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 |
---|---|---|---|---|---|---|---|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-820Closed |
$210K - $227K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-820Closed |
$210K - $227K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Xponance, Inc.
|
SELL
|
- |
-826- 26.11% |
$212K - $229K
|
2.34K
$146K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-829- 4.52% |
$213K - $230K
|
17.5K
$1.1M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-830- 11.67% |
$213K - $230K
|
6.28K
$393K
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-831- 49.52% |
$213K - $230K
|
847
$53K
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-839- 7.85% |
$215K - $232K
|
9.84K
$616K
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
SELL
|
- |
-840- 2.52% |
$215K - $233K
|
32.5K
$2.04M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-840Closed |
$215K - $233K
|
0
$0
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-842- 8.0% |
$216K - $233K
|
9.68K
$606K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-883- 2.65% |
$226K - $245K
|
32.4K
$2.03M
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-885- 5.96% |
$227K - $245K
|
14K
$875K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-893- 1.73% |
$229K - $247K
|
50.7K
$3.17M
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-929- 14.94% |
$238K - $257K
|
5.29K
$331K
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-940Closed |
$241K - $260K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-940Closed |
$241K - $260K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-945- 5.35% |
$242K - $262K
|
16.7K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-963- 14.79% |
$247K - $267K
|
5.55K
$347K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-991- 0.86% |
$254K - $275K
|
114K
$7.12M
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-994Closed |
$255K - $275K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1K- 22.62% |
$256K - $277K
|
3.42K
$214K
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1K- 39.05% |
$256K - $277K
|
1.56K
$97.7K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-1.02KClosed |
$260K - $281K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.03K- 0.77% |
$264K - $285K
|
133K
$8.31M
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.04K- 1.75% |
$266K - $287K
|
58.4K
$3.65M
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.05K- 13.58% |
$268K - $290K
|
6.66K
$417K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 0.75% |
$272K - $294K
|
141K
$8.83M
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-1.08K- 24.5% |
$277K - $299K
|
3.33K
$208K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.08K- 2.66% |
$277K - $299K
|
39.4K
$2.47M
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.08K- 56.17% |
$278K - $300K
|
846
$53K
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.09K- 29.52% |
$279K - $301K
|
2.6K
$163K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-1.1K- 2.5% |
$281K - $304K
|
42.8K
$2.68M
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.1K- 43.31% |
$282K - $304K
|
1.44K
$90K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.1K- 98.13% |
$283K - $305K
|
21
$1.31K
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.11KClosed |
$286K - $309K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.13K- 1.27% |
$290K - $313K
|
87.9K
$5.5M
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.13KClosed |
$290K - $313K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.14K- 4.33% |
$293K - $316K
|
25.2K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.17K- 4.09% |
$299K - $323K
|
27.3K
$1.71M
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.23K- 1.81% |
$314K - $339K
|
66.3K
$4.15M
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
SELL
|
- |
-1.23K- 2.2% |
$315K - $341K
|
54.6K
$3.42M
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.25K- 0.72% |
$322K - $347K
|
173K
$10.9M
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.26K- 48.22% |
$322K - $348K
|
1.35K
$84.5K
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.27K- 2.0% |
$326K - $352K
|
62.3K
$3.9M
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.32K- 11.03% |
$339K - $366K
|
10.6K
$666K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
$345K - $372K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.35KClosed |
$345K - $373K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.36K- 13.88% |
$348K - $376K
|
8.41K
$527K
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-1.4K- 13.16% |
$360K - $389K
|
9.26K
$580K
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.44K- 2.46% |
$368K - $398K
|
56.8K
$3.56M
|