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 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
370+ 27.82% |
$20.9K - $22.5K
|
1.7K
$103K
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
370+ 3.71% |
$20.9K - $22.5K
|
10.3K
$628K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
363+ 4.53% |
$20.5K - $22.1K
|
8.38K
$509K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
360+ 4.26% |
$20.3K - $21.9K
|
8.81K
$535K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
360New |
$20.3K - $21.9K
|
360
$21.9K
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
358+ 5.48% |
$20.2K - $21.8K
|
6.9K
$419K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
354+ 4.98% |
$20K - $21.5K
|
7.47K
$453K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
350+ 2.59% |
$19.8K - $21.3K
|
13.9K
$843K
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
348+ 0.1% |
$19.6K - $21.2K
|
344K
$20.9M
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
343+ 1.9% |
$19.4K - $20.9K
|
18.4K
$1.12M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
337New |
$19K - $20.5K
|
337
$20.5K
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
337+ 0.13% |
$19K - $20.5K
|
261K
$15.9M
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
337+ 5.68% |
$19K - $20.5K
|
6.27K
$380K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
337+ 4.08% |
$19K - $20.5K
|
8.6K
$522K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
336+ 3.14% |
$19K - $20.4K
|
11K
$670K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
331+ 9.93% |
$18.7K - $20.1K
|
3.67K
$223K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
325+ 7.03% |
$18.3K - $19.8K
|
4.95K
$301K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
324+ 5.7% |
$18.3K - $19.7K
|
6K
$365K
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
324+ 2.65% |
$18.3K - $19.7K
|
12.5K
$761K
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
BUY
|
- |
320+ 1.09% |
$18.1K - $19.5K
|
29.6K
$1.8M
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
317+ 2.4% |
$17.9K - $19.3K
|
13.5K
$821K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
315+ 1.48% |
$17.8K - $19.1K
|
21.6K
$1.31M
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
311+ 1.05% |
$17.5K - $18.9K
|
30K
$1.82M
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
305+ 5.15% |
$17.2K - $18.5K
|
6.23K
$378K
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
304+ 0.14% |
$17.2K - $18.5K
|
225K
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
304+ 0.43% |
$17.2K - $18.5K
|
71.6K
$4.35M
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
302+ 6.97% |
$17K - $18.4K
|
4.64K
$282K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
302+ 2.47% |
$17K - $18.4K
|
12.5K
$760K
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
300+ 0.48% |
$16.9K - $18.2K
|
62.7K
$3.81M
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
283+ 0.59% |
$16K - $17.2K
|
48.6K
$2.95M
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
283+ 1.74% |
$16K - $17.2K
|
16.5K
$1M
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
281+ 10.5% |
$15.9K - $17.1K
|
2.96K
$179K
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
277+ 7.66% |
$15.6K - $16.8K
|
3.89K
$236K
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
274+ 2.25% |
$15.5K - $16.7K
|
12.4K
$755K
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
273+ 3.41% |
$15.4K - $16.6K
|
8.28K
$503K
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
272+ 0.05% |
$15.3K - $16.5K
|
557K
$33.8M
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
267+ 6.23% |
$15.1K - $16.2K
|
4.56K
$277K
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
266+ 0.23% |
$15K - $16.2K
|
114K
$6.89M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$16.1K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
265New |
$15K - $16.1K
|
265
$16.1K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
262+ 0.48% |
$14.8K - $15.9K
|
55.3K
$3.36M
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
260+ 2.38% |
$14.7K - $15.8K
|
11.2K
$678K
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
259+ 6.67% |
$14.6K - $15.7K
|
4.14K
$252K
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
256+ 1.91% |
$14.4K - $15.6K
|
13.7K
$830K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
255+ 1.45% |
$14.4K - $15.5K
|
17.9K
$1.09M
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
254+ 2.58% |
$14.3K - $15.4K
|
10.1K
$613K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
252+ 400.0% |
$14.2K - $15.3K
|
315
$19.1K
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
250+ 1.05% |
$14.1K - $15.2K
|
24.1K
$1.46M
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
246+ 0.51% |
$13.9K - $15K
|
48.3K
$2.93M
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
244+ 8.44% |
$13.8K - $14.8K
|
3.13K
$190K
|