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 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-321- 6.46% |
$82.3K - $88.9K
|
4.65K
$291K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-321- 9.09% |
$82.3K - $88.9K
|
3.21K
$201K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-330- 3.93% |
$84.6K - $91.4K
|
8.08K
$506K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-333- 20.57% |
$85.4K - $92.3K
|
1.29K
$80.5K
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-337- 17.5% |
$86.4K - $93.4K
|
1.59K
$99.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-338- 0.9% |
$86.7K - $93.6K
|
37.2K
$2.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-340- 16.19% |
$87.2K - $94.2K
|
1.76K
$110K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-352- 10.66% |
$90.3K - $97.5K
|
2.95K
$185K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-354Closed |
$90.8K - $98.1K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-356- 63.01% |
$91.3K - $98.6K
|
209
$13.1K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-361- 0.53% |
$92.6K - $100K
|
67.2K
$4.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-363- 0.2% |
$93.1K - $101K
|
182K
$11.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-363- 1.71% |
$93.1K - $101K
|
20.9K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-367- 5.46% |
$94.1K - $102K
|
6.36K
$398K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-368- 3.03% |
$94.4K - $102K
|
11.8K
$738K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-369- 1.44% |
$94.6K - $102K
|
25.2K
$1.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-372- 0.9% |
$95.4K - $103K
|
41.1K
$2.57M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-375- 2.08% |
$96.2K - $104K
|
17.6K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-376Closed |
$96.4K - $104K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-380Closed |
$97.4K - $105K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-382- 3.95% |
$98K - $106K
|
9.3K
$582K
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-385- 18.62% |
$98.7K - $107K
|
1.68K
$105K
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-387- 1.49% |
$99.2K - $107K
|
25.5K
$1.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-400Closed |
$103K - $111K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-400- 5.4% |
$103K - $111K
|
7.01K
$439K
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-403- 14.32% |
$103K - $112K
|
2.41K
$151K
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-404- 18.52% |
$104K - $112K
|
1.78K
$111K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-410- 1.0% |
$105K - $114K
|
40.6K
$2.54M
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-425- 22.49% |
$109K - $118K
|
1.47K
$91.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-427- 5.69% |
$109K - $118K
|
7.08K
$443K
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-429- 0.54% |
$110K - $119K
|
79K
$4.95M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-430- 14.63% |
$110K - $119K
|
2.51K
$157K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-443- 1.05% |
$114K - $123K
|
41.9K
$2.62M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-447- 1.2% |
$115K - $124K
|
36.8K
$2.3M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-452- 2.1% |
$116K - $125K
|
21K
$1.32M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-460- 2.16% |
$118K - $127K
|
20.8K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-460- 1.32% |
$118K - $127K
|
34.3K
$2.15M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-460- 3.99% |
$118K - $127K
|
11.1K
$692K
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-462- 1.34% |
$118K - $128K
|
34K
$2.13M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-465- 2.91% |
$119K - $129K
|
15.5K
$970K
|
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-468- 29.32% |
$120K - $130K
|
1.13K
$70.6K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-496- 2.08% |
$127K - $137K
|
23.4K
$1.46M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-499Closed |
$128K - $138K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-501- 30.51% |
$128K - $139K
|
1.14K
$71.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-505- 20.51% |
$130K - $140K
|
1.96K
$123K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-509- 2.53% |
$131K - $141K
|
19.6K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-510Closed |
$131K - $141K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-516- 0.33% |
$132K - $143K
|
155K
$9.69M
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-517- 8.03% |
$133K - $143K
|
5.92K
$371K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-519- 95.76% |
$133K - $144K
|
23
$1.44K
|