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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.76K+ 72.35% |
$168K - $966K
|
8.95K
$564K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.76K+ 72.35% |
$168K - $966K
|
8.95K
$564K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.75K+ 21.48% |
$168K - $964K
|
21.2K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.75K+ 4.3% |
$168K - $964K
|
91.1K
$5.74M
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.74KNew |
$167K - $960K
|
3.74K
$235K
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.72K+ 6200.0% |
$166K - $956K
|
3.78K
$238K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.68K+ 23.72% |
$165K - $947K
|
19.2K
$1.21M
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.66KNew |
$164K - $940K
|
3.66K
$230K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.61K+ 18.85% |
$161K - $927K
|
22.7K
$1.43M
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
3.6K+ 7.23% |
$161K - $924K
|
53.3K
$3.36M
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
3.53KNew |
$158K - $907K
|
3.53K
$222K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
3.52K+ 25.86% |
$158K - $905K
|
17.1K
$1.08M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.51K+ 61.33% |
$157K - $902K
|
9.23K
$581K
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.48KNew |
$156K - $895K
|
3.48K
$219K
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.45K+ 61.16% |
$154K - $885K
|
9.08K
$572K
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.44KNew |
$154K - $884K
|
3.44K
$217K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35KNew |
$150K - $860K
|
3.35K
$211K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.33K+ 16.42% |
$149K - $857K
|
23.6K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.33K+ 3.79% |
$149K - $855K
|
91.1K
$5.74M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.33K+ 2.87% |
$149K - $855K
|
119K
$7.51M
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
3.33K+ 120.17% |
$149K - $855K
|
6.09K
$384K
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.27K+ 3.14% |
$146K - $840K
|
107K
$6.76M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.26K+ 6.76% |
$146K - $838K
|
51.5K
$3.24M
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3.21K+ 0.71% |
$144K - $824K
|
455K
$28.7M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.2KNew |
$143K - $821K
|
3.2K
$201K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.16K+ 23.92% |
$141K - $811K
|
16.4K
$1.03M
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.16K+ 2.99% |
$141K - $811K
|
109K
$6.85M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3.12K+ 5473.68% |
$140K - $802K
|
3.18K
$200K
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
BUY
|
- |
3.12K+ 7.97% |
$140K - $802K
|
42.3K
$2.66M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.11K+ 70.53% |
$139K - $798K
|
7.51K
$473K
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
BUY
|
- |
3.1K+ 66.07% |
$139K - $798K
|
7.8K
$491K
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
3.07K+ 5.3% |
$137K - $788K
|
60.9K
$3.83M
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
3.05KNew |
$137K - $785K
|
3.05K
$192K
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.96KNew |
$133K - $761K
|
2.96K
$187K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.94KNew |
$131K - $755K
|
2.94K
$185K
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
2.92K+ 20.64% |
$130K - $749K
|
17K
$1.07M
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
2.84K+ 212.35% |
$127K - $729K
|
4.17K
$263K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.83K+ 6.69% |
$127K - $727K
|
45.1K
$2.84M
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
2.81K+ 114.61% |
$126K - $722K
|
5.26K
$331K
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
2.77K+ 49.77% |
$124K - $711K
|
8.32K
$524K
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
2.76K+ 4.09% |
$124K - $710K
|
70.3K
$4.43M
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.74K+ 8.46% |
$122K - $703K
|
35.1K
$2.21M
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.71K+ 11.9% |
$121K - $697K
|
25.5K
$1.61M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.71K+ 2.19% |
$121K - $695K
|
126K
$7.96M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.71K+ 6.05% |
$121K - $695K
|
47.4K
$2.99M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
2.68K+ 3.67% |
$120K - $688K
|
75.6K
$4.76M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.66K+ 175.84% |
$119K - $683K
|
4.17K
$263K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.63K+ 79.61% |
$118K - $675K
|
5.93K
$373K
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.61K+ 5.9% |
$117K - $672K
|
46.9K
$2.95M
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.6KNew |
$116K - $669K
|
2.6K
$164K
|