Purchases and Sales Made in Q4 2022 in Ishares Core S&P Mid Cap ETF (IJH)

IJH Quotes by TradingView

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 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.45K
+ 6.67%
$333K - $1.91M
119K $7.5M
Feb 01, 2023 Q4 2022
Legacy Advisors, LLC

BUY
 -
7.44K
+ 284.9%
$333K - $1.91M
10K $633K
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
7.4K
+ 699.43%
$331K - $1.9M
8.46K $533K
Feb 06, 2023 Q4 2022
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
7.32K
New
$327K - $1.88M
7.32K $461K
Jan 10, 2023 Q4 2022
Single Point Partners, LLC

BUY
 -
7.29K
+ 5.19%
$326K - $1.87M
148K $9.31M
Feb 15, 2023 Q4 2022
Cic Wealth, LLC

Rockville, MD
BUY
 -
7.23K
New
$323K - $1.86M
7.23K $455K
Feb 01, 2023 Q4 2022
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
7.16K
New
$320K - $1.84M
7.16K $451K
Feb 13, 2023 Q4 2022
Rafferty Asset Management, LLC

New York, NY
BUY
 -
7.16K
+ 6.11%
$320K - $1.84M
124K $7.83M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
7.13K
+ 10.24%
$319K - $1.83M
76.7K $4.83M
Jan 26, 2023 Q4 2022
First Merchants Corp

BUY
 -
7.09K
+ 124.22%
$317K - $1.82M
12.8K $806K
Feb 10, 2023 Q4 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
6.9K
+ 5.61%
$309K - $1.77M
130K $8.18M
Mar 22, 2024 Q4 2022
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
6.84K
New
$306K - $1.76M
6.84K $431K
Feb 13, 2023 Q4 2022
Jones Financial Companies Lllp

BUY
 -
6.82K
+ 1.63%
$305K - $1.75M
425K $26.8M
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
6.79K
+ 29.98%
$304K - $1.75M
29.5K $1.86M
Feb 09, 2023 Q4 2022
Financial Management Network Inc

BUY
 -
6.73K
+ 11.61%
$301K - $1.73M
64.6K $4.07M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.68K
+ 1.35%
$299K - $1.72M
502K $31.6M
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
6.64K
+ 0.36%
$297K - $1.71M
1.86M $117M
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
6.64K
+ 3.55%
$297K - $1.71M
194K $12.2M
Feb 06, 2023 Q4 2022
Rkl Wealth Management LLC

BUY
 -
6.64K
+ 4.17%
$297K - $1.71M
166K $10.4M
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
6.62K
+ 107.89%
$296K - $1.7M
12.8K $804K
Feb 14, 2023 Q4 2022
Smith Anglin Financial, LLC

BUY
 -
6.52K
+ 3.13%
$292K - $1.68M
215K $13.5M
Feb 13, 2023 Q4 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
6.51K
+ 47.79%
$291K - $1.67M
20.1K $1.27M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
6.51K
New
$291K - $1.67M
6.51K $410K
Feb 03, 2023 Q4 2022
St. Louis Trust CO

BUY
 -
6.4K
+ 25.08%
$286K - $1.64M
31.9K $2.01M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
6.29K
+ 4.96%
$282K - $1.62M
133K $8.38M
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
6.28K
+ 40.81%
$281K - $1.61M
21.7K $1.36M
Feb 13, 2023 Q4 2022
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
6.26K
New
$280K - $1.61M
6.26K $394K
Feb 08, 2023 Q4 2022
Madison Asset Management, LLC

Madison, WI
BUY
 -
6.14K
+ 2.67%
$275K - $1.58M
236K $14.9M
Feb 02, 2023 Q4 2022
Wealth Effects LLC

BUY
 -
6.14K
New
$275K - $1.58M
6.14K $387K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
6.08K
+ 49.24%
$272K - $1.56M
18.4K $1.16M
Jan 25, 2023 Q4 2022
Tarbox Family Office, Inc.

BUY
 -
6.06K
+ 2.9%
$271K - $1.56M
215K $13.5M
Jan 24, 2023 Q4 2022
Louisiana State Employees Retirement System

BUY
 -
5.9K
+ 9.21%
$264K - $1.52M
70K $4.41M
Feb 07, 2023 Q4 2022
Conning Inc.

BUY
 -
5.86K
+ 6.57%
$262K - $1.5M
95K $5.98M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.85K
+ 9.31%
$262K - $1.5M
68.7K $4.33M
Feb 01, 2023 Q4 2022
Arrow Financial Corp

BUY
 -
5.74K
+ 3.25%
$257K - $1.48M
182K $11.5M
Feb 15, 2023 Q4 2022
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
5.73K
New
$257K - $1.47M
5.73K $361K
Feb 10, 2023 Q4 2022
Intrust Bank Na

Wichita, KS
BUY
 -
5.69K
+ 8.37%
$254K - $1.46M
73.7K $4.64M
Feb 14, 2023 Q4 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
5.66K
+ 17.43%
$253K - $1.45M
38.1K $2.4M
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
5.65K
+ 67.66%
$253K - $1.45M
14K $881K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
5.61K
+ 2.25%
$251K - $1.44M
254K $16M
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
5.55K
+ 9.88%
$248K - $1.43M
61.7K $3.89M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
5.53K
+ 12.12%
$247K - $1.42M
51.1K $3.22M
Feb 10, 2023 Q4 2022
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
5.48K
New
$245K - $1.41M
5.48K $345K
Feb 23, 2023 Q4 2022
Wc Walker & Associates, Inc.

BUY
 -
5.47K
+ 77.01%
$245K - $1.41M
12.6K $792K
Feb 01, 2023 Q4 2022
Portland Global Advisors LLC

BUY
 -
5.44K
+ 5.11%
$243K - $1.4M
112K $7.05M
Feb 02, 2023 Q4 2022
Rmr Wealth Builders

BUY
 -
5.41K
+ 3.92%
$242K - $1.39M
143K $9.03M
Jan 17, 2023 Q4 2022
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
5.41K
New
$242K - $1.39M
5.41K $341K
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
5.37K
+ 5.61%
$240K - $1.38M
101K $6.36M
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
5.29K
+ 9.26%
$236K - $1.36M
62.4K $3.93M

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