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 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-22- 2.36% |
$5.53K - $6.28K
|
911
$56.5K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-22- 0.77% |
$5.53K - $6.28K
|
2.85K
$177K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-22- 2.73% |
$5.53K - $6.28K
|
785
$48.7K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-22Closed |
$5.53K - $6.28K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-23- 0.09% |
$5.78K - $6.56K
|
26.6K
$1.65M
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-23Closed |
$5.78K - $6.56K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-23- 3.11% |
$5.78K - $6.56K
|
717
$44.5K
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-23- 2.92% |
$5.78K - $6.56K
|
766
$47.5K
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-25- 0.86% |
$6.28K - $7.13K
|
2.87K
$178K
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-26- 1.38% |
$6.53K - $7.42K
|
1.85K
$115K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-27- 9.57% |
$6.78K - $7.7K
|
255
$15.8K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-27- 2.47% |
$6.78K - $7.7K
|
1.07K
$66.2K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-28- 0.68% |
$7.03K - $7.99K
|
4.11K
$255K
|
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
SELL
|
- |
-28- 2.75% |
$7.03K - $7.99K
|
990
$61.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-29- 0.69% |
$7.29K - $8.28K
|
4.2K
$260K
|
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-29- 0.39% |
$7.29K - $8.28K
|
7.47K
$463K
|
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-29- 1.21% |
$7.29K - $8.28K
|
2.37K
$147K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-29- 0.63% |
$7.29K - $8.28K
|
4.6K
$285K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-30- 0.07% |
$7.54K - $8.56K
|
44.6K
$2.77M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-30- 1.4% |
$7.54K - $8.56K
|
2.11K
$131K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-30- 1.04% |
$7.54K - $8.56K
|
2.87K
$178K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-30Closed |
$7.54K - $8.56K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-30Closed |
$7.54K - $8.56K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-30- 0.48% |
$7.54K - $8.56K
|
6.19K
$384K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-30- 0.44% |
$7.54K - $8.56K
|
6.72K
$417K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-31- 2.33% |
$7.79K - $8.85K
|
1.3K
$80.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
SELL
|
- |
-32- 52.46% |
$8.04K - $9.13K
|
29
$1.8K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-33- 0.09% |
$8.29K - $9.42K
|
36.9K
$2.29M
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-34- 0.06% |
$8.54K - $9.7K
|
59.1K
$3.66M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-34- 0.77% |
$8.54K - $9.7K
|
4.39K
$272K
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-35- 0.24% |
$8.79K - $9.99K
|
14.4K
$891K
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-35- 0.41% |
$8.79K - $9.99K
|
8.5K
$527K
|
|
|
May 03, 2022
Q1 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-35- 2.68% |
$8.79K - $9.99K
|
1.27K
$78.8K
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-35- 0.39% |
$8.79K - $9.99K
|
9.03K
$560K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-36- 7.93% |
$9.04K - $10.3K
|
418
$25.9K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-36- 1.29% |
$9.04K - $10.3K
|
2.76K
$171K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-37- 0.52% |
$9.29K - $10.6K
|
7.14K
$443K
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-37- 3.69% |
$9.29K - $10.6K
|
967
$60K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-39- 0.22% |
$9.8K - $11.1K
|
17.6K
$1.09M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-39- 1.03% |
$9.8K - $11.1K
|
3.75K
$232K
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-40- 1.61% |
$10K - $11.4K
|
2.44K
$151K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-40- 0.67% |
$10K - $11.4K
|
5.89K
$365K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-40- 14.23% |
$10K - $11.4K
|
241
$14.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-41- 2.74% |
$10.3K - $11.7K
|
1.45K
$90.1K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-41- 0.53% |
$10.3K - $11.7K
|
7.64K
$474K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-42- 3.9% |
$10.6K - $12K
|
1.03K
$64.1K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42Closed |
$10.6K - $12K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-43- 1.97% |
$10.8K - $12.3K
|
2.14K
$133K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-44- 3.08% |
$11.1K - $12.6K
|
1.38K
$85.8K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-44- 1.34% |
$11.1K - $12.6K
|
3.24K
$201K
|