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 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.49KClosed |
$382K - $413K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.5KClosed |
$385K - $416K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 43.14% |
$386K - $417K
|
1.98K
$124K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-1.55K- 1.58% |
$399K - $431K
|
96.7K
$6.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.64K- 2.91% |
$420K - $454K
|
54.6K
$3.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.65K- 13.96% |
$422K - $456K
|
10.1K
$635K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.65K- 9.77% |
$424K - $458K
|
15.3K
$956K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.65K- 3.23% |
$424K - $458K
|
49.5K
$3.1M
|
|
|
Jun 20, 2024
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.71K- 2.47% |
$437K - $472K
|
67.2K
$4.21M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-1.74K- 10.89% |
$446K - $482K
|
14.2K
$892K
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-1.78K- 52.74% |
$456K - $493K
|
1.59K
$99.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.8K- 0.05% |
$461K - $498K
|
3.47M
$217M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 0.16% |
$473K - $511K
|
1.14M
$71.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
SELL
|
- |
-1.85K- 8.66% |
$475K - $513K
|
19.5K
$1.22M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-1.87K- 8.46% |
$479K - $517K
|
20.2K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.9K- 1.37% |
$488K - $527K
|
137K
$8.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.9K- 2.45% |
$488K - $527K
|
75.7K
$4.74M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.96K- 27.73% |
$502K - $543K
|
5.11K
$320K
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.98KClosed |
$509K - $549K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2K- 1.75% |
$514K - $555K
|
112K
$7.04M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.02K- 1.04% |
$519K - $561K
|
193K
$12.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.07K- 14.56% |
$531K - $573K
|
12.1K
$760K
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.07K- 24.8% |
$531K - $574K
|
6.28K
$393K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.09K- 0.87% |
$535K - $578K
|
238K
$14.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.12K- 1.73% |
$544K - $588K
|
121K
$7.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 13.29% |
$563K - $608K
|
14.3K
$897K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.24K- 0.65% |
$574K - $621K
|
343K
$21.5M
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.25K- 28.16% |
$576K - $623K
|
5.73K
$359K
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.27K- 22.75% |
$582K - $629K
|
7.71K
$483K
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.28K- 25.55% |
$584K - $631K
|
6.64K
$415K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.29K- 0.84% |
$588K - $635K
|
269K
$16.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-2.35K- 20.4% |
$602K - $651K
|
9.16K
$574K
|
|
|
Nov 03, 2021
Q3 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.36K- 20.3% |
$605K - $654K
|
9.26K
$580K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.39K- 14.65% |
$613K - $662K
|
13.9K
$872K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.41K- 36.92% |
$619K - $668K
|
4.12K
$258K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.43K- 0.62% |
$623K - $673K
|
390K
$24.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-2.53K- 2.32% |
$648K - $700K
|
106K
$6.66M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.56K- 2.39% |
$655K - $708K
|
105K
$6.54M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.58K- 62.58% |
$660K - $713K
|
1.54K
$96.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.58KClosed |
$661K - $714K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.6KClosed |
$667K - $720K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-2.63K- 3.53% |
$675K - $729K
|
71.9K
$4.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.7K- 15.73% |
$691K - $747K
|
14.4K
$904K
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-2.7K- 12.22% |
$693K - $749K
|
19.4K
$1.22M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-2.73K- 12.35% |
$699K - $755K
|
19.4K
$1.21M
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-2.81K- 16.79% |
$721K - $778K
|
13.9K
$872K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.82K- 15.2% |
$722K - $780K
|
15.7K
$984K
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.88K- 1.54% |
$737K - $796K
|
184K
$11.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.02K- 34.37% |
$775K - $837K
|
5.77K
$361K
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3.11K- 10.08% |
$796K - $860K
|
27.7K
$1.73M
|