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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
3.04K+ 10.83% |
$172K - $185K
|
31.1K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 3.05% |
$171K - $184K
|
103K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.01K+ 19.29% |
$170K - $183K
|
18.6K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.98K+ 1.84% |
$168K - $181K
|
165K
$10.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.97K+ 76.32% |
$167K - $180K
|
6.86K
$429K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.94K+ 5.06% |
$166K - $179K
|
61K
$3.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.91K+ 3.69% |
$164K - $177K
|
82K
$5.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
2.89K+ 4.51% |
$163K - $176K
|
67K
$4.19M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.88K+ 1.2% |
$163K - $175K
|
244K
$15.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.87K+ 2.6% |
$162K - $174K
|
113K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.84K+ 270.38% |
$160K - $173K
|
3.89K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.79K+ 2.33% |
$157K - $169K
|
122K
$7.65M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.78K+ 1.97% |
$157K - $169K
|
144K
$9.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.76K+ 4.5% |
$156K - $168K
|
64.2K
$4.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.76K+ 0.49% |
$156K - $168K
|
563K
$35.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.76K+ 14.62% |
$156K - $168K
|
21.6K
$1.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.73K+ 0.44% |
$154K - $166K
|
623K
$39M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.71K+ 12.61% |
$153K - $165K
|
24.2K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.63K+ 7.18% |
$149K - $160K
|
39.3K
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.63K+ 2.82% |
$148K - $160K
|
95.7K
$5.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.58K+ 3.75% |
$146K - $157K
|
71.5K
$4.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.58K+ 3.54% |
$145K - $157K
|
75.4K
$4.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 8.4% |
$143K - $154K
|
32.7K
$2.05M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.53K+ 74.16% |
$143K - $154K
|
5.94K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.51K+ 1.96% |
$142K - $153K
|
131K
$8.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.48K+ 11.39% |
$140K - $151K
|
24.2K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.46K+ 23.89% |
$139K - $150K
|
12.8K
$800K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.44K+ 10.19% |
$138K - $149K
|
26.4K
$1.65M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.43K+ 0.3% |
$137K - $148K
|
815K
$51M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
2.4K+ 25.85% |
$135K - $146K
|
11.7K
$731K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.38K+ 0.49% |
$135K - $145K
|
489K
$30.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.35K+ 28.95% |
$133K - $143K
|
10.5K
$657K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.34K+ 0.02% |
$132K - $142K
|
10.8M
$679M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.33K+ 63.86% |
$132K - $142K
|
5.99K
$375K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.32K+ 7.47% |
$131K - $141K
|
33.4K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.31K+ 2.1% |
$130K - $140K
|
112K
$7.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.28K+ 6.12% |
$129K - $139K
|
39.6K
$2.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.22K+ 4.01% |
$125K - $135K
|
57.6K
$3.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.22K+ 2.69% |
$125K - $135K
|
84.8K
$5.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.19K+ 2.44% |
$123K - $133K
|
91.9K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.19K+ 2485.23% |
$123K - $133K
|
2.28K
$142K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
2.18K+ 0.27% |
$123K - $132K
|
809K
$50.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.17K+ 7.88% |
$123K - $132K
|
29.8K
$1.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.13K+ 1.08% |
$120K - $129K
|
200K
$12.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.13KNew |
$120K - $129K
|
2.13K
$133K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.12KNew |
$119K - $129K
|
2.12K
$132K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.09K+ 2.08% |
$118K - $127K
|
102K
$6.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.09K+ 3.51% |
$118K - $127K
|
61.5K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.04K+ 4.18% |
$115K - $124K
|
50.9K
$3.19M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.04KNew |
$115K - $124K
|
2.04K
$127K
|