Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
352+ 11.16% |
$90.3K - $97.5K
|
3.51K
$221K
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
341+ 6.15% |
$87.4K - $94.5K
|
5.89K
$371K
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
336+ 10.11% |
$86.2K - $93.1K
|
3.66K
$230K
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
334+ 8.41% |
$85.7K - $92.5K
|
4.31K
$271K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
328+ 8.17% |
$84.1K - $90.9K
|
4.34K
$274K
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
326+ 3.11% |
$83.6K - $90.3K
|
10.8K
$681K
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
321+ 1.91% |
$82.3K - $88.9K
|
17.1K
$1.08M
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
320+ 0.95% |
$82.1K - $88.7K
|
34K
$2.14M
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
318+ 1.46% |
$81.5K - $88.1K
|
22.1K
$1.39M
|
|
Oct 12, 2021
Q3 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
315+ 9.06% |
$80.8K - $87.3K
|
3.79K
$239K
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
311+ 2.03% |
$79.8K - $86.2K
|
15.6K
$983K
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
310+ 10.22% |
$79.5K - $85.9K
|
3.34K
$211K
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
306+ 11.51% |
$78.5K - $84.8K
|
2.96K
$187K
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
305+ 0.63% |
$78.2K - $84.5K
|
48.6K
$3.06M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
BUY
|
- |
304+ 2.6% |
$78K - $84.2K
|
12K
$754K
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
303+ 16.69% |
$77.7K - $83.9K
|
2.12K
$133K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
300+ 17.03% |
$76.9K - $83.1K
|
2.06K
$130K
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
300+ 7.3% |
$76.9K - $83.1K
|
4.41K
$278K
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
300+ 16.42% |
$76.9K - $83.1K
|
2.13K
$134K
|
|
Oct 20, 2021
Q3 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
299+ 6.44% |
$76.7K - $82.8K
|
4.94K
$311K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
296+ 3.07% |
$75.9K - $82K
|
9.94K
$626K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
295New |
$75.6K - $81.7K
|
295
$18.6K
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
295+ 0.85% |
$75.6K - $81.7K
|
35K
$2.2M
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
285+ 5.55% |
$73.1K - $79K
|
5.42K
$342K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
284+ 2.94% |
$72.8K - $78.7K
|
9.95K
$627K
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
283+ 10.32% |
$72.6K - $78.4K
|
3.03K
$191K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
279+ 0.91% |
$71.5K - $77.3K
|
30.9K
$1.95M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
279+ 100.0% |
$71.5K - $77.3K
|
558
$35.1K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
278+ 2.12% |
$71.3K - $77K
|
13.4K
$843K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
277+ 0.85% |
$71K - $76.7K
|
32.8K
$2.07M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
277+ 0.85% |
$71K - $76.7K
|
32.8K
$2.07M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
270+ 2.14% |
$69.2K - $74.8K
|
12.9K
$811K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
255+ 0.06% |
$65.4K - $70.6K
|
424K
$26.7M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
253+ 1.68% |
$64.9K - $70.1K
|
15.3K
$966K
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
242+ 2.41% |
$62.1K - $67K
|
10.3K
$648K
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
242+ 8.39% |
$62.1K - $67K
|
3.13K
$197K
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
241+ 3.83% |
$61.8K - $66.8K
|
6.53K
$412K
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
233+ 16.45% |
$59.8K - $64.6K
|
1.65K
$104K
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
230+ 17.77% |
$59K - $63.7K
|
1.52K
$96K
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
228+ 1.9% |
$58.5K - $63.2K
|
12.2K
$771K
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
228+ 24.46% |
$58.5K - $63.2K
|
1.16K
$73.1K
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
224+ 11.13% |
$57.4K - $62.1K
|
2.24K
$141K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
224+ 2.93% |
$57.4K - $62.1K
|
7.88K
$496K
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
221+ 2.82% |
$56.7K - $61.2K
|
8.05K
$507K
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
221+ 0.28% |
$56.7K - $61.2K
|
80.3K
$5.06M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
220+ 13.71% |
$56.4K - $60.9K
|
1.83K
$115K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
219+ 1.68% |
$56.2K - $60.7K
|
13.3K
$835K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
218+ 3.55% |
$55.9K - $60.4K
|
6.35K
$400K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
217+ 4.44% |
$55.6K - $60.1K
|
5.11K
$322K
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
216+ 0.57% |
$55.4K - $59.8K
|
38.3K
$2.41M
|