Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
19+ 0.25% |
$4.77K - $5.42K
|
7.59K
$486K
|
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
18+ 0.81% |
$4.52K - $5.14K
|
2.23K
$143K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
18New |
$4.52K - $5.14K
|
18
$1.15K
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
BUY
|
- |
17+ 0.45% |
$4.27K - $4.85K
|
3.78K
$242K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
17+ 0.37% |
$4.27K - $4.85K
|
4.58K
$293K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$4.02K - $4.57K
|
5.21K
$334K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
16+ 0.68% |
$4.02K - $4.57K
|
2.37K
$152K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
16+ 1.37% |
$4.02K - $4.57K
|
1.18K
$75.7K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16+ 1.27% |
$4.02K - $4.57K
|
1.27K
$81.5K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.89% |
$3.77K - $4.28K
|
1.7K
$109K
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
15+ 0.98% |
$3.77K - $4.28K
|
1.55K
$99.1K
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.2% |
$3.77K - $4.28K
|
7.63K
$489K
|
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
15+ 0.09% |
$3.77K - $4.28K
|
17.1K
$1.09M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
15+ 0.82% |
$3.77K - $4.28K
|
1.84K
$118K
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14+ 1.19% |
$3.52K - $4K
|
1.19K
$76.3K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.7% |
$3.27K - $3.71K
|
778
$49.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.91% |
$3.27K - $3.71K
|
1.45K
$92.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
13+ 0.61% |
$3.27K - $3.71K
|
2.14K
$137K
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.51% |
$3.01K - $3.42K
|
2.38K
$153K
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
BUY
|
- |
12+ 1.05% |
$3.01K - $3.42K
|
1.15K
$73.9K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 0.67% |
$3.01K - $3.42K
|
1.8K
$115K
|
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
BUY
|
- |
10+ 0.07% |
$2.51K - $2.85K
|
13.4K
$857K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$2.51K - $2.85K
|
11.4K
$728K
|
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
10+ 0.5% |
$2.51K - $2.85K
|
2.03K
$130K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
10+ 0.72% |
$2.51K - $2.85K
|
1.41K
$90.2K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
9+ 0.68% |
$2.26K - $2.57K
|
1.33K
$85K
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9+ 0.04% |
$2.26K - $2.57K
|
23.9K
$1.53M
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
8+ 0.33% |
$2.01K - $2.28K
|
2.45K
$157K
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
8+ 0.32% |
$2.01K - $2.28K
|
2.48K
$159K
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
8+ 0.21% |
$2.01K - $2.28K
|
3.83K
$245K
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.47% |
$1.76K - $2K
|
1.51K
$96.8K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
7+ 0.2% |
$1.76K - $2K
|
3.51K
$225K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7+ 0.66% |
$1.76K - $2K
|
1.07K
$68.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.11% |
$1.76K - $2K
|
6.3K
$403K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7+ 0.21% |
$1.76K - $2K
|
3.37K
$216K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6+ 0.16% |
$1.51K - $1.71K
|
3.73K
$239K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
6+ 0.17% |
$1.51K - $1.71K
|
3.54K
$226K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
6+ 0.07% |
$1.51K - $1.71K
|
9.05K
$579K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
5+ 0.17% |
$1.26K - $1.43K
|
2.94K
$188K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
5+ 0.2% |
$1.26K - $1.43K
|
2.52K
$161K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.52% |
$1.26K - $1.43K
|
966
$61.9K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
5+ 0.66% |
$1.26K - $1.43K
|
760
$48.7K
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.07% |
$1K - $1.14K
|
5.58K
$358K
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$1K - $1.14K
|
1.35K
$86.1K
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
BUY
|
- |
4+ 0.34% |
$1K - $1.14K
|
1.18K
$75.8K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.31% |
$1K - $1.14K
|
1.28K
$82.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
4+ 0.15% |
$1K - $1.14K
|
2.7K
$173K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
4+ 0.38% |
$1K - $1.14K
|
1.07K
$68.2K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
4+ 0.32% |
$1K - $1.14K
|
1.24K
$79.1K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.36% |
$1K - $1.14K
|
1.11K
$71.4K
|