Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
216+ 0.57% |
$55.4K - $59.8K
|
38.3K
$2.46M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
214+ 6.54% |
$54.9K - $59.3K
|
3.49K
$224K
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
213+ 1.65% |
$54.6K - $59K
|
13.1K
$843K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
212+ 2.62% |
$54.4K - $58.7K
|
8.3K
$534K
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
211+ 4220.0% |
$54.1K - $58.5K
|
216
$13.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
211+ 1.54% |
$54.1K - $58.5K
|
13.9K
$895K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
211+ 5.02% |
$54.1K - $58.5K
|
4.41K
$284K
|
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
205+ 0.81% |
$52.6K - $56.8K
|
25.6K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
205New |
$52.6K - $56.8K
|
205
$13.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
203+ 0.76% |
$52.1K - $56.2K
|
27K
$1.73M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 100.0% |
$51.3K - $55.4K
|
400
$25.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
200+ 13.96% |
$51.3K - $55.4K
|
1.63K
$105K
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
198+ 0.96% |
$50.8K - $54.9K
|
20.9K
$1.34M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
196+ 23.76% |
$50.3K - $54.3K
|
1.02K
$65.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
191+ 5.16% |
$49K - $52.9K
|
3.9K
$251K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
189+ 0.46% |
$48.5K - $52.4K
|
41.5K
$2.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
188+ 2.3% |
$48.2K - $52.1K
|
8.36K
$537K
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
182+ 2.1% |
$46.7K - $50.4K
|
8.85K
$569K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
181+ 2.71% |
$46.4K - $50.1K
|
6.87K
$442K
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
180+ 8.5% |
$46.2K - $49.9K
|
2.3K
$148K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
180+ 2.64% |
$46.2K - $49.9K
|
6.99K
$449K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
179+ 1.42% |
$45.9K - $49.6K
|
12.8K
$822K
|
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
BUY
|
- |
174+ 0.48% |
$44.6K - $48.2K
|
36.7K
$2.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
171+ 39.4% |
$43.9K - $47.4K
|
605
$38.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
170+ 3.91% |
$43.6K - $47.1K
|
4.52K
$291K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
168+ 3.26% |
$43.1K - $46.5K
|
5.32K
$342K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
166+ 1.71% |
$42.6K - $46K
|
9.88K
$636K
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
161+ 7.14% |
$41.3K - $44.6K
|
2.42K
$155K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
160+ 2.63% |
$41K - $44.3K
|
6.24K
$401K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
160+ 2.46% |
$41K - $44.3K
|
6.67K
$429K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
159+ 2.64% |
$40.8K - $44K
|
6.19K
$398K
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
155+ 11.83% |
$39.7K - $42.9K
|
1.47K
$94.2K
|
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
151+ 1.93% |
$38.7K - $41.8K
|
7.96K
$512K
|
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
BUY
|
- |
149+ 0.37% |
$38.2K - $41.3K
|
40.8K
$2.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
148+ 2.01% |
$38K - $41K
|
7.51K
$483K
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
148+ 1.39% |
$38K - $41K
|
10.8K
$696K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
147+ 5.55% |
$37.7K - $40.7K
|
2.8K
$180K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
143+ 6.51% |
$36.7K - $39.6K
|
2.34K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
143+ 5.76% |
$36.7K - $39.6K
|
2.62K
$169K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
140+ 10.79% |
$35.9K - $38.8K
|
1.44K
$92.4K
|
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
140+ 2.49% |
$35.9K - $38.8K
|
5.76K
$371K
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
140+ 2.06% |
$35.9K - $38.8K
|
6.93K
$446K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
139+ 11.67% |
$35.6K - $38.5K
|
1.33K
$85.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Beta Wealth Group, Inc.
|
BUY
|
- |
136+ 4.75% |
$34.9K - $37.7K
|
3K
$193K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
134+ 2.03% |
$34.4K - $37.1K
|
6.72K
$432K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
130+ 3.47% |
$33.3K - $36K
|
3.88K
$250K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
126+ 2.63% |
$32.3K - $34.9K
|
4.91K
$316K
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
125+ 0.64% |
$32.1K - $34.6K
|
19.5K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
123+ 1.68% |
$31.5K - $34.1K
|
7.46K
$480K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
121+ 43.53% |
$31K - $33.5K
|
399
$25.7K
|