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 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
11.4K+ 19.57% |
$508K - $2.92M
|
69.4K
$4.37M
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
11.3KNew |
$507K - $2.91M
|
11.3K
$713K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.1K+ 43.9% |
$498K - $2.86M
|
36.5K
$2.3M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.1K+ 43.92% |
$498K - $2.86M
|
36.4K
$2.3M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
11.1K+ 5.46% |
$496K - $2.85M
|
214K
$13.5M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 9.64% |
$483K - $2.77M
|
123K
$7.73M
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10.7KNew |
$478K - $2.75M
|
10.7K
$673K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.6KNew |
$476K - $2.74M
|
10.6K
$671K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.6K+ 16.96% |
$475K - $2.73M
|
73.3K
$4.62M
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
10.6K+ 6.86% |
$474K - $2.72M
|
165K
$10.4M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5K+ 7.04% |
$471K - $2.7M
|
160K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 11.16% |
$471K - $2.7M
|
105K
$6.6M
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
10.5K+ 6.02% |
$470K - $2.7M
|
185K
$11.7M
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10.5K+ 12.78% |
$469K - $2.7M
|
92.6K
$5.83M
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.82K+ 86.59% |
$439K - $2.52M
|
21.2K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.7K+ 525.24% |
$434K - $2.49M
|
11.5K
$727K
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
9.63KNew |
$431K - $2.47M
|
9.63K
$606K
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
BUY
|
- |
9.56KNew |
$427K - $2.46M
|
9.56K
$602K
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
9.41KNew |
$421K - $2.42M
|
9.41K
$593K
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
9.1KNew |
$407K - $2.34M
|
9.1K
$573K
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.9KNew |
$398K - $2.29M
|
8.9K
$561K
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
8.84K+ 291.85% |
$396K - $2.27M
|
11.9K
$748K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.79K+ 72.33% |
$393K - $2.26M
|
20.9K
$1.32M
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.69KNew |
$389K - $2.23M
|
8.69K
$548K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
8.66KNew |
$387K - $2.23M
|
8.66K
$545K
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
8.65KNew |
$387K - $2.22M
|
8.65K
$545K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8.65K+ 97.03% |
$387K - $2.22M
|
17.6K
$1.11M
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.63K+ 40.28% |
$386K - $2.22M
|
30.1K
$1.89M
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
8.56KNew |
$383K - $2.2M
|
8.56K
$539K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
8.52K+ 10.47% |
$381K - $2.19M
|
89.9K
$5.66M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
8.47K+ 149.33% |
$379K - $2.18M
|
14.1K
$890K
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
8.39K+ 238.73% |
$375K - $2.16M
|
11.9K
$750K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.3K+ 17.6% |
$371K - $2.13M
|
55.5K
$3.49M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.3K+ 7.42% |
$371K - $2.13M
|
120K
$7.56M
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.28K+ 7.01% |
$371K - $2.13M
|
127K
$7.97M
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
8.25K+ 194.6% |
$369K - $2.12M
|
12.5K
$787K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.18K+ 97.11% |
$366K - $2.1M
|
16.6K
$1.05M
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.05K+ 13.85% |
$360K - $2.07M
|
66.2K
$4.17M
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
BUY
|
- |
7.99K+ 0.96% |
$357K - $2.05M
|
836K
$52.6M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.96KNew |
$356K - $2.05M
|
7.96K
$501K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.87K+ 14.04% |
$352K - $2.02M
|
63.9K
$4.03M
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
7.85KNew |
$351K - $2.02M
|
7.85K
$494K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.78K+ 17.06% |
$348K - $2M
|
53.4K
$3.36M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
7.76K+ 106.33% |
$347K - $1.99M
|
15.1K
$948K
|
|
Jan 17, 2023
Q4 2022
|
Platt Investment Counsel, LLC
|
BUY
|
- |
7.7K+ 18.85% |
$344K - $1.98M
|
48.5K
$3.06M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.64K+ 4.66% |
$342K - $1.96M
|
172K
$10.8M
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
7.61K+ 51.63% |
$341K - $1.96M
|
22.4K
$1.41M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.54K+ 0.76% |
$337K - $1.94M
|
998K
$62.9M
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
7.51K+ 17.85% |
$336K - $1.93M
|
49.6K
$3.12M
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
7.49K+ 4.79% |
$335K - $1.93M
|
164K
$10.3M
|