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 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-532- 3.95% |
$136K - $147K
|
13K
$811K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-533- 3.82% |
$137K - $148K
|
13.4K
$840K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-537- 2.95% |
$138K - $149K
|
17.7K
$1.11M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-537- 19.66% |
$138K - $149K
|
2.2K
$137K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-538- 15.78% |
$138K - $149K
|
2.87K
$180K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-547- 3.72% |
$140K - $152K
|
14.2K
$886K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-551- 2.46% |
$141K - $153K
|
21.9K
$1.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-568- 1.09% |
$146K - $157K
|
51.8K
$3.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-584- 2.25% |
$150K - $162K
|
25.4K
$1.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-586- 7.02% |
$150K - $162K
|
7.76K
$486K
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
SELL
|
- |
-590- 12.41% |
$151K - $163K
|
4.17K
$261K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-590- 73.75% |
$151K - $163K
|
210
$13.1K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-600Closed |
$154K - $166K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-610- 40.26% |
$156K - $169K
|
905
$56.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-622- 2.31% |
$160K - $172K
|
26.3K
$1.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-640- 5.18% |
$164K - $177K
|
11.7K
$733K
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-641- 30.14% |
$164K - $178K
|
1.49K
$93K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-644- 5.49% |
$165K - $178K
|
11.1K
$694K
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-659- 21.48% |
$169K - $183K
|
2.41K
$151K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-662- 11.42% |
$170K - $183K
|
5.14K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-665- 8.47% |
$171K - $184K
|
7.19K
$450K
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-679- 3.21% |
$174K - $188K
|
20.4K
$1.28M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-687- 0.45% |
$176K - $190K
|
153K
$9.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-696- 1.42% |
$178K - $193K
|
48.3K
$3.02M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-697- 9.0% |
$179K - $193K
|
7.05K
$441K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-712- 11.57% |
$183K - $197K
|
5.44K
$341K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-713Closed |
$183K - $198K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-715- 1.43% |
$183K - $198K
|
49.4K
$3.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-718- 10.61% |
$184K - $199K
|
6.05K
$379K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-722- 19.73% |
$185K - $200K
|
2.94K
$184K
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-724- 8.25% |
$186K - $201K
|
8.05K
$504K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-735- 41.15% |
$188K - $204K
|
1.05K
$65.8K
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-740- 2.89% |
$190K - $205K
|
24.9K
$1.56M
|
|
|
Oct 21, 2021
Q3 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-741- 7.2% |
$190K - $205K
|
9.55K
$598K
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-749- 0.21% |
$192K - $208K
|
353K
$22.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-750Closed |
$192K - $208K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-750- 28.85% |
$192K - $208K
|
1.85K
$116K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-754- 20.94% |
$193K - $209K
|
2.85K
$178K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-761- 10.42% |
$195K - $211K
|
6.54K
$409K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-762- 3.24% |
$195K - $211K
|
22.8K
$1.43M
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-764- 33.75% |
$196K - $212K
|
1.5K
$93.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-770- 0.36% |
$197K - $213K
|
214K
$13.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-771Closed |
$198K - $214K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-771- 5.52% |
$198K - $214K
|
13.2K
$826K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-775Closed |
$199K - $215K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-781Closed |
$200K - $216K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-796- 25.97% |
$204K - $221K
|
2.27K
$142K
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-810Closed |
$208K - $224K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-811Closed |
$208K - $225K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-814- 12.86% |
$209K - $226K
|
5.52K
$345K
|