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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
124+ 67.39% |
$5.55K - $31.9K
|
308
$19.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
122New |
$5.46K - $31.4K
|
122
$7.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
BUY
|
- |
121+ 2.3% |
$5.41K - $31.1K
|
5.39K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
121+ 1.04% |
$5.41K - $31.1K
|
11.8K
$753K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
120+ 0.58% |
$5.37K - $30.8K
|
20.9K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
116New |
$5.19K - $29.8K
|
116
$7.42K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
114+ 5.08% |
$5.1K - $29.3K
|
2.36K
$151K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
113+ 0.32% |
$5.06K - $29K
|
35.9K
$2.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
113+ 3.46% |
$5.06K - $29K
|
3.38K
$216K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
113New |
$5.06K - $29K
|
113
$7.23K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
112+ 4.42% |
$5.01K - $28.8K
|
2.65K
$169K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
111+ 0.91% |
$4.97K - $28.5K
|
12.4K
$791K
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
110+ 0.96% |
$4.92K - $28.3K
|
11.6K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
107+ 3.55% |
$4.79K - $27.5K
|
3.12K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
107+ 1.25% |
$4.79K - $27.5K
|
8.64K
$553K
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
107+ 1.25% |
$4.79K - $27.5K
|
8.64K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
106+ 5.91% |
$4.74K - $27.2K
|
1.9K
$121K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
105+ 2.41% |
$4.7K - $27K
|
4.46K
$285K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
104+ 26.0% |
$4.65K - $26.7K
|
504
$32.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
104+ 5.95% |
$4.65K - $26.7K
|
1.85K
$118K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
104+ 2.33% |
$4.65K - $26.7K
|
4.57K
$292K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
101New |
$4.52K - $26K
|
101
$6.46K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
101+ 3.95% |
$4.52K - $26K
|
2.66K
$170K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
100+ 0.52% |
$4.47K - $25.7K
|
19.3K
$1.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
BUY
|
- |
100+ 0.71% |
$4.47K - $25.7K
|
14.1K
$903K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
100+ 3.15% |
$4.47K - $25.7K
|
3.27K
$209K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
100+ 20.75% |
$4.47K - $25.7K
|
582
$37.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
100+ 2.05% |
$4.47K - $25.7K
|
4.98K
$318K
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
99+ 3.74% |
$4.43K - $25.4K
|
2.74K
$175K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
98+ 1.33% |
$4.38K - $25.2K
|
7.45K
$476K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
98+ 0.29% |
$4.38K - $25.2K
|
33.8K
$2.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
98+ 6.67% |
$4.38K - $25.2K
|
1.57K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
97+ 2.13% |
$4.34K - $24.9K
|
4.66K
$298K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
96+ 2.15% |
$4.3K - $24.7K
|
4.57K
$292K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
95+ 1900.0% |
$4.25K - $24.4K
|
100
$6.39K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
BUY
|
- |
95+ 2.14% |
$4.25K - $24.4K
|
4.54K
$290K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
94+ 2.52% |
$4.21K - $24.2K
|
3.83K
$245K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
93+ 1.12% |
$4.16K - $23.9K
|
8.37K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
91New |
$4.07K - $23.4K
|
91
$5.82K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
91New |
$4.07K - $23.4K
|
91
$5.82K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
90+ 0.66% |
$4.03K - $23.1K
|
13.8K
$882K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
89+ 0.41% |
$3.98K - $22.9K
|
22K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
89+ 0.67% |
$3.98K - $22.9K
|
13.3K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84+ 3.49% |
$3.76K - $21.6K
|
2.49K
$159K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
84New |
$3.76K - $21.6K
|
84
$5.37K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
81+ 4.41% |
$3.62K - $20.8K
|
1.92K
$123K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
81+ 1.09% |
$3.62K - $20.8K
|
7.49K
$479K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
80+ 53.33% |
$3.58K - $20.6K
|
230
$14.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
80+ 1.57% |
$3.58K - $20.6K
|
5.16K
$330K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
80+ 0.65% |
$3.58K - $20.6K
|
12.3K
$787K
|