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 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-75- 48.39% |
$19.2K - $20.8K
|
80
$5.01K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-75- 0.87% |
$19.2K - $20.8K
|
8.58K
$537K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-76- 5.83% |
$19.5K - $21.1K
|
1.23K
$76.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-77- 2.58% |
$19.7K - $21.3K
|
2.9K
$182K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-78- 0.81% |
$20K - $21.6K
|
9.58K
$600K
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-80- 2.01% |
$20.5K - $22.2K
|
3.91K
$245K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-80- 4.38% |
$20.5K - $22.2K
|
1.75K
$109K
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-80- 1.52% |
$20.5K - $22.2K
|
5.18K
$324K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-81- 0.2% |
$20.8K - $22.4K
|
41.3K
$2.59M
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
SELL
|
- |
-83- 5.53% |
$21.3K - $23K
|
1.42K
$88.8K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-83- 6.65% |
$21.3K - $23K
|
1.17K
$73K
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
SELL
|
- |
-84- 0.82% |
$21.5K - $23.3K
|
10.2K
$637K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-84- 3.78% |
$21.5K - $23.3K
|
2.14K
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-85- 0.96% |
$21.8K - $23.5K
|
8.81K
$551K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-87- 5.35% |
$22.3K - $24.1K
|
1.54K
$96.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-88- 96.7% |
$22.6K - $24.4K
|
3
$188
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-89- 16.73% |
$22.8K - $24.7K
|
443
$27.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-90- 0.42% |
$23.1K - $24.9K
|
21.2K
$1.33M
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-90- 1.55% |
$23.1K - $24.9K
|
5.73K
$359K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-90- 10.84% |
$23.1K - $24.9K
|
740
$46.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-91- 1.99% |
$23.3K - $25.2K
|
4.48K
$281K
|
|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-92- 0.27% |
$23.6K - $25.5K
|
34.5K
$2.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-92- 50.0% |
$23.6K - $25.5K
|
92
$5.76K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-95- 1.14% |
$24.4K - $26.3K
|
8.24K
$516K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-95- 6.22% |
$24.4K - $26.3K
|
1.43K
$89.7K
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-100- 6.06% |
$25.6K - $27.7K
|
1.55K
$97.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 2.77% |
$25.6K - $27.7K
|
3.51K
$220K
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-100- 1.1% |
$25.6K - $27.7K
|
8.99K
$563K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-100- 2.45% |
$25.6K - $27.7K
|
3.98K
$249K
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-102- 0.79% |
$26.2K - $28.3K
|
12.8K
$803K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-105- 1.4% |
$26.9K - $29.1K
|
7.39K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-105- 0.72% |
$26.9K - $29.1K
|
14.4K
$901K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-107- 0.03% |
$27.4K - $29.6K
|
322K
$20.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-107- 0.75% |
$27.4K - $29.6K
|
14.2K
$887K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-107- 0.67% |
$27.4K - $29.6K
|
15.9K
$995K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-108- 9.11% |
$27.7K - $29.9K
|
1.08K
$67.5K
|
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-108- 0.77% |
$27.7K - $29.9K
|
14K
$876K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-110- 2.96% |
$28.2K - $30.5K
|
3.61K
$226K
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-110- 9.27% |
$28.2K - $30.5K
|
1.08K
$67.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-110- 1.19% |
$28.2K - $30.5K
|
9.14K
$572K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-113- 0.23% |
$29K - $31.3K
|
48.9K
$3.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-113- 11.66% |
$29K - $31.3K
|
856
$53.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-113- 3.1% |
$29K - $31.3K
|
3.54K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-113- 0.52% |
$29K - $31.3K
|
21.8K
$1.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-114- 3.23% |
$29.2K - $31.6K
|
3.42K
$214K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-115- 4.79% |
$29.5K - $31.9K
|
2.29K
$143K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115- 0.46% |
$29.5K - $31.9K
|
24.6K
$1.54M
|
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-116Closed |
$29.7K - $32.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-119- 2.56% |
$30.5K - $33K
|
4.54K
$284K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-127- 4.56% |
$32.6K - $35.2K
|
2.66K
$166K
|