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 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.07K+ 12.94% |
$60.1K - $64.7K
|
9.3K
$583K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.05K+ 31.22% |
$59K - $63.5K
|
4.39K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.04K+ 0.47% |
$58.6K - $63.2K
|
220K
$13.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.04K+ 1.11% |
$58.6K - $63.1K
|
94.2K
$5.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.03K+ 0.94% |
$58.3K - $62.9K
|
110K
$6.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.02K+ 0.72% |
$57.6K - $62.1K
|
142K
$8.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.01K+ 13.1% |
$57.1K - $61.5K
|
8.73K
$547K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.01K+ 1.39% |
$57.1K - $61.5K
|
73.8K
$4.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1K+ 6.93% |
$56.5K - $60.9K
|
15.5K
$968K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1K+ 1.48% |
$56.5K - $60.9K
|
68.8K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1K+ 7.38% |
$56.4K - $60.8K
|
14.6K
$912K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
991+ 0.43% |
$55.9K - $60.2K
|
230K
$14.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
985+ 48.36% |
$55.6K - $59.9K
|
3.02K
$189K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
985New |
$55.6K - $59.9K
|
985
$61.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
976+ 10.69% |
$55.1K - $59.3K
|
10.1K
$633K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
970+ 20.21% |
$54.7K - $59K
|
5.77K
$362K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
970+ 2.73% |
$54.7K - $59K
|
36.5K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
958+ 0.31% |
$54.1K - $58.2K
|
315K
$19.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
956+ 1.52% |
$53.9K - $58.1K
|
63.9K
$4M
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
952+ 336.4% |
$53.7K - $57.9K
|
1.24K
$77.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
941+ 0.82% |
$53.1K - $57.2K
|
116K
$7.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
922+ 13.97% |
$52K - $56K
|
7.52K
$471K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
890+ 1.08% |
$50.2K - $54.1K
|
83.6K
$5.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
889+ 7.06% |
$50.2K - $54K
|
13.5K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
882+ 7.38% |
$49.8K - $53.6K
|
12.8K
$804K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
880+ 21.7% |
$49.7K - $53.5K
|
4.94K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
875+ 24.04% |
$49.4K - $53.2K
|
4.52K
$283K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
875+ 5.87% |
$49.4K - $53.2K
|
15.8K
$989K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
862+ 9.43% |
$48.6K - $52.4K
|
10K
$627K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
861+ 2.14% |
$48.6K - $52.3K
|
41.2K
$2.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
858+ 27.86% |
$48.4K - $52.2K
|
3.94K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
850+ 9.39% |
$48K - $51.7K
|
9.9K
$620K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
846+ 8.34% |
$47.7K - $51.4K
|
11K
$688K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
846+ 8.34% |
$47.7K - $51.4K
|
11K
$688K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
842+ 2.64% |
$47.5K - $51.2K
|
32.8K
$2.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
841+ 3.7% |
$47.5K - $51.1K
|
23.6K
$1.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
840New |
$47.4K - $51.1K
|
840
$52.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
825+ 12.55% |
$46.6K - $50.2K
|
7.4K
$464K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
820+ 10.01% |
$46.3K - $49.8K
|
9.01K
$565K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
812+ 0.97% |
$45.8K - $49.4K
|
84.3K
$5.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
805+ 3.21% |
$45.4K - $48.9K
|
25.9K
$1.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
800+ 12.25% |
$45.1K - $48.6K
|
7.33K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
795+ 0.4% |
$44.9K - $48.3K
|
202K
$12.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
786+ 10.58% |
$44.4K - $47.8K
|
8.22K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
760+ 0.81% |
$42.9K - $46.2K
|
94.6K
$5.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
759+ 0.16% |
$42.8K - $46.1K
|
470K
$29.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
752+ 1.37% |
$42.4K - $45.7K
|
55.7K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
742+ 6.55% |
$41.9K - $45.1K
|
12.1K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
735New |
$41.5K - $44.7K
|
735
$46.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
733+ 1.15% |
$41.4K - $44.6K
|
64.7K
$4.05M
|