6K
$3.64M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.9K- 5.07% |
$488K - $2.81M
|
204K
$11.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11K- 6.32% |
$491K - $2.82M
|
163K
$9.48M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.4K- 3.42% |
$512K - $2.94M
|
324K
$18.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.8K- 2.33% |
$526K - $3.02M
|
493K
$28.7M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-11.9K- 15.26% |
$535K - $3.07M
|
66.4K
$3.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.1K- 7.01% |
$544K - $3.12M
|
161K
$9.38M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-12.4K- 27.39% |
$553K - $3.18M
|
32.8K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.5K- 6.03% |
$561K - $3.22M
|
196K
$11.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 0.29% |
$562K - $3.23M
|
4.31M
$251M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-13K- 79.84% |
$581K - $3.33M
|
3.28K
$191K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-13.6K- 53.46% |
$610K - $3.51M
|
11.9K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-13.7K- 6.61% |
$612K - $3.51M
|
193K
$11.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.7K- 29.22% |
$612K - $3.52M
|
33.1K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-13.7K- 89.08% |
$615K - $3.53M
|
1.69K
$98.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-14.4K- 10.1% |
$645K - $3.7M
|
128K
$7.46M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-15.7K- 47.31% |
$703K - $4.04M
|
17.5K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-15.8K- 15.34% |
$709K - $4.07M
|
87.4K
$5.09M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-15.9K- 36.54% |
$713K - $4.1M
|
27.7K
$1.61M
|
|
|
Feb 21, 2023
Q4 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-17.1K- 31.96% |
$765K - $4.39M
|
36.4K
$2.12M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.2K- 1.01% |
$769K - $4.42M
|
1.69M
$98.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-17.4K- 32.98% |
$776K - $4.46M
|
35.3K
$2.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-17.4K- 16.11% |
$778K - $4.47M
|
90.5K
$5.27M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-17.5K- 80.36% |
$781K - $4.49M
|
4.27K
$248K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-17.7K- 15.29% |
$793K - $4.56M
|
98.2K
$5.72M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-18.2K- 18.78% |
$813K - $4.67M
|
78.6K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-21K- 36.09% |
$941K - $5.41M
|
37.2K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.6K- 3.26% |
$966K - $5.55M
|
641K
$37.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-22K- 6.93% |
$983K - $5.65M
|
295K
$17.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.3K- 6.16% |
$998K - $5.73M
|
340K
$19.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 11.48% |
$1.02M - $5.85M
|
176K
$10.2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23K- 32.99% |
$1.03M - $5.92M
|
46.8K
$2.72M
|
|
|
Jan 08, 2025
Q4 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-26.7K- 75.39% |
$1.2M - $6.87M
|
8.72K
$508K
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-27.6K- 85.82% |
$1.23M - $7.09M
|
4.56K
$265K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-28.2K- 43.7% |
$1.26M - $7.25M
|
36.3K
$2.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-28.7K- 44.05% |
$1.28M - $7.37M
|
36.4K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-30.5K- 91.41% |
$1.37M - $7.85M
|
2.87K
$167K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-34.5K- 82.86% |
$1.55M - $8.88M
|
7.15K
$416K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-45.3K- 26.5% |
$2.02M - $11.6M
|
126K
$7.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-49.2K- 53.66% |
$2.2M - $12.7M
|
42.5K
$2.48M
|
|
|
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
$114M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-57K- 38.14% |
$2.55M - $14.7M
|
92.4K
$5.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-58K- 5.62% |
$2.59M - $14.9M
|
974K
$56.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-58.8K- 86.77% |
$2.63M - $15.1M
|
8.97K
$522K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.5K- 0.86% |
$2.84M - $16.3M
|
7.36M
$428M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-64K- 98.21% |
$2.87M - $16.5M
|
1.17K
$67.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-69.7K- 92.21% |
$3.12M - $17.9M
|
5.89K
$343K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-84.2K- 22.08% |
$3.77M - $21.6M
|
297K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-93.6K- 47.98% |
$4.19M - $24.1M
|
101K
$5.91M
|