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 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
4+ 0.38% |
$1K - $1.14K
|
1.07K
$66K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
4+ 0.32% |
$1K - $1.14K
|
1.24K
$76.6K
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.36% |
$1K - $1.14K
|
1.11K
$69.1K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.24% |
$1K - $1.14K
|
1.65K
$102K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4+ 2.61% |
$1K - $1.14K
|
157
$9.74K
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
3+ 0.04% |
$754 - $856
|
6.98K
$433K
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
BUY
|
- |
3+ 0.01% |
$754 - $856
|
25.1K
$1.56M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
3+ 0.11% |
$754 - $856
|
2.7K
$167K
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
3+ 0.16% |
$754 - $856
|
1.94K
$120K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3+ 0.16% |
$754 - $856
|
1.85K
$115K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$502 - $571
|
1.03K
$63.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.15% |
$502 - $571
|
1.35K
$83.8K
|
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$502 - $571
|
830
$51.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.27% |
$502 - $571
|
749
$46.4K
|
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
2+ 0.12% |
$502 - $571
|
1.6K
$99.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.05% |
$502 - $571
|
4.21K
$261K
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
2+ 0.11% |
$502 - $571
|
1.85K
$115K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2+ 0.5% |
$502 - $571
|
401
$24.9K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$502 - $571
|
1.02K
$63.1K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2+ 0.22% |
$502 - $571
|
895
$55.5K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
2+ 0.15% |
$502 - $571
|
1.29K
$80.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.02% |
$502 - $571
|
9.04K
$561K
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.16% |
$502 - $571
|
1.27K
$78.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
2+ 0.09% |
$502 - $571
|
2.3K
$142K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.01% |
$251 - $285
|
7.71K
$478K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.13% |
$251 - $285
|
759
$47.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$251 - $285
|
947
$58.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$251 - $285
|
22.1K
$1.37M
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.11% |
$251 - $285
|
918
$56.9K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$251 - $285
|
10K
$622K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.11% |
$251 - $285
|
942
$58.4K
|
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$251 - $285
|
1.55K
$96.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1+ 0.1% |
$251 - $285
|
986
$61.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.04% |
$251 - $285
|
2.37K
$147K
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.4% |
$251 - $285
|
251
$15.6K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$251 - $285
|
4.58K
$284K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$251 - $285
|
15.3K
$949K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.02% |
$251 - $285
|
4.12K
$256K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1+ 0.02% |
$251 - $285
|
4.24K
$263K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.05% |
$251 - $285
|
2.12K
$131K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.11% |
$251 - $285
|
942
$58.4K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$251 - $285
|
2.06K
$128K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.11% |
$251 - $285
|
887
$55K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$251 - $285
|
8.81K
$546K
|
|
|
Apr 08, 2022
Q1 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
1+ 0.08% |
$251 - $285
|
1.23K
$76.5K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
1+ 0.18% |
$251 - $285
|
553
$34.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$251 - $285
|
4.7K
$291K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.24% |
$251 - $285
|
415
$25.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-2- 0.04% |
$502 - $571
|
5.55K
$344K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2- 0.07% |
$502 - $571
|
2.71K
$168K
|