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 |
---|---|---|---|---|---|---|---|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.89K+ 13.1% |
$84.5K - $485K
|
16.3K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
1.86K+ 5.07% |
$83.2K - $478K
|
38.5K
$2.43M
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.85KNew |
$82.8K - $475K
|
1.85K
$117K
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.83K+ 764.17% |
$82.1K - $471K
|
2.07K
$131K
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.83KNew |
$82K - $471K
|
1.83K
$115K
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.83K+ 2.25% |
$81.7K - $469K
|
82.9K
$5.22M
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.82K+ 130.91% |
$81.5K - $468K
|
3.21K
$202K
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.81KNew |
$81K - $465K
|
1.81K
$114K
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
1.8KNew |
$80.6K - $463K
|
1.8K
$114K
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
1.8K+ 7.56% |
$80.5K - $463K
|
25.6K
$1.61M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8KNew |
$80.5K - $463K
|
1.8K
$113K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.78K+ 101.77% |
$79.7K - $458K
|
3.53K
$223K
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.78KNew |
$79.6K - $457K
|
1.78K
$112K
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.77KNew |
$79K - $454K
|
1.77K
$111K
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.76KNew |
$78.9K - $453K
|
1.76K
$111K
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.73K+ 0.66% |
$77.6K - $446K
|
264K
$16.6M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.73K+ 0.61% |
$77.4K - $444K
|
287K
$18.1M
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.73K+ 5.08% |
$77.2K - $443K
|
35.7K
$2.25M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.72K+ 280.23% |
$76.7K - $441K
|
2.33K
$147K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.71K+ 36.18% |
$76.6K - $440K
|
6.44K
$406K
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.7KNew |
$76.2K - $438K
|
1.7K
$107K
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.7K+ 1.41% |
$76.2K - $438K
|
123K
$7.73M
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.7K+ 4.91% |
$76.1K - $437K
|
36.3K
$2.29M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.69K+ 4.07% |
$75.4K - $433K
|
43K
$2.71M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.68K+ 21.33% |
$75.1K - $431K
|
9.55K
$601K
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.67K+ 4.43% |
$74.6K - $428K
|
39.3K
$2.47M
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.65K+ 0.54% |
$73.9K - $425K
|
308K
$19.4M
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.63K+ 18.41% |
$73.1K - $420K
|
10.5K
$662K
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.63K+ 7.27% |
$73.1K - $420K
|
24.1K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.63K+ 2.07% |
$73K - $419K
|
80.5K
$5.07M
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.59KNew |
$71.2K - $409K
|
1.59K
$100K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.58K+ 7.91% |
$70.7K - $406K
|
21.6K
$1.36M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.58KNew |
$70.6K - $406K
|
1.58K
$99.4K
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.54KNew |
$68.8K - $395K
|
1.54K
$96.9K
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.52KNew |
$68K - $391K
|
1.52K
$95.7K
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.52KNew |
$68K - $391K
|
1.52K
$95.7K
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.51KNew |
$67.5K - $388K
|
1.51K
$95.1K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
1.51K+ 6.24% |
$67.4K - $387K
|
25.6K
$1.62M
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.5K+ 4.7% |
$66.9K - $384K
|
33.3K
$2.1M
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$66.5K - $382K
|
1.49K
$93.6K
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.48K+ 4.45% |
$66.4K - $381K
|
34.8K
$2.19M
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.48KNew |
$66.2K - $380K
|
1.48K
$93.2K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.48K+ 1.05% |
$66K - $379K
|
142K
$8.98M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.48K+ 10.21% |
$66K - $379K
|
15.9K
$1M
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
1.47KNew |
$65.9K - $379K
|
1.47K
$92.8K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 1.47% |
$65.7K - $377K
|
101K
$6.39M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.46KNew |
$65.2K - $375K
|
1.46K
$91.8K
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.45KNew |
$64.9K - $373K
|
1.45K
$91.3K
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.44KNew |
$64.5K - $370K
|
1.44K
$90.8K
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.44K+ 3.02% |
$64.4K - $370K
|
49.1K
$3.1M
|