Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
872New |
$232K - $253K
|
872
$56.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
867+ 5.07% |
$230K - $252K
|
18K
$1.15M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
865+ 3.43% |
$230K - $251K
|
26.1K
$1.68M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
858+ 6.54% |
$228K - $249K
|
14K
$899K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
854+ 2.84% |
$227K - $248K
|
31K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
849New |
$226K - $247K
|
849
$54.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
836+ 40.54% |
$222K - $243K
|
2.9K
$186K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
835New |
$222K - $243K
|
835
$53.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
835New |
$222K - $243K
|
835
$53.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
814New |
$216K - $236K
|
814
$52.4K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
810New |
$215K - $235K
|
810
$52.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
809+ 2.15% |
$215K - $235K
|
38.4K
$2.47M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
809+ 8.88% |
$215K - $235K
|
9.92K
$638K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
801+ 45.64% |
$213K - $233K
|
2.56K
$164K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
797+ 7.26% |
$212K - $232K
|
11.8K
$757K
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
788+ 6.44% |
$209K - $229K
|
13K
$838K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
788+ 30.03% |
$209K - $229K
|
3.41K
$219K
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
776+ 0.51% |
$206K - $225K
|
154K
$9.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
775New |
$206K - $225K
|
775
$49.8K
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
766New |
$204K - $223K
|
766
$49.3K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
765New |
$203K - $222K
|
765
$49.2K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
758New |
$201K - $220K
|
758
$48.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
755New |
$201K - $219K
|
755
$48.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
754+ 14.85% |
$200K - $219K
|
5.83K
$375K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
752+ 64.38% |
$200K - $218K
|
1.92K
$123K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
752+ 0.71% |
$200K - $218K
|
107K
$6.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
750New |
$199K - $218K
|
750
$48.2K
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
748New |
$199K - $217K
|
748
$48.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
747New |
$199K - $217K
|
747
$48K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
744New |
$198K - $216K
|
744
$47.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Riverstone Advisors, LLC
|
BUY
|
- |
741New |
$197K - $215K
|
741
$47.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
740New |
$197K - $215K
|
740
$47.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
737New |
$196K - $214K
|
737
$47.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
736New |
$196K - $214K
|
736
$47.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
733+ 1.34% |
$195K - $213K
|
55.3K
$3.56M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
732New |
$195K - $213K
|
732
$47.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
730+ 10.86% |
$194K - $212K
|
7.45K
$479K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
730+ 0.39% |
$194K - $212K
|
187K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
730+ 6.19% |
$194K - $212K
|
12.5K
$805K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
729New |
$194K - $212K
|
729
$46.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
727+ 2.0% |
$193K - $211K
|
37.2K
$2.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
726New |
$193K - $211K
|
726
$46.7K
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
725New |
$193K - $211K
|
725
$46.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
725New |
$193K - $211K
|
725
$46.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
722New |
$192K - $210K
|
722
$46.4K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
719New |
$191K - $209K
|
719
$46.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
717New |
$191K - $208K
|
717
$46.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
716New |
$190K - $208K
|
716
$46.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
715+ 25.36% |
$190K - $208K
|
3.53K
$227K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
712New |
$189K - $207K
|
712
$45.8K
|