Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.95KNew |
$223K - $240K
|
3.95K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.91K+ 5.87% |
$221K - $238K
|
70.5K
$4.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.9K+ 13.57% |
$220K - $237K
|
32.7K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3.89K+ 16.9% |
$220K - $237K
|
26.9K
$1.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.88K+ 1.62% |
$219K - $236K
|
243K
$15.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.87K+ 10.76% |
$218K - $235K
|
39.9K
$2.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.86K+ 400.21% |
$218K - $235K
|
4.83K
$302K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
3.85KNew |
$217K - $234K
|
3.85K
$241K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.84K+ 14.42% |
$217K - $233K
|
30.4K
$1.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.83K+ 5.41% |
$216K - $233K
|
74.7K
$4.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
3.8K+ 3.84% |
$214K - $231K
|
103K
$6.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.79KNew |
$214K - $230K
|
3.79K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
3.79KNew |
$214K - $230K
|
3.79K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.77K+ 2.66% |
$213K - $229K
|
146K
$9.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.76KNew |
$212K - $228K
|
3.76K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 12.06% |
$212K - $228K
|
34.9K
$2.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.74K+ 8.53% |
$211K - $227K
|
47.6K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.68KNew |
$207K - $223K
|
3.68K
$230K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
3.64K+ 1.27% |
$206K - $222K
|
291K
$18.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.63K+ 1.99% |
$205K - $221K
|
187K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.63KNew |
$205K - $220K
|
3.63K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
3.62K+ 57.34% |
$204K - $220K
|
9.94K
$622K
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.59KNew |
$202K - $218K
|
3.59K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.59K+ 2.94% |
$202K - $218K
|
126K
$7.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
3.58KNew |
$202K - $217K
|
3.58K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
3.56KNew |
$201K - $216K
|
3.56K
$223K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.52K+ 110.69% |
$199K - $214K
|
6.7K
$420K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.52KNew |
$199K - $214K
|
3.52K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.5K+ 5.26% |
$197K - $213K
|
70K
$4.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.48KNew |
$196K - $211K
|
3.48K
$218K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.45K+ 5.91% |
$195K - $210K
|
61.8K
$3.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
3.44K+ 48.38% |
$194K - $209K
|
10.5K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
3.44KNew |
$194K - $209K
|
3.44K
$215K
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.43K+ 373.15% |
$194K - $209K
|
4.35K
$273K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.37K+ 3.22% |
$190K - $205K
|
108K
$6.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.28K+ 13.82% |
$185K - $200K
|
27K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
3.26K+ 1.05% |
$184K - $198K
|
314K
$19.7M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
3.25K+ 0.93% |
$183K - $197K
|
352K
$22M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.22K+ 0.25% |
$181K - $196K
|
1.27M
$79.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.21K+ 7.78% |
$181K - $195K
|
44.5K
$2.78M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.17K+ 2.47% |
$179K - $193K
|
132K
$8.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.17K+ 25.77% |
$179K - $192K
|
15.5K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.16K+ 1.49% |
$178K - $192K
|
216K
$13.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.12K+ 1.27% |
$176K - $190K
|
249K
$15.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.1K+ 5.39% |
$175K - $189K
|
60.7K
$3.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.1K+ 15.94% |
$175K - $188K
|
22.5K
$1.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
3.08K+ 3.98% |
$174K - $187K
|
80.4K
$5.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
3.07K+ 0.76% |
$173K - $187K
|
405K
$25.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.06K+ 23.15% |
$172K - $186K
|
16.3K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.05K+ 70.52% |
$172K - $185K
|
7.37K
$461K
|