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
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5.28K+ 6.11% |
$236K - $1.36M
|
91.6K
$5.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.26KNew |
$235K - $1.35M
|
5.26K
$332K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.12K+ 31.0% |
$229K - $1.32M
|
21.6K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.12KNew |
$229K - $1.31M
|
5.12K
$322K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.09KNew |
$228K - $1.31M
|
5.09K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
5.03K+ 1.0% |
$225K - $1.29M
|
506K
$31.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$225K - $1.29M
|
5.02K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.01K+ 10.24% |
$224K - $1.29M
|
54K
$3.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
5K+ 117.66% |
$224K - $1.29M
|
9.26K
$583K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.94K+ 2.01% |
$221K - $1.27M
|
250K
$15.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4.91K+ 6.84% |
$220K - $1.26M
|
76.7K
$4.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.89K+ 0.97% |
$219K - $1.26M
|
511K
$32.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4.85K+ 13.43% |
$217K - $1.25M
|
40.9K
$2.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.81K+ 431.12% |
$215K - $1.24M
|
5.92K
$373K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.78K+ 22.78% |
$214K - $1.23M
|
25.7K
$1.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.75K+ 22.35% |
$212K - $1.22M
|
26K
$1.64M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.73KNew |
$211K - $1.21M
|
4.73K
$298K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.72K+ 11.73% |
$211K - $1.21M
|
44.9K
$2.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.66K+ 4.62% |
$208K - $1.2M
|
106K
$6.65M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4.61K+ 9.71% |
$206K - $1.18M
|
52.1K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
4.6KNew |
$206K - $1.18M
|
4.6K
$290K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
4.57K+ 40.71% |
$204K - $1.17M
|
15.8K
$994K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.56K+ 19.47% |
$204K - $1.17M
|
28K
$1.76M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.54K+ 5.44% |
$203K - $1.17M
|
88K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.5KNew |
$201K - $1.16M
|
4.5K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.5K+ 5.57% |
$201K - $1.16M
|
85.3K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.49K+ 13.01% |
$201K - $1.15M
|
39K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.44K+ 13.4% |
$199K - $1.14M
|
37.6K
$2.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
4.43K+ 47.04% |
$198K - $1.14M
|
13.9K
$873K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.41K+ 25.32% |
$197K - $1.13M
|
21.8K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.41KNew |
$197K - $1.13M
|
4.41K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.41K+ 62.25% |
$197K - $1.13M
|
11.5K
$724K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.39K+ 10.58% |
$196K - $1.13M
|
45.8K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
4.39K+ 10.89% |
$196K - $1.13M
|
44.7K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.36K+ 13.22% |
$195K - $1.12M
|
37.4K
$2.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.36K+ 8.44% |
$195K - $1.12M
|
55.9K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.2K+ 2.12% |
$188K - $1.08M
|
203K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.16KNew |
$186K - $1.07M
|
4.16K
$262K
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.15KNew |
$186K - $1.07M
|
4.15K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
4.13KNew |
$185K - $1.06M
|
4.13K
$260K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.09KNew |
$183K - $1.05M
|
4.09K
$257K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.03K+ 40.75% |
$180K - $1.04M
|
13.9K
$877K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.95K+ 0.9% |
$177K - $1.01M
|
445K
$28M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.92KNew |
$175K - $1.01M
|
3.92K
$247K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 15.49% |
$175K - $1M
|
29.1K
$1.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
3.85KNew |
$172K - $989K
|
3.85K
$243K
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.83K+ 22.1% |
$172K - $985K
|
21.2K
$1.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
3.82K+ 4.21% |
$171K - $980K
|
94.5K
$5.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.81K+ 3.64% |
$170K - $979K
|
108K
$6.83M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.79K+ 17.76% |
$170K - $974K
|
25.1K
$1.58M
|