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 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.13KNew |
$120K - $129K
|
2.13K
$129K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2.12KNew |
$119K - $129K
|
2.12K
$128K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.09K+ 2.08% |
$118K - $127K
|
102K
$6.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.09K+ 3.51% |
$118K - $127K
|
61.5K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.04K+ 4.18% |
$115K - $124K
|
50.9K
$3.09M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.04KNew |
$115K - $124K
|
2.04K
$124K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
2.03K+ 52.61% |
$115K - $124K
|
5.9K
$358K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.03K+ 12.41% |
$115K - $123K
|
18.4K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.03K+ 3.92% |
$114K - $123K
|
53.7K
$3.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.01K+ 0.91% |
$113K - $122K
|
223K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.99K+ 11.86% |
$112K - $121K
|
18.8K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
1.97K+ 32.16% |
$111K - $120K
|
8.08K
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 2.54% |
$110K - $119K
|
78.8K
$4.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1.94K+ 11.09% |
$110K - $118K
|
19.5K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.94K+ 0.7% |
$109K - $118K
|
280K
$17M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.93K+ 0.76% |
$109K - $117K
|
255K
$15.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.93K+ 2.42% |
$109K - $117K
|
81.5K
$4.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 1.86% |
$108K - $116K
|
105K
$6.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.92K+ 15.62% |
$108K - $116K
|
14.2K
$861K
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.9K+ 44.75% |
$107K - $116K
|
6.15K
$373K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.87K+ 8.61% |
$106K - $114K
|
23.6K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.84K+ 1.66% |
$104K - $112K
|
113K
$6.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
1.83K+ 4.8% |
$103K - $111K
|
40K
$2.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.83K+ 14.23% |
$103K - $111K
|
14.7K
$894K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.83K+ 0.13% |
$103K - $111K
|
1.41M
$85.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 0.98% |
$103K - $111K
|
188K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.82K+ 15.69% |
$103K - $111K
|
13.4K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.81K+ 0.71% |
$102K - $110K
|
256K
$15.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.79K+ 19.73% |
$101K - $109K
|
10.9K
$660K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.79K+ 17.58% |
$101K - $109K
|
12K
$727K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.77K+ 17.19% |
$99.6K - $107K
|
12K
$730K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.75K+ 7.25% |
$99K - $107K
|
26K
$1.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.74K+ 191.65% |
$98.4K - $106K
|
2.65K
$161K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.74K+ 0.62% |
$98.4K - $106K
|
284K
$17.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.74K+ 1.74% |
$98.1K - $106K
|
101K
$6.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.73K+ 8.87% |
$97.6K - $105K
|
21.2K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.71K+ 1.85% |
$96.7K - $104K
|
94.4K
$5.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.71K+ 2.53% |
$96.4K - $104K
|
69.2K
$4.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.71KNew |
$96.2K - $104K
|
1.71K
$104K
|
|
|
Jul 31, 2024
Q2 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.7K+ 5.96% |
$95.7K - $103K
|
30.1K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.69K+ 0.96% |
$95.4K - $103K
|
178K
$10.8M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.69K+ 2.36% |
$95.3K - $103K
|
73.2K
$4.45M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.66K+ 2.3% |
$93.8K - $101K
|
73.9K
$4.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.66K+ 6.39% |
$93.4K - $101K
|
27.6K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 0.42% |
$93.1K - $100K
|
394K
$23.9M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.64K+ 7.67% |
$92.8K - $99.9K
|
23.1K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.62K+ 9.29% |
$91.4K - $98.5K
|
19.1K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.61K+ 27.51% |
$90.7K - $97.8K
|
7.45K
$453K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 1.73% |
$89.2K - $96.1K
|
92.8K
$5.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$88.9K - $95.7K
|
1.58K
$95.6K
|