Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
710+ 1.94% |
$189K - $206K
|
37.3K
$2.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
697+ 23.52% |
$185K - $203K
|
3.66K
$234K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
697+ 1.05% |
$185K - $203K
|
67K
$4.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
696+ 15.93% |
$185K - $202K
|
5.07K
$324K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
696+ 10.35% |
$185K - $202K
|
7.42K
$475K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
BUY
|
- |
694+ 0.32% |
$184K - $202K
|
221K
$14.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
691+ 1.43% |
$184K - $201K
|
48.9K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
687+ 32.15% |
$183K - $200K
|
2.82K
$181K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
680+ 4.07% |
$181K - $198K
|
17.4K
$1.11M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
680+ 2.25% |
$181K - $198K
|
30.9K
$1.98M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
672New |
$179K - $195K
|
672
$43K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
671+ 18.79% |
$178K - $195K
|
4.24K
$272K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
668+ 1.84% |
$178K - $194K
|
36.9K
$2.36M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
667+ 4.07% |
$177K - $194K
|
17.1K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
667+ 6.66% |
$177K - $194K
|
10.7K
$685K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
656+ 6.79% |
$174K - $191K
|
10.3K
$660K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
655+ 16.47% |
$174K - $190K
|
4.63K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
654+ 56.57% |
$174K - $190K
|
1.81K
$116K
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
652+ 49.17% |
$173K - $189K
|
1.98K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
652+ 6.08% |
$173K - $189K
|
11.4K
$729K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
651New |
$173K - $189K
|
651
$41.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
648+ 1.05% |
$172K - $188K
|
62.1K
$3.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
646+ 16.59% |
$172K - $188K
|
4.54K
$291K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
646New |
$172K - $188K
|
646
$41.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
646+ 21.89% |
$172K - $188K
|
3.6K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
643New |
$171K - $187K
|
643
$41.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
642+ 6.17% |
$171K - $187K
|
11K
$708K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
642+ 3.15% |
$171K - $187K
|
21K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
626+ 6.08% |
$166K - $182K
|
10.9K
$699K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
621+ 1.58% |
$165K - $180K
|
40K
$2.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
613+ 7.53% |
$163K - $178K
|
8.76K
$561K
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
611+ 0.54% |
$162K - $178K
|
113K
$7.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
606+ 0.8% |
$161K - $176K
|
76.3K
$4.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
604+ 8.82% |
$161K - $175K
|
7.45K
$477K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
600+ 5.64% |
$159K - $174K
|
11.2K
$720K
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
599+ 22.45% |
$159K - $174K
|
3.27K
$209K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
595+ 8.85% |
$158K - $173K
|
7.32K
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
585+ 22.52% |
$155K - $170K
|
3.18K
$204K
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
584New |
$155K - $170K
|
584
$37.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
580+ 2.4% |
$154K - $169K
|
24.8K
$1.59M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
579+ 6.5% |
$154K - $168K
|
9.48K
$607K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
575+ 3.31% |
$153K - $167K
|
18K
$1.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
569+ 2.13% |
$151K - $165K
|
27.3K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
567+ 46.98% |
$151K - $165K
|
1.77K
$114K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
554+ 12.33% |
$147K - $161K
|
5.05K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
541New |
$144K - $157K
|
541
$34.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
540New |
$144K - $157K
|
540
$34.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
540+ 2.96% |
$144K - $157K
|
18.8K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
536+ 0.35% |
$142K - $156K
|
155K
$9.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
535+ 1.88% |
$142K - $155K
|
29K
$1.86M
|