Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.76K+ 120.0% |
$385K - $475K
|
3.22K
$208K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.76K+ 20.11% |
$384K - $474K
|
10.5K
$678K
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
1.75K+ 11.38% |
$384K - $474K
|
17.2K
$1.11M
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
BUY
|
- |
1.75K+ 12.17% |
$383K - $472K
|
16.1K
$1.04M
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.72KNew |
$378K - $466K
|
1.72K
$111K
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.71K+ 2.0% |
$374K - $462K
|
87K
$5.62M
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.7K+ 59.59% |
$373K - $460K
|
4.56K
$295K
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.69K+ 1.1% |
$369K - $455K
|
155K
$10M
|
|
Aug 12, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.67K+ 7.81% |
$367K - $452K
|
23.1K
$1.49M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67K+ 8.51% |
$367K - $452K
|
21.3K
$1.38M
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1.65K+ 197.13% |
$361K - $445K
|
2.48K
$161K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.64KNew |
$359K - $442K
|
1.64K
$106K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.61K+ 12.72% |
$353K - $436K
|
14.3K
$924K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.61K+ 9.59% |
$352K - $434K
|
18.4K
$1.19M
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.6K+ 14.93% |
$351K - $432K
|
12.3K
$796K
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.59K+ 6.31% |
$349K - $431K
|
26.9K
$1.74M
|
|
Aug 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.57K+ 3.03% |
$344K - $424K
|
53.5K
$3.46M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.57KNew |
$344K - $424K
|
1.57K
$101K
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.56K+ 17.17% |
$341K - $421K
|
10.6K
$687K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.53K+ 3.92% |
$335K - $413K
|
40.6K
$2.62M
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.53K+ 2.61% |
$334K - $412K
|
59.9K
$3.87M
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.52KNew |
$332K - $410K
|
1.52K
$98.1K
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
1.51K+ 6.2% |
$331K - $408K
|
25.9K
$1.67M
|
|
Aug 11, 2022
Q2 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
1.5KNew |
$329K - $405K
|
1.5K
$97K
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 44.21% |
$328K - $405K
|
4.89K
$316K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.49K+ 0.83% |
$326K - $402K
|
180K
$11.7M
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 2.05% |
$323K - $399K
|
73.5K
$4.75M
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.46K+ 68.54% |
$320K - $394K
|
3.59K
$232K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.45K+ 0.86% |
$317K - $391K
|
170K
$11M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.43KNew |
$314K - $387K
|
1.43K
$92.6K
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.42KNew |
$312K - $385K
|
1.42K
$92.1K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.42K+ 32.21% |
$310K - $382K
|
5.81K
$375K
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.4K+ 5.07% |
$306K - $377K
|
29K
$1.87M
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.39K+ 19.64% |
$305K - $376K
|
8.49K
$549K
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.39KNew |
$305K - $375K
|
1.39K
$89.9K
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.38K+ 19.31% |
$303K - $374K
|
8.55K
$553K
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 11.22% |
$303K - $373K
|
13.7K
$885K
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.37K+ 4.44% |
$301K - $371K
|
32.3K
$2.09M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.37KNew |
$299K - $369K
|
1.37K
$88.3K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.36K+ 7.78% |
$297K - $366K
|
18.8K
$1.21M
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
1.35K+ 6.25% |
$296K - $365K
|
23K
$1.48M
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.34K+ 5.66% |
$293K - $361K
|
25K
$1.61M
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
1.34K+ 763.43% |
$293K - $361K
|
1.51K
$97.7K
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.33KNew |
$292K - $359K
|
1.33K
$86K
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.33K+ 44.08% |
$291K - $359K
|
4.35K
$281K
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.33K+ 3.27% |
$291K - $358K
|
41.9K
$2.71M
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.32K+ 19.86% |
$290K - $357K
|
7.98K
$516K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1.28K+ 4.63% |
$281K - $347K
|
29K
$1.87M
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.28KNew |
$280K - $346K
|
1.28K
$82.8K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.28K+ 6.26% |
$280K - $346K
|
21.7K
$1.41M
|