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
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.68K+ 9.45% |
$432K - $467K
|
19.5K
$1.23M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.67K+ 4.71% |
$427K - $461K
|
37K
$2.33M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1.65K+ 3.7% |
$423K - $457K
|
46.2K
$2.91M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.65KNew |
$423K - $457K
|
1.65K
$104K
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.63K+ 50.18% |
$418K - $452K
|
4.88K
$307K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.62K+ 6.13% |
$416K - $449K
|
28.1K
$1.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.62K+ 2.39% |
$415K - $449K
|
69.5K
$4.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 2.29% |
$413K - $446K
|
71.8K
$4.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.61K+ 4.56% |
$412K - $445K
|
36.8K
$2.32M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.61K+ 5.85% |
$412K - $445K
|
29K
$1.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.59K+ 4.54% |
$407K - $440K
|
36.6K
$2.3M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.58K+ 6.95% |
$405K - $437K
|
24.3K
$1.53M
|
|
|
Nov 05, 2021
Q3 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.57K+ 1.47% |
$404K - $436K
|
109K
$6.86M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 0.45% |
$401K - $434K
|
346K
$21.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.55K+ 2.17% |
$396K - $428K
|
72.9K
$4.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
1.54KNew |
$396K - $427K
|
1.54K
$97.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.54K+ 12.72% |
$395K - $427K
|
13.7K
$860K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.53KNew |
$393K - $425K
|
1.53K
$96.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1.53K+ 9.1% |
$391K - $422K
|
18.3K
$1.15M
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
1.52K+ 62.96% |
$390K - $421K
|
3.94K
$248K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.5K+ 15.84% |
$385K - $416K
|
11K
$691K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.5K+ 2.62% |
$385K - $416K
|
58.7K
$3.7M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49K+ 0.07% |
$383K - $414K
|
2.28M
$144M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.48K+ 62.43% |
$381K - $411K
|
3.86K
$243K
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.48KNew |
$380K - $410K
|
1.48K
$93.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.46K+ 107.43% |
$374K - $404K
|
2.82K
$178K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.45K+ 30.39% |
$372K - $402K
|
6.23K
$392K
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
1.43KNew |
$367K - $397K
|
1.43K
$90.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.43K+ 66.79% |
$367K - $396K
|
3.57K
$225K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.43K+ 5.2% |
$366K - $396K
|
28.9K
$1.82M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.42K+ 1.87% |
$364K - $394K
|
77.4K
$4.88M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
1.42K+ 2.58% |
$363K - $393K
|
56.3K
$3.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.42K+ 143.03% |
$363K - $392K
|
2.41K
$152K
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.4K+ 26.22% |
$360K - $388K
|
6.75K
$425K
|
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
1.37K+ 4.9% |
$350K - $378K
|
29.2K
$1.84M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.34K+ 6.43% |
$345K - $372K
|
22.3K
$1.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
1.34K+ 8.9% |
$344K - $371K
|
16.4K
$1.03M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.33K+ 4.11% |
$342K - $369K
|
33.8K
$2.13M
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.32K+ 3.96% |
$339K - $367K
|
34.7K
$2.19M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
1.29K+ 10.37% |
$330K - $357K
|
13.7K
$863K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.29K+ 10.37% |
$330K - $357K
|
13.7K
$863K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 0.87% |
$324K - $350K
|
146K
$9.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.25KNew |
$321K - $347K
|
1.25K
$78.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.25K+ 2.17% |
$320K - $346K
|
58.7K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.23K+ 2.7% |
$315K - $340K
|
46.7K
$2.94M
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
1.22K+ 156.27% |
$313K - $339K
|
2K
$126K
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.7% |
$311K - $336K
|
46.2K
$2.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
1.21K+ 1.63% |
$311K - $335K
|
75.4K
$4.75M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.21K+ 19.06% |
$309K - $334K
|
7.54K
$475K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.2K+ 2.0% |
$308K - $333K
|
61.4K
$3.87M
|