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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Claremont Financial Group, Inc.
Claremont, CA |
BUY
|
- |
10New |
$2.66K - $2.91K
|
10
$643
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10+ 0.49% |
$2.66K - $2.91K
|
2.06K
$132K
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
BUY
|
- |
9+ 0.04% |
$2.39K - $2.61K
|
25.1K
$1.62M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
9+ 0.14% |
$2.39K - $2.61K
|
6.29K
$405K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
8+ 0.53% |
$2.13K - $2.32K
|
1.5K
$96.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8+ 0.74% |
$2.13K - $2.32K
|
1.09K
$69.9K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
8+ 0.83% |
$2.13K - $2.32K
|
969
$62.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$1.86K - $2.03K
|
5.21K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
7+ 0.05% |
$1.86K - $2.03K
|
13.8K
$889K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7+ 0.2% |
$1.86K - $2.03K
|
3.42K
$220K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.12% |
$1.86K - $2.03K
|
5.96K
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7New |
$1.86K - $2.03K
|
7
$450
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6+ 0.08% |
$1.59K - $1.74K
|
7.88K
$507K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$1.59K - $1.74K
|
7.21K
$464K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6+ 0.54% |
$1.59K - $1.74K
|
1.11K
$71.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
6+ 0.68% |
$1.59K - $1.74K
|
893
$57.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.05% |
$1.59K - $1.74K
|
13K
$833K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.3% |
$1.59K - $1.74K
|
2.01K
$130K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
5New |
$1.33K - $1.45K
|
5
$322
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
5+ 0.41% |
$1.33K - $1.45K
|
1.23K
$79.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
5+ 0.15% |
$1.33K - $1.45K
|
3.33K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
5+ 0.24% |
$1.33K - $1.45K
|
2.07K
$133K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
5+ 0.49% |
$1.33K - $1.45K
|
1.02K
$65.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5+ 0.4% |
$1.33K - $1.45K
|
1.26K
$81.2K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5New |
$1.33K - $1.45K
|
5
$322
|
|
|
Feb 04, 2022
Q4 2021
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
5New |
$1.33K - $1.45K
|
5
$322
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
4+ 0.21% |
$1.06K - $1.16K
|
1.9K
$122K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4+ 0.26% |
$1.06K - $1.16K
|
1.56K
$100K
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
4+ 0.15% |
$1.06K - $1.16K
|
2.69K
$173K
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3+ 0.29% |
$797 - $872
|
1.03K
$66.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
3+ 0.06% |
$797 - $872
|
4.88K
$314K
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
3+ 0.16% |
$797 - $872
|
1.93K
$124K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3+ 0.09% |
$797 - $872
|
3.18K
$205K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.25% |
$797 - $872
|
1.2K
$76.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3+ 0.38% |
$797 - $872
|
803
$51.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.74% |
$797 - $872
|
407
$26.2K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$532 - $581
|
5.58K
$359K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2+ 0.03% |
$532 - $581
|
7.71K
$496K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2+ 0.03% |
$532 - $581
|
7.19K
$462K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.23% |
$532 - $581
|
879
$56.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.03% |
$532 - $581
|
6.75K
$434K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$266 - $291
|
1.31K
$83.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$266 - $291
|
5.72K
$368K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
1+ 0.08% |
$266 - $291
|
1.25K
$80.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
1+ 0.04% |
$266 - $291
|
2.29K
$147K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
1+ 0.01% |
$266 - $291
|
6.81K
$438K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.22% |
$266 - $291
|
454
$29.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.4% |
$266 - $291
|
250
$16.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1+ 0.04% |
$266 - $291
|
2.29K
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$266 - $291
|
2.99K
$192K
|